CPSR vs QQQ

CPSR vs QQQ

Which is better, CPSR or QQQ?

Option Writing 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

MetricCPSRQQQ
Expense Ratio0.69%0.18%Best
AUM$34M$483.5B
Dividend Yield0.00%0.44%
Holdings5107
YTD Return+3.92%+17.95%Best
1Y Return+5.59%+21.77%Best
3Y Return (annualized)-+25.63%
5Y Return (annualized)-+15.24%
Volatility (annualized)1.7%Best19.1%
Max Drawdown-3.4%Best-17.0%
$10,000 over 1.5 years$10,998$14,465Best
Fund FamilyCalamos InvestmentsInvesco (US)
CategoryAlternativeEquity
StyleOption WritingLarge Cap Growth
InceptionMar 3, 2025Mar 10, 1999

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.5 years row, are measured over the window both funds cover: Mar 3, 2025 to Sep 18, 2026 (1.5 years).

CPSR 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 covers the 1.5 years both funds cover.

CPSR vs QQQ Performance

Calamos S&P 500 Structured Alt Protection ETF - March (CPSR) is an ETF from Calamos Investments and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year CPSR returned +5.59% while QQQ returned +21.77%. Year to date, CPSR is up 3.92% versus a gain of 17.95% for QQQ.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 19.1% compared with 1.7% for CPSR. 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 -3.4% for CPSR and -17.0% 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 0.65. They move together some of the time, and apart the rest.

Fees and Cost Over Time

CPSR charges 0.69% per year while QQQ charges 0.18%. On a $10,000 position that is $69 vs $18 annually, a gap of $51 per year that compounds over a long holding period. On income, CPSR currently yields 0.00% against 0.44% for QQQ.

You are not choosing between two funds in isolation.

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

CPSRQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CPSR or QQQ?

CPSR has an expense ratio of 0.69% while QQQ charges 0.18%. QQQ is the cheaper option, by $51 a year on a $10,000 investment.

Which performed better, CPSR or QQQ?

Over the past year CPSR returned +5.59% vs +21.77% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), CPSR annualized +6.55% vs +27.90% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, CPSR or QQQ?

QQQ has been the more volatile fund at 19.1% annualized versus 1.7% for CPSR. Worst drawdown: CPSR -3.4% vs QQQ -17.0%.

Should I hold both CPSR and QQQ?

CPSR and QQQ have a monthly-return correlation of 0.65, 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, CPSR or QQQ?

CPSR yields 0.00% while QQQ yields 0.44%, so QQQ currently pays the higher dividend yield.

Is QQQ better than CPSR?

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.