COAL vs QQQ
Range Global Coal Index ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ has a lower expense ratio. COAL delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.
Side-by-Side Comparison
| Metric | COAL | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.85% | 0.18% | |
| AUM | $52M | $496.3B | |
| Dividend Yield | 2.65% | 0.44% | |
| Holdings | 29 | 108 | |
| YTD Return | +14.28% | +16.64% | |
| 1Y Return | +39.30% | +27.27% | |
| 3Y Return (annualized) | - | +25.96% | |
| 5Y Return (annualized) | - | +14.54% | |
| Volatility (annualized) | 26.8% | 30.6% | |
| Max Drawdown | -43.3% | -83.0% | |
| Fund Family | Range ETFs | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | Jan 10, 2024 | Mar 10, 1999 |
COAL vs QQQ Performance
Range Global Coal Index ETF (COAL) is a ETF from Range ETFs and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year COAL returned +39.30% while QQQ returned +27.27%. Year to date, COAL is up 14.28% versus a gain of 16.64% for QQQ.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 26.8% for COAL. 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 -43.3% for COAL 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 0.06. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
COAL charges 0.85% per year while QQQ charges 0.18%. On a $10,000 position that is $85 vs $18 annually, a gap of $67 per year that compounds over a long holding period. On income, COAL currently yields 2.65% against 0.44% for QQQ.
Holdings Overlap
COAL and QQQ share 0 holdings out of 132 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, COAL or QQQ?
COAL has an expense ratio of 0.85% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $67 per year of difference.
Which performed better, COAL or QQQ?
Over the past year COAL returned +39.30% vs +27.27% for QQQ, so COAL leads on 1-year performance. Over the longest common window we track (3 years), COAL annualized +3.24% vs +13.03% for QQQ. Past performance does not guarantee future results.
Which is riskier, COAL or QQQ?
QQQ has been the more volatile fund at 30.6% annualized versus 26.8% for COAL. Worst drawdown: COAL -43.3% vs QQQ -83.0%.
Should I hold both COAL and QQQ?
COAL and QQQ have a monthly-return correlation of 0.06, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between COAL and QQQ?
COAL and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 132 unique securities.
Which pays a higher dividend, COAL or QQQ?
COAL yields 2.65% while QQQ yields 0.44%, so COAL currently pays the higher dividend yield.
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