AMZD vs QQQ

AMZD vs QQQ
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Quick Verdict

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

Lower Fees: QQQHigher Returns: QQQMore Diversified: QQQ

Side-by-Side Comparison

MetricAMZDQQQWinner
Expense Ratio1.02%0.18%
AUM$13M$496.3B
Dividend Yield3.23%0.44%
Holdings6108
YTD Return-17.68%+19.52%
1Y Return-16.72%+26.68%
3Y Return (annualized)-21.98%+26.64%
5Y Return (annualized)-+15.36%
Volatility (annualized)29.0%30.6%
Max Drawdown-74.8%-83.0%
Fund FamilyDirexion Shares ETF TrustInvesco (US)
CategoryAlternativeEquity
InceptionSep 7, 2022Mar 10, 1999

AMZD vs QQQ Performance

Direxion Daily AMZN Bear 1X ETF (AMZD) 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 AMZD returned -16.72% while QQQ returned +26.68%. Year to date, AMZD is down 17.68% versus a gain of 19.52% for QQQ.

Over three years, AMZD compounded at -21.98% per year against +26.64% for QQQ. Across the full 4-year window we track, QQQ has the edge at +13.14% annualized vs -20.41%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 29.0% for AMZD. 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 -74.8% for AMZD 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 -0.64. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

AMZD charges 1.02% per year while QQQ charges 0.18%. On a $10,000 position that is $102 vs $18 annually, a gap of $84 per year that compounds over a long holding period. On income, AMZD currently yields 3.23% against 0.44% for QQQ.

Holdings Overlap

0.0%overlap

AMZD and QQQ share 0 holdings out of 105 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, AMZD or QQQ?

AMZD has an expense ratio of 1.02% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $84 per year of difference.

Which performed better, AMZD or QQQ?

Over the past year AMZD returned -16.72% vs +26.68% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (4 years), AMZD annualized -20.41% vs +13.14% for QQQ. Past performance does not guarantee future results.

Which is riskier, AMZD or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 29.0% for AMZD. Worst drawdown: AMZD -74.8% vs QQQ -83.0%.

Should I hold both AMZD and QQQ?

AMZD and QQQ have a monthly-return correlation of -0.64, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AMZD and QQQ?

AMZD and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 105 unique securities.

Which pays a higher dividend, AMZD or QQQ?

AMZD yields 3.23% while QQQ yields 0.44%, so AMZD currently pays the higher dividend yield.

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