EBIZ vs QQQ

EBIZ 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

MetricEBIZQQQWinner
Expense Ratio0.50%0.18%
AUM$29M$496.3B
Dividend Yield0.50%0.44%
Holdings42108
YTD Return-6.56%+16.23%
1Y Return-7.59%+26.23%
3Y Return (annualized)+19.30%+25.75%
5Y Return (annualized)+0.68%+14.78%
Volatility (annualized)27.3%30.6%
Max Drawdown-61.6%-83.0%
Fund FamilyGlobal X by mirae AssetInvesco (US)
CategoryEquityEquity
InceptionNov 27, 2018Mar 10, 1999

EBIZ vs QQQ Performance

Global X E-commerce ETF (EBIZ) is a ETF from Global X by mirae Asset and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year EBIZ returned -7.59% while QQQ returned +26.23%. Year to date, EBIZ is down 6.56% versus a gain of 16.23% for QQQ.

Over three years, EBIZ compounded at +19.30% per year against +25.75% for QQQ; over five years the annualized figures are +0.68% and +14.78% respectively. Across the full 8-year window we track, QQQ has the edge at +13.02% annualized vs +9.29%. 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 27.3% for EBIZ. 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 -61.6% for EBIZ 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 0.72. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

EBIZ charges 0.50% per year while QQQ charges 0.18%. On a $10,000 position that is $50 vs $18 annually, a gap of $32 per year that compounds over a long holding period. On income, EBIZ currently yields 0.50% against 0.44% for QQQ.

Holdings Overlap

6.3%overlap

EBIZ and QQQ share 5 holdings out of 137 unique holdings combined, representing a 6.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in EBIZWeight in QQQDifference
AMZN4.14%4.67%0.53%
BKNG4.05%0.70%3.35%
SHOP:CA3.80%0.77%3.03%
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Frequently Asked Questions

Which is cheaper, EBIZ or QQQ?

EBIZ has an expense ratio of 0.50% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $32 per year of difference.

Which performed better, EBIZ or QQQ?

Over the past year EBIZ returned -7.59% vs +26.23% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (8 years), EBIZ annualized +9.29% vs +13.02% for QQQ. Past performance does not guarantee future results.

Which is riskier, EBIZ or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 27.3% for EBIZ. Worst drawdown: EBIZ -61.6% vs QQQ -83.0%.

Should I hold both EBIZ and QQQ?

EBIZ and QQQ have a monthly-return correlation of 0.72, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EBIZ and QQQ?

EBIZ and QQQ share 5 common holdings with a 6.3% weight overlap. Combined, they hold 137 unique securities.

Which pays a higher dividend, EBIZ or QQQ?

EBIZ yields 0.50% while QQQ yields 0.44%, so EBIZ currently pays the higher dividend yield.

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