CLIX vs QQQ

CLIX 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

MetricCLIXQQQWinner
Expense Ratio0.65%0.18%
AUM$6M$496.3B
Dividend Yield0.53%0.44%
Holdings30108
YTD Return+0.61%+16.23%
1Y Return+8.52%+26.23%
3Y Return (annualized)+20.55%+25.75%
5Y Return (annualized)-1.82%+14.78%
Volatility (annualized)24.6%30.6%
Max Drawdown-73.2%-83.0%
Fund FamilyProSharesInvesco (US)
CategoryAlternativeEquity
InceptionNov 14, 2017Mar 10, 1999

CLIX vs QQQ Performance

ProShares Long Online/Short Stores ETF (CLIX) is a ETF from ProShares and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year CLIX returned +8.52% while QQQ returned +26.23%. Year to date, CLIX is up 0.61% versus a gain of 16.23% for QQQ.

Over three years, CLIX compounded at +20.55% per year against +25.75% for QQQ; over five years the annualized figures are -1.82% and +14.78% respectively. Across the full 9-year window we track, QQQ has the edge at +13.02% annualized vs +4.96%. 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 24.6% for CLIX. 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 -73.2% for CLIX 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 0.62. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

CLIX charges 0.65% per year while QQQ charges 0.18%. On a $10,000 position that is $65 vs $18 annually, a gap of $47 per year that compounds over a long holding period. On income, CLIX currently yields 0.53% against 0.44% for QQQ.

Holdings Overlap

5.4%overlap

CLIX and QQQ share 3 holdings out of 121 unique holdings combined, representing a 5.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in CLIXWeight in QQQDifference
AMZN21.10%4.67%16.43%
PDD:IE4.43%0.27%4.16%
MELI3.70%0.43%3.27%

Frequently Asked Questions

Which is cheaper, CLIX or QQQ?

CLIX has an expense ratio of 0.65% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $47 per year of difference.

Which performed better, CLIX or QQQ?

Over the past year CLIX returned +8.52% vs +26.23% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (9 years), CLIX annualized +4.96% vs +13.02% for QQQ. Past performance does not guarantee future results.

Which is riskier, CLIX or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 24.6% for CLIX. Worst drawdown: CLIX -73.2% vs QQQ -83.0%.

Should I hold both CLIX and QQQ?

CLIX and QQQ have a monthly-return correlation of 0.62, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CLIX and QQQ?

CLIX and QQQ share 3 common holdings with a 5.4% weight overlap. Combined, they hold 121 unique securities.

Which pays a higher dividend, CLIX or QQQ?

CLIX yields 0.53% while QQQ yields 0.44%, so CLIX currently pays the higher dividend yield.

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