EPV 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

MetricEPVQQQWinner
Expense Ratio0.95%0.18%
AUM$11M$455.8B
Dividend Yield4.72%0.41%
Holdings6108
YTD Return-19.98%+18.31%
1Y Return-31.95%+25.37%
3Y Return (annualized)-57.39%+25.79%
5Y Return (annualized)-41.52%+15.20%
Volatility (annualized)37.7%30.6%
Max Drawdown-99.9%-83.0%
Fund FamilyProSharesInvesco (US)
CategoryAlternativeEquity
InceptionJun 16, 2009Mar 10, 1999

EPV vs QQQ Performance

ProShares UltraShort FTSE Europe ETF (EPV) is a ETF from ProShares and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year EPV returned -31.95% while QQQ returned +25.37%. Year to date, EPV is down 19.98% versus a gain of 18.31% for QQQ.

Over three years, EPV compounded at -57.39% per year against +25.79% for QQQ; over five years the annualized figures are -41.52% and +15.20% respectively. Across the full 17-year window we track, QQQ has the edge at +13.10% annualized vs -32.35%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EPV has been the more volatile fund, with annualized monthly volatility of 37.7% compared with 30.6% for QQQ. 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 -99.9% for EPV 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 -0.65. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

EPV charges 0.95% per year while QQQ charges 0.18%. On a $10,000 position that is $95 vs $18 annually, a gap of $77 per year that compounds over a long holding period. On income, EPV currently yields 4.72% against 0.41% for QQQ.

Holdings Overlap

0.0%overlap

EPV and QQQ share 0 holdings out of 104 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, EPV or QQQ?

EPV has an expense ratio of 0.95% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $77 per year of difference.

Which performed better, EPV or QQQ?

Over the past year EPV returned -31.95% vs +25.37% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (17 years), EPV annualized -32.35% vs +13.10% for QQQ. Past performance does not guarantee future results.

Which is riskier, EPV or QQQ?

EPV has been the more volatile fund at 37.7% annualized versus 30.6% for QQQ. Worst drawdown: EPV -99.9% vs QQQ -83.0%.

Should I hold both EPV and QQQ?

EPV and QQQ have a monthly-return correlation of -0.65, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EPV and QQQ?

EPV and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 104 unique securities.

Which pays a higher dividend, EPV or QQQ?

EPV yields 4.72% while QQQ yields 0.41%, so EPV currently pays the higher dividend yield.

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