AIBD vs QQQ
Direxion Daily AI and Big Data Bear 2X ETF vs Invesco QQQ Trust, Series 1
Which is better, AIBD or QQQ?
Leverage Strategy against Large Cap Growth.
QQQ has a lower expense ratio. AIBD led over 1Y and the full window.
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
| Metric | AIBD | QQQ |
|---|---|---|
| Expense Ratio | 1.05% | 0.18%Best |
| AUM | $6M | $486.1B |
| Dividend Yield | 3.41% | 0.44% |
| Holdings | 5 | 107 |
| YTD Return | +529.51%Best | +17.54% |
| 1Y Return | +457.53%Best | +25.59% |
| 3Y Return (annualized) | - | +24.63% |
| 5Y Return (annualized) | - | +14.18% |
| Volatility (annualized) | 615.6% | 17.6%Best |
| Max Drawdown | -82.3% | -22.8%Best |
| $10,000 over 2.3 years | $21,313Best | $16,050 |
| Fund Family | Direxion Shares ETF Trust | Invesco (US) |
| Category | Alternative | Equity |
| Style | Leverage Strategy | Large Cap Growth |
| Inception | May 15, 2024 | Mar 10, 1999 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.3 years row, are measured over the window both funds cover: May 15, 2024 to Sep 4, 2026 (2.3 years).
AIBD 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 2.3 years both funds cover.
AIBD vs QQQ Performance
Direxion Daily AI and Big Data Bear 2X ETF (AIBD) is an ETF from Direxion Shares ETF Trust and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year AIBD returned +457.53% while QQQ returned +25.59%. Year to date, AIBD is up 529.51% versus a gain of 17.54% for QQQ.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AIBD has been the more volatile fund, with annualized monthly volatility of 615.6% compared with 17.6% 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 -82.3% for AIBD 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 -0.39. They move together some of the time, and apart the rest.
Fees and Cost Over Time
AIBD charges 1.05% per year while QQQ charges 0.18%. On a $10,000 position that is $105 vs $18 annually, a gap of $87 per year that compounds over a long holding period. On income, AIBD currently yields 3.41% against 0.44% for QQQ.
Holdings Overlap
We hold position weights for 3 holdings in AIBD and 102 in QQQ, totalling 90.6% 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 3 positions we hold weights for in AIBD and 102 in QQQ, against full books of 5 and 107.
You are not choosing between two funds in isolation.
Whichever of AIBD and QQQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, AIBD or QQQ?
AIBD has an expense ratio of 1.05% while QQQ charges 0.18%. QQQ is the cheaper option, by $87 a year on a $10,000 investment.
Which performed better, AIBD or QQQ?
Over the past year AIBD returned +457.53% vs +25.59% for QQQ, so AIBD leads on 1-year performance. Over the longest common window we track (2 years), AIBD annualized +38.96% vs +22.84% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AIBD or QQQ?
AIBD has been the more volatile fund at 615.6% annualized versus 17.6% for QQQ. Worst drawdown: AIBD -82.3% vs QQQ -22.8%.
Should I hold both AIBD and QQQ?
AIBD and QQQ have a monthly-return correlation of -0.39, 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, AIBD or QQQ?
AIBD yields 3.41% while QQQ yields 0.44%, so AIBD currently pays the higher dividend yield.
Is QQQ better than AIBD?
QQQ has a lower expense ratio. AIBD led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.