AIBD vs QQQ
Direxion Daily AI and Big Data Bear 2X ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ has a lower expense ratio. AIBD delivered stronger 1-year returns. QQQ offers more diversification with 103 holdings.
Side-by-Side Comparison
| Metric | AIBD | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 1.05% | 0.18% | |
| AUM | $8M | $455.8B | |
| Dividend Yield | 3.69% | 0.41% | |
| Holdings | 8 | 108 | |
| YTD Return | +510.14% | +18.31% | |
| 1Y Return | +447.34% | +25.37% | |
| 3Y Return (annualized) | - | +25.79% | |
| 5Y Return (annualized) | - | +15.20% | |
| Volatility (annualized) | 627.1% | 30.6% | |
| Max Drawdown | -82.3% | -83.0% | |
| Fund Family | Direxion Shares ETF Trust | Invesco (US) | |
| Category | Alternative | Equity | |
| Inception | May 15, 2024 | Mar 10, 1999 |
AIBD vs QQQ Performance
Direxion Daily AI and Big Data Bear 2X ETF (AIBD) is a ETF from Direxion Shares ETF Trust and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year AIBD returned +447.34% while QQQ returned +25.37%. Year to date, AIBD is up 510.14% versus a gain of 18.31% for QQQ.
Risk: Volatility and Drawdowns
AIBD has been the more volatile fund, with annualized monthly volatility of 627.1% compared with 30.6% 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 -83.0% for QQQ. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at -0.39. They move independently enough that combining them can meaningfully diversify a portfolio.
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 3.69% against 0.41% for QQQ.
Holdings Overlap
AIBD and QQQ share 0 holdings out of 106 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $87 per year of difference.
Which performed better, AIBD or QQQ?
Over the past year AIBD returned +447.34% vs +25.37% for QQQ, so AIBD leads on 1-year performance. Over the longest common window we track (2 years), AIBD annualized +38.31% vs +13.10% for QQQ. Past performance does not guarantee future results.
Which is riskier, AIBD or QQQ?
AIBD has been the more volatile fund at 627.1% annualized versus 30.6% for QQQ. Worst drawdown: AIBD -82.3% vs QQQ -83.0%.
Should I hold both AIBD and QQQ?
AIBD and QQQ have a monthly-return correlation of -0.39, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AIBD and QQQ?
AIBD and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 106 unique securities.
Which pays a higher dividend, AIBD or QQQ?
AIBD yields 3.69% while QQQ yields 0.41%, so AIBD currently pays the higher dividend yield.
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