BABX vs QQQ

BABX 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

MetricBABXQQQWinner
Expense Ratio1.15%0.18%
AUM$98M$496.3B
Dividend Yield0.00%0.44%
Holdings2108
YTD Return-39.17%+16.23%
1Y Return-7.82%+26.23%
3Y Return (annualized)+5.59%+25.75%
5Y Return (annualized)-+14.78%
Volatility (annualized)95.5%30.6%
Max Drawdown-78.8%-83.0%
Fund FamilyGraniteSharesInvesco (US)
CategoryAlternativeEquity
InceptionDec 13, 2022Mar 10, 1999

BABX vs QQQ Performance

GraniteShares 2x Long BABA Daily ETF (BABX) is a ETF from GraniteShares and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year BABX returned -7.82% while QQQ returned +26.23%. Year to date, BABX is down 39.17% versus a gain of 16.23% for QQQ.

Over three years, BABX compounded at +5.59% per year against +25.75% for QQQ. Across the full 4-year window we track, QQQ has the edge at +13.02% annualized vs -1.39%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BABX has been the more volatile fund, with annualized monthly volatility of 95.5% 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 -78.8% for BABX 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 0.07. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BABX charges 1.15% per year while QQQ charges 0.18%. On a $10,000 position that is $115 vs $18 annually, a gap of $97 per year that compounds over a long holding period. On income, BABX currently yields 0.00% against 0.44% for QQQ.

Holdings Overlap

0.0%overlap

BABX and QQQ share 0 holdings out of 103 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, BABX or QQQ?

BABX has an expense ratio of 1.15% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $97 per year of difference.

Which performed better, BABX or QQQ?

Over the past year BABX returned -7.82% vs +26.23% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (4 years), BABX annualized -1.39% vs +13.02% for QQQ. Past performance does not guarantee future results.

Which is riskier, BABX or QQQ?

BABX has been the more volatile fund at 95.5% annualized versus 30.6% for QQQ. Worst drawdown: BABX -78.8% vs QQQ -83.0%.

Should I hold both BABX and QQQ?

BABX and QQQ have a monthly-return correlation of 0.07, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BABX and QQQ?

BABX and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 103 unique securities.

Which pays a higher dividend, BABX or QQQ?

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

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