BTRN vs QQQ

BTRN vs QQQ

Which is better, BTRN or QQQ?

Multi Alternative against Large Cap Growth.

QQQ has a lower expense ratio. QQQ led over 1Y and the full window.

Lower Fees: QQQHigher Returns: QQQ

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricBTRNQQQ
Expense Ratio0.95%0.18%Best
AUM$1M$506.1B
Dividend Yield28.41%0.42%
Holdings10321
Volatility (annualized)32.5%17.7%Best
Max Drawdown-37.0%-22.8%Best
$10,000 over 2.6 years$10,914$16,215Best
Fund FamilyGlobal X by mirae AssetInvesco (US)
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Growth
InceptionMar 20, 2024Mar 10, 1999

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 14 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. BTRN has data through Oct 16, 2026 and QQQ through Oct 30, 2026.

Volatility and max drawdown, and the $10,000 over 2.6 years row, are measured over the window both funds cover: Mar 21, 2024 to Oct 16, 2026 (2.6 years).

Risk: Volatility and Drawdowns

BTRN has been the more volatile fund, with annualized monthly volatility of 32.5% compared with 17.7% 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 -37.0% for BTRN and -22.8% for QQQ. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.26. They move largely independently of each other.

Fees and Cost Over Time

BTRN 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, BTRN currently yields 28.41% against 0.42% for QQQ.

Holdings Overlap

We hold position weights for 1 holding in BTRN and 101 in QQQ, totalling 3.7% and 99.6% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 1 positions we hold weights for in BTRN and 101 in QQQ, against full books of 10 and 321.

You are not choosing between two funds in isolation.

Whichever of BTRN and QQQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BTRNQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BTRN or QQQ?

BTRN has an expense ratio of 0.95% while QQQ charges 0.18%. QQQ is the cheaper option, by $77 a year on a $10,000 investment.

Which is riskier, BTRN or QQQ?

BTRN has been the more volatile fund at 32.5% annualized versus 17.7% for QQQ. Worst drawdown: BTRN -37.0% vs QQQ -22.8%.

Should I hold both BTRN and QQQ?

BTRN and QQQ have a monthly-return correlation of 0.26, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, BTRN or QQQ?

BTRN yields 28.41% while QQQ yields 0.42%, so BTRN currently pays the higher dividend yield.

Is QQQ better than BTRN?

QQQ has a lower expense ratio. QQQ led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.