BTCZ vs QQQ
T-Rex 2X Inverse Bitcoin Daily Target ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.
Side-by-Side Comparison
| Metric | BTCZ | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.95% | 0.18% | |
| AUM | $22M | $496.3B | |
| Dividend Yield | 0.01% | 0.44% | |
| Holdings | 3 | 108 | |
| YTD Return | -8.77% | +16.64% | |
| 1Y Return | +19.34% | +27.27% | |
| 3Y Return (annualized) | - | +25.96% | |
| 5Y Return (annualized) | - | +14.54% | |
| Volatility (annualized) | 86.8% | 30.6% | |
| Max Drawdown | -91.1% | -83.0% | |
| Fund Family | REX Shares | Invesco (US) | |
| Category | Alternative | Equity | |
| Inception | Jul 10, 2024 | Mar 10, 1999 |
BTCZ vs QQQ Performance
T-Rex 2X Inverse Bitcoin Daily Target ETF (BTCZ) is a ETF from REX Shares and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year BTCZ returned +19.34% while QQQ returned +27.27%. Year to date, BTCZ is down 8.77% versus a gain of 16.64% for QQQ.
Risk: Volatility and Drawdowns
BTCZ has been the more volatile fund, with annualized monthly volatility of 86.8% 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 -91.1% for BTCZ 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 -0.34. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BTCZ charges 0.95% per year while QQQ charges 0.18%. On a $10,000 position that is $95 vs $18 annually, a gap of $77 per year that compounds over a long holding period. On income, BTCZ currently yields 0.01% against 0.44% for QQQ.
Holdings Overlap
BTCZ 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, BTCZ or QQQ?
BTCZ has an expense ratio of 0.95% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $77 per year of difference.
Which performed better, BTCZ or QQQ?
Over the past year BTCZ returned +19.34% vs +27.27% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), BTCZ annualized -60.09% vs +13.03% for QQQ. Past performance does not guarantee future results.
Which is riskier, BTCZ or QQQ?
BTCZ has been the more volatile fund at 86.8% annualized versus 30.6% for QQQ. Worst drawdown: BTCZ -91.1% vs QQQ -83.0%.
Should I hold both BTCZ and QQQ?
BTCZ and QQQ have a monthly-return correlation of -0.34, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BTCZ and QQQ?
BTCZ and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 103 unique securities.
Which pays a higher dividend, BTCZ or QQQ?
BTCZ yields 0.01% while QQQ yields 0.44%, so QQQ currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.