ASMG vs QQQ

Quick Verdict

QQQ has a lower expense ratio. ASMG delivered stronger 1-year returns. QQQ offers more diversification with 103 holdings.

Lower Fees: QQQHigher Returns: ASMGMore Diversified: QQQ

Side-by-Side Comparison

MetricASMGQQQWinner
Expense Ratio0.77%0.18%
AUM$34M$455.8B
Dividend Yield3.89%0.41%
Holdings5108
YTD Return+94.64%+18.31%
1Y Return+333.45%+25.37%
3Y Return (annualized)-+25.79%
5Y Return (annualized)-+15.20%
Volatility (annualized)97.7%30.6%
Max Drawdown-44.0%-83.0%
Fund FamilyLeverage SharesInvesco (US)
CategoryAlternativeEquity
InceptionJan 14, 2025Mar 10, 1999

ASMG vs QQQ Performance

Leverage Shares 2X Long ASML Daily ETF (ASMG) is a ETF from Leverage Shares and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year ASMG returned +333.45% while QQQ returned +25.37%. Year to date, ASMG is up 94.64% versus a gain of 18.31% for QQQ.

Risk: Volatility and Drawdowns

ASMG has been the more volatile fund, with annualized monthly volatility of 97.7% 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 -44.0% for ASMG 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 0.47. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

ASMG charges 0.77% per year while QQQ charges 0.18%. On a $10,000 position that is $77 vs $18 annually, a gap of $59 per year that compounds over a long holding period. On income, ASMG currently yields 3.89% against 0.41% for QQQ.

Holdings Overlap

0.0%overlap

ASMG and QQQ share 0 holdings out of 104 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, ASMG or QQQ?

ASMG has an expense ratio of 0.77% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $59 per year of difference.

Which performed better, ASMG or QQQ?

Over the past year ASMG returned +333.45% vs +25.37% for QQQ, so ASMG leads on 1-year performance. Over the longest common window we track (2 years), ASMG annualized +131.15% vs +13.10% for QQQ. Past performance does not guarantee future results.

Which is riskier, ASMG or QQQ?

ASMG has been the more volatile fund at 97.7% annualized versus 30.6% for QQQ. Worst drawdown: ASMG -44.0% vs QQQ -83.0%.

Should I hold both ASMG and QQQ?

ASMG and QQQ have a monthly-return correlation of 0.47, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between ASMG and QQQ?

ASMG and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 104 unique securities.

Which pays a higher dividend, ASMG or QQQ?

ASMG yields 3.89% while QQQ yields 0.41%, so ASMG currently pays the higher dividend yield.

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