QLTY vs. SPHQ

In the year-to-date period, QLTY achieves a 1.28% return, which is significantly lower than SPHQ's 3.52% return.

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QLTY has a 0.50% expense ratio, which is higher than SPHQ's 0.15% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for GMO U.S. Quality ETF (QLTY) and Invesco S&P 500® Quality ETF (SPHQ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current QLTY Sharpe Ratio is 0.50, which is lower than the SPHQ Sharpe Ratio of 0.91. The chart below compares the historical Sharpe Ratios of QLTY and SPHQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

QLTY's dividend yield for the trailing twelve months is around 0.79%, less than SPHQ's 1.11% yield.

The maximum QLTY drawdown since its inception was -17.00%, smaller than the maximum SPHQ drawdown of -57.83%. Use the drawdown chart below to compare losses from any high point for QLTY and SPHQ. For additional features, visit the drawdowns tool.

GMO U.S. Quality ETF (QLTY) has a higher volatility of 6.15% compared to Invesco S&P 500® Quality ETF (SPHQ) at 5.33%. This indicates that QLTY's price experiences larger fluctuations and is considered to be riskier than SPHQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.