DHSB vs QQQ

DHSB 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

MetricDHSBQQQWinner
Expense Ratio0.68%0.18%
AUM$39M$496.3B
Dividend Yield1.19%0.44%
Holdings5108
YTD Return+5.88%+17.07%
1Y Return+8.86%+26.39%
3Y Return (annualized)-+26.08%
5Y Return (annualized)-+15.18%
Volatility (annualized)4.6%30.6%
Max Drawdown-7.7%-83.0%
Fund FamilyDay Hagan FundsInvesco (US)
CategoryAlternativeEquity
InceptionFeb 12, 2025Mar 10, 1999

DHSB vs QQQ Performance

Day Hagan Smart Buffer ETF (DHSB) is a ETF from Day Hagan Funds and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year DHSB returned +8.86% while QQQ returned +26.39%. Year to date, DHSB is up 5.88% versus a gain of 17.07% for QQQ.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 4.6% for DHSB. 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 -7.7% for DHSB 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 0.86. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DHSB charges 0.68% per year while QQQ charges 0.18%. On a $10,000 position that is $68 vs $18 annually, a gap of $50 per year that compounds over a long holding period. On income, DHSB currently yields 1.19% against 0.44% for QQQ.

Holdings Overlap

0.0%overlap

DHSB and QQQ share 0 holdings out of 103 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, DHSB or QQQ?

DHSB has an expense ratio of 0.68% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $50 per year of difference.

Which performed better, DHSB or QQQ?

Over the past year DHSB returned +8.86% vs +26.39% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), DHSB annualized +7.22% vs +13.05% for QQQ. Past performance does not guarantee future results.

Which is riskier, DHSB or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 4.6% for DHSB. Worst drawdown: DHSB -7.7% vs QQQ -83.0%.

Should I hold both DHSB and QQQ?

DHSB and QQQ have a monthly-return correlation of 0.86, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DHSB and QQQ?

DHSB and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 103 unique securities.

Which pays a higher dividend, DHSB or QQQ?

DHSB yields 1.19% while QQQ yields 0.44%, so DHSB currently pays the higher dividend yield.

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