BOTT vs QQQ

Quick Verdict

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

Lower Fees: QQQHigher Returns: BOTTMore Diversified: QQQ

Side-by-Side Comparison

MetricBOTTQQQWinner
Expense Ratio0.35%0.18%
AUM$56M$455.8B
Dividend Yield0.12%0.41%
Holdings41108
YTD Return+5.29%+18.31%
1Y Return+39.28%+25.37%
3Y Return (annualized)-+25.79%
5Y Return (annualized)-+15.20%
Volatility (annualized)36.3%30.6%
Max Drawdown-38.5%-83.0%
Fund FamilyThemes ETFsInvesco (US)
CategoryEquityEquity
InceptionApr 22, 2024Mar 10, 1999

BOTT vs QQQ Performance

Themes Humanoid Robotics ETF (BOTT) is a ETF from Themes ETFs and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year BOTT returned +39.28% while QQQ returned +25.37%. Year to date, BOTT is up 5.29% versus a gain of 18.31% for QQQ.

Risk: Volatility and Drawdowns

BOTT has been the more volatile fund, with annualized monthly volatility of 36.3% 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 -38.5% for BOTT 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 0.57. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BOTT charges 0.35% per year while QQQ charges 0.18%. On a $10,000 position that is $35 vs $18 annually, a gap of $17 per year that compounds over a long holding period. On income, BOTT currently yields 0.12% against 0.41% for QQQ.

Holdings Overlap

8.2%overlap

BOTT and QQQ share 3 holdings out of 131 unique holdings combined, representing a 8.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BOTTWeight in QQQDifference
NVDA4.78%7.88%3.10%
TSLA4.47%3.16%1.31%
TER6.79%0.24%6.55%

Frequently Asked Questions

Which is cheaper, BOTT or QQQ?

BOTT has an expense ratio of 0.35% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $17 per year of difference.

Which performed better, BOTT or QQQ?

Over the past year BOTT returned +39.28% vs +25.37% for QQQ, so BOTT leads on 1-year performance. Over the longest common window we track (2 years), BOTT annualized +32.39% vs +13.10% for QQQ. Past performance does not guarantee future results.

Which is riskier, BOTT or QQQ?

BOTT has been the more volatile fund at 36.3% annualized versus 30.6% for QQQ. Worst drawdown: BOTT -38.5% vs QQQ -83.0%.

Should I hold both BOTT and QQQ?

BOTT and QQQ have a monthly-return correlation of 0.57, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BOTT and QQQ?

BOTT and QQQ share 3 common holdings with a 8.2% weight overlap. Combined, they hold 131 unique securities.

Which pays a higher dividend, BOTT or QQQ?

BOTT yields 0.12% while QQQ yields 0.41%, so QQQ currently pays the higher dividend yield.

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