AIS vs QQQ

AIS vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. AIS delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.

Lower Fees: QQQHigher Returns: AISMore Diversified: QQQ

Side-by-Side Comparison

MetricAISQQQWinner
Expense Ratio0.75%0.18%
AUM$961M$496.3B
Dividend Yield0.00%0.44%
Holdings55108
YTD Return+75.26%+16.23%
1Y Return+135.32%+26.23%
3Y Return (annualized)-+25.75%
5Y Return (annualized)-+14.78%
Volatility (annualized)50.3%30.6%
Max Drawdown-34.4%-83.0%
Fund FamilyVistaSharesInvesco (US)
CategoryEquityEquity
InceptionOct 1, 2024Mar 10, 1999

AIS vs QQQ Performance

VistaShares Artificial Intelligence Supercycle ETF (AIS) is a ETF from VistaShares and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year AIS returned +135.32% while QQQ returned +26.23%. Year to date, AIS is up 75.26% versus a gain of 16.23% for QQQ.

Risk: Volatility and Drawdowns

AIS has been the more volatile fund, with annualized monthly volatility of 50.3% 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 -34.4% for AIS 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 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

AIS charges 0.75% per year while QQQ charges 0.18%. On a $10,000 position that is $75 vs $18 annually, a gap of $57 per year that compounds over a long holding period. On income, AIS currently yields 0.00% against 0.44% for QQQ.

Holdings Overlap

19.9%overlap

AIS and QQQ share 14 holdings out of 150 unique holdings combined, representing a 19.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in AISWeight in QQQDifference
NVDA3.06%8.44%5.38%
MU6.96%4.43%2.53%
AMD5.36%3.45%1.91%
INTCProProPro
MRVLProProPro
AVGOProProPro
STXProProPro
CSCOProProPro
SNDKProProPro
ARM:LNProProPro
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Frequently Asked Questions

Which is cheaper, AIS or QQQ?

AIS has an expense ratio of 0.75% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $57 per year of difference.

Which performed better, AIS or QQQ?

Over the past year AIS returned +135.32% vs +26.23% for QQQ, so AIS leads on 1-year performance. Over the longest common window we track (2 years), AIS annualized +80.84% vs +13.02% for QQQ. Past performance does not guarantee future results.

Which is riskier, AIS or QQQ?

AIS has been the more volatile fund at 50.3% annualized versus 30.6% for QQQ. Worst drawdown: AIS -34.4% vs QQQ -83.0%.

Should I hold both AIS and QQQ?

AIS and QQQ have a monthly-return correlation of 0.91, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between AIS and QQQ?

AIS and QQQ share 14 common holdings with a 19.9% weight overlap. Combined, they hold 150 unique securities.

Which pays a higher dividend, AIS or QQQ?

AIS yields 0.00% while QQQ yields 0.44%, so QQQ currently pays the higher dividend yield.

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