DIPS vs QQQ

Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 103 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: QQQ

Side-by-Side Comparison

MetricDIPSQQQWinner
Expense Ratio1.05%0.18%
AUM$8M$455.8B
Dividend Yield62.08%0.41%
Holdings13108
YTD Return-13.90%+18.20%
1Y Return-14.87%+27.63%
3Y Return (annualized)-+25.54%
5Y Return (annualized)-+15.12%
Volatility (annualized)26.4%30.6%
Max Drawdown-59.9%-83.0%
Fund FamilyYieldMax ETFInvesco (US)
CategoryAlternativeEquity
InceptionJul 23, 2024Mar 10, 1999

DIPS vs QQQ Performance

YieldMax Short NVDA Option Income Strategy ETF (DIPS) is a ETF from YieldMax ETF and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year DIPS returned -14.87% while QQQ returned +27.63%. Year to date, DIPS is down 13.90% versus a gain of 18.20% for QQQ.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 26.4% for DIPS. 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 -59.9% for DIPS 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 -0.64. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

DIPS charges 1.05% per year while QQQ charges 0.18%. On a $10,000 position that is $105 vs $18 annually, a gap of $87 per year that compounds over a long holding period. On income, DIPS currently yields 62.08% against 0.41% for QQQ.

Holdings Overlap

0.0%overlap

DIPS and QQQ share 0 holdings out of 106 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, DIPS or QQQ?

DIPS has an expense ratio of 1.05% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $87 per year of difference.

Which performed better, DIPS or QQQ?

Over the past year DIPS returned -14.87% vs +27.63% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), DIPS annualized -32.38% vs +13.11% for QQQ. Past performance does not guarantee future results.

Which is riskier, DIPS or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 26.4% for DIPS. Worst drawdown: DIPS -59.9% vs QQQ -83.0%.

Should I hold both DIPS and QQQ?

DIPS and QQQ have a monthly-return correlation of -0.64, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DIPS and QQQ?

DIPS and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 106 unique securities.

Which pays a higher dividend, DIPS or QQQ?

DIPS yields 62.08% while QQQ yields 0.41%, so DIPS currently pays the higher dividend yield.

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