CHAU vs QQQ

CHAU vs QQQ

Which is better, CHAU or QQQ?

Multi Alternative against Large Cap Growth.

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y 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

MetricCHAUQQQ
Expense Ratio1.19%0.18%Best
AUM$94M$483.5B
Dividend Yield2.08%0.44%
Holdings10107
YTD Return-5.39%+15.18%Best
1Y Return+3.18%+19.65%Best
3Y Return (annualized)+9.65%+24.60%Best
5Y Return (annualized)-10.35%+13.94%Best
Volatility (annualized)45.5%18.8%Best
Max Drawdown-79.7%-35.1%Best
$10,000 over 5 years$5,791$19,204Best
Fund FamilyDirexion Shares ETF TrustInvesco (US)
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Growth
InceptionApr 16, 2015Mar 10, 1999

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Apr 16, 2015 to Sep 15, 2026 (11.4 years).

CHAU vs QQQ growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

CHAU vs QQQ Performance

Direxion Daily CSI 300 China A Share Bull 2X ETF (CHAU) is an ETF from Direxion Shares ETF Trust and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year CHAU returned +3.18% while QQQ returned +19.65%. Year to date, CHAU is down 5.39% versus a gain of 15.18% for QQQ.

Over three years, CHAU compounded at +9.65% per year against +24.60% for QQQ; over five years the annualized figures are -10.35% and +13.94% respectively. Across the full 11-year window we track, QQQ has the edge at +18.22% annualized vs -5.63%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

CHAU has been the more volatile fund, with annualized monthly volatility of 45.5% compared with 18.8% 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 -79.7% for CHAU and -35.1% 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 0.39. They move together some of the time, and apart the rest.

Fees and Cost Over Time

CHAU charges 1.19% per year while QQQ charges 0.18%. On a $10,000 position that is $119 vs $18 annually, a gap of $101 per year that compounds over a long holding period. On income, CHAU currently yields 2.08% against 0.44% for QQQ.

Holdings Overlap

We hold position weights for 4 holdings in CHAU and 102 in QQQ, totalling 100.2% and 99.9% 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 4 positions we hold weights for in CHAU and 102 in QQQ, against full books of 10 and 107.

You are not choosing between two funds in isolation.

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

CHAUQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CHAU or QQQ?

CHAU has an expense ratio of 1.19% while QQQ charges 0.18%. QQQ is the cheaper option, by $101 a year on a $10,000 investment.

Which performed better, CHAU or QQQ?

Over the past year CHAU returned +3.18% vs +19.65% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (11 years), CHAU annualized -5.63% vs +18.22% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, CHAU or QQQ?

CHAU has been the more volatile fund at 45.5% annualized versus 18.8% for QQQ. Worst drawdown: CHAU -79.7% vs QQQ -35.1%.

Should I hold both CHAU and QQQ?

CHAU and QQQ have a monthly-return correlation of 0.39, 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, CHAU or QQQ?

CHAU yields 2.08% while QQQ yields 0.44%, so CHAU currently pays the higher dividend yield.

Is QQQ better than CHAU?

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.