BTOP vs QQQ

Quick Verdict

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

Lower Fees: QQQHigher Returns: QQQMore Diversified: QQQ

Side-by-Side Comparison

MetricBTOPQQQWinner
Expense Ratio0.89%0.18%
AUM$4M$455.8B
Dividend Yield2.32%0.41%
Holdings5108
YTD Return+0.00%+19.68%
1Y Return-12.09%+26.75%
3Y Return (annualized)-+26.25%
5Y Return (annualized)-+15.39%
Volatility (annualized)53.5%30.6%
Max Drawdown-43.4%-83.0%
Fund FamilyBitwiseInvesco (US)
CategoryAlternativeEquity
InceptionSep 29, 2023Mar 10, 1999

BTOP vs QQQ Performance

Bitwise Trendwise BTC/ETH and Treasuries Rotation Strategy ETF (BTOP) is a ETF from Bitwise and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year BTOP returned -12.09% while QQQ returned +26.75%. Year to date, BTOP is up 0.00% versus a gain of 19.68% for QQQ.

Risk: Volatility and Drawdowns

BTOP has been the more volatile fund, with annualized monthly volatility of 53.5% 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 -43.4% for BTOP 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 0.35. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BTOP charges 0.89% per year while QQQ charges 0.18%. On a $10,000 position that is $89 vs $18 annually, a gap of $71 per year that compounds over a long holding period. On income, BTOP currently yields 2.32% against 0.41% for QQQ.

Holdings Overlap

0.0%overlap

BTOP 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, BTOP or QQQ?

BTOP has an expense ratio of 0.89% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $71 per year of difference.

Which performed better, BTOP or QQQ?

Over the past year BTOP returned -12.09% vs +26.75% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (3 years), BTOP annualized +28.38% vs +13.15% for QQQ. Past performance does not guarantee future results.

Which is riskier, BTOP or QQQ?

BTOP has been the more volatile fund at 53.5% annualized versus 30.6% for QQQ. Worst drawdown: BTOP -43.4% vs QQQ -83.0%.

Should I hold both BTOP and QQQ?

BTOP and QQQ have a monthly-return correlation of 0.35, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BTOP and QQQ?

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

Which pays a higher dividend, BTOP or QQQ?

BTOP yields 2.32% while QQQ yields 0.41%, so BTOP currently pays the higher dividend yield.

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