CCRV vs QQQ

CCRV 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

MetricCCRVQQQWinner
Expense Ratio0.40%0.18%
AUM$27M$496.3B
Dividend Yield4.31%0.44%
Holdings91108
YTD Return-0.70%+16.23%
1Y Return+1.35%+26.23%
3Y Return (annualized)+3.74%+25.75%
5Y Return (annualized)+14.07%+14.78%
Volatility (annualized)14.2%30.6%
Max Drawdown-24.8%-83.0%
Fund FamilyiShares by BlackRock (US)Invesco (US)
CategoryCommodityEquity
InceptionSep 1, 2020Mar 10, 1999

CCRV vs QQQ Performance

iShares Commodity Curve Carry Strategy ETF (CCRV) is a ETF from iShares by BlackRock (US) and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year CCRV returned +1.35% while QQQ returned +26.23%. Year to date, CCRV is down 0.70% versus a gain of 16.23% for QQQ.

Over three years, CCRV compounded at +3.74% per year against +25.75% for QQQ; over five years the annualized figures are +14.07% and +14.78% respectively. Across the full 5-year window we track, CCRV has the edge at +14.07% annualized vs +13.02%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 14.2% for CCRV. 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 -24.8% for CCRV 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 0.07. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

CCRV charges 0.40% per year while QQQ charges 0.18%. On a $10,000 position that is $40 vs $18 annually, a gap of $22 per year that compounds over a long holding period. On income, CCRV currently yields 4.31% against 0.44% for QQQ.

Frequently Asked Questions

Which is cheaper, CCRV or QQQ?

CCRV has an expense ratio of 0.40% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $22 per year of difference.

Which performed better, CCRV or QQQ?

Over the past year CCRV returned +1.35% vs +26.23% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (5 years), CCRV annualized +14.07% vs +13.02% for QQQ. Past performance does not guarantee future results.

Which is riskier, CCRV or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 14.2% for CCRV. Worst drawdown: CCRV -24.8% vs QQQ -83.0%.

Should I hold both CCRV and QQQ?

CCRV and QQQ have a monthly-return correlation of 0.07, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, CCRV or QQQ?

CCRV yields 4.31% while QQQ yields 0.44%, so CCRV currently pays the higher dividend yield.

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