BTGD vs QQQ

BTGD 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

MetricBTGDQQQWinner
Expense Ratio1.09%0.18%
AUM$44M$496.3B
Dividend Yield5.62%0.44%
Holdings5108
YTD Return-19.55%+16.64%
1Y Return-20.80%+27.27%
3Y Return (annualized)-+25.96%
5Y Return (annualized)-+14.54%
Volatility (annualized)56.3%30.6%
Max Drawdown-58.8%-83.0%
Fund FamilyQuantify FundsInvesco (US)
CategoryAlternativeEquity
InceptionOct 15, 2024Mar 10, 1999

BTGD vs QQQ Performance

STKd 100% Bitcoin & 100% Gold ETF (BTGD) is a ETF from Quantify Funds and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year BTGD returned -20.80% while QQQ returned +27.27%. Year to date, BTGD is down 19.55% versus a gain of 16.64% for QQQ.

Risk: Volatility and Drawdowns

BTGD has been the more volatile fund, with annualized monthly volatility of 56.3% 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 -58.8% for BTGD 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 0.33. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BTGD charges 1.09% per year while QQQ charges 0.18%. On a $10,000 position that is $109 vs $18 annually, a gap of $91 per year that compounds over a long holding period. On income, BTGD currently yields 5.62% against 0.44% for QQQ.

Holdings Overlap

0.0%overlap

BTGD 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, BTGD or QQQ?

BTGD has an expense ratio of 1.09% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $91 per year of difference.

Which performed better, BTGD or QQQ?

Over the past year BTGD returned -20.80% vs +27.27% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), BTGD annualized +22.08% vs +13.03% for QQQ. Past performance does not guarantee future results.

Which is riskier, BTGD or QQQ?

BTGD has been the more volatile fund at 56.3% annualized versus 30.6% for QQQ. Worst drawdown: BTGD -58.8% vs QQQ -83.0%.

Should I hold both BTGD and QQQ?

BTGD and QQQ have a monthly-return correlation of 0.33, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BTGD and QQQ?

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

Which pays a higher dividend, BTGD or QQQ?

BTGD yields 5.62% while QQQ yields 0.44%, so BTGD currently pays the higher dividend yield.

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