ASMH vs QQQ

Quick Verdict

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

Lower Fees: QQQHigher Returns: ASMHMore Diversified: QQQ

Side-by-Side Comparison

MetricASMHQQQWinner
Expense Ratio0.19%0.18%
AUM$8M$455.8B
Dividend Yield1.56%0.41%
Holdings2108
YTD Return+59.77%+18.31%
1Y Return+151.31%+25.37%
3Y Return (annualized)-+25.79%
5Y Return (annualized)-+15.20%
Volatility (annualized)46.9%30.6%
Max Drawdown-21.5%-83.0%
Fund FamilyADRHInvesco (US)
CategoryEquityEquity
InceptionMar 13, 2025Mar 10, 1999

ASMH vs QQQ Performance

ASML Holding NV ADRhedged (ASMH) is a ETF from ADRH and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year ASMH returned +151.31% while QQQ returned +25.37%. Year to date, ASMH is up 59.77% versus a gain of 18.31% for QQQ.

Risk: Volatility and Drawdowns

ASMH has been the more volatile fund, with annualized monthly volatility of 46.9% 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 -21.5% for ASMH 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 0.40. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

ASMH charges 0.19% per year while QQQ charges 0.18%. On a $10,000 position that is $19 vs $18 annually, a gap of $1 per year that compounds over a long holding period. On income, ASMH currently yields 1.56% against 0.41% for QQQ.

Holdings Overlap

0.7%overlap

ASMH and QQQ share 1 holdings out of 103 unique holdings combined, representing a 0.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in ASMHWeight in QQQDifference
ASML:AS98.57%0.70%97.87%

Frequently Asked Questions

Which is cheaper, ASMH or QQQ?

ASMH has an expense ratio of 0.19% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $1 per year of difference.

Which performed better, ASMH or QQQ?

Over the past year ASMH returned +151.31% vs +25.37% for QQQ, so ASMH leads on 1-year performance. Over the longest common window we track (1 years), ASMH annualized +88.94% vs +13.10% for QQQ. Past performance does not guarantee future results.

Which is riskier, ASMH or QQQ?

ASMH has been the more volatile fund at 46.9% annualized versus 30.6% for QQQ. Worst drawdown: ASMH -21.5% vs QQQ -83.0%.

Should I hold both ASMH and QQQ?

ASMH and QQQ have a monthly-return correlation of 0.40, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between ASMH and QQQ?

ASMH and QQQ share 1 common holdings with a 0.7% weight overlap. Combined, they hold 103 unique securities.

Which pays a higher dividend, ASMH or QQQ?

ASMH yields 1.56% while QQQ yields 0.41%, so ASMH currently pays the higher dividend yield.

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