AETH vs QQQ

AETH vs QQQ

Which is better, AETH or QQQ?

Multi Alternative against Large Cap Growth.

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y and the full window.

Lower Fees: QQQHigher Returns: QQQ

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricAETHQQQ
Expense Ratio0.89%0.18%Best
AUM$6M$483.5B
Dividend Yield2.26%0.44%
Holdings3107
YTD Return+3.07%+17.95%Best
1Y Return-28.17%+21.77%Best
3Y Return (annualized)+23.52%+25.63%Best
5Y Return (annualized)-+15.24%
Volatility (annualized)63.8%17.3%Best
Max Drawdown-51.1%-22.8%Best
$10,000 over 3 years$18,846$20,474Best
Fund FamilyBitwiseInvesco (US)
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Growth
InceptionSep 29, 2023Mar 10, 1999

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 3 years row, are measured over the window both funds cover: Oct 2, 2023 to Sep 18, 2026 (3 years).

AETH vs QQQ growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3 years both funds cover.

AETH vs QQQ Performance

Bitwise Trendwise Ether and Treasuries Rotation Strategy ETF (AETH) is an ETF from Bitwise and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year AETH returned -28.17% while QQQ returned +21.77%. Year to date, AETH is up 3.07% versus a gain of 17.95% for QQQ.

Over three years, AETH compounded at +23.52% per year against +25.63% for QQQ.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AETH has been the more volatile fund, with annualized monthly volatility of 63.8% compared with 17.3% for QQQ. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -51.1% for AETH and -22.8% for QQQ. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.34. They move together some of the time, and apart the rest.

Fees and Cost Over Time

AETH charges 0.89% per year while QQQ charges 0.18%. On a $10,000 position that is $89 vs $18 annually, a gap of $71 per year that compounds over a long holding period. On income, AETH currently yields 2.26% against 0.44% for QQQ.

Holdings Overlap

We hold position weights for 1 holding in AETH and 102 in QQQ, totalling 22.9% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 1 positions we hold weights for in AETH and 102 in QQQ, against full books of 3 and 107.

You are not choosing between two funds in isolation.

Whichever of AETH and QQQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

AETHQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, AETH or QQQ?

AETH has an expense ratio of 0.89% while QQQ charges 0.18%. QQQ is the cheaper option, by $71 a year on a $10,000 investment.

Which performed better, AETH or QQQ?

Over the past year AETH returned -28.17% vs +21.77% for QQQ, so QQQ leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, AETH or QQQ?

AETH has been the more volatile fund at 63.8% annualized versus 17.3% for QQQ. Worst drawdown: AETH -51.1% vs QQQ -22.8%.

Should I hold both AETH and QQQ?

AETH and QQQ have a monthly-return correlation of 0.34, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, AETH or QQQ?

AETH yields 2.26% while QQQ yields 0.44%, so AETH currently pays the higher dividend yield.

Is QQQ better than AETH?

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.