ERY vs QQQ
Direxion Daily Energy Bear 2X ETF vs Invesco QQQ Trust, Series 1
Which is better, ERY or QQQ?
Trading-Inverse Equity against Large Cap Growth.
QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window.
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
| Metric | ERY | QQQ |
|---|---|---|
| Expense Ratio | 0.99% | 0.18%Best |
| AUM | $38M | $483.5B |
| Dividend Yield | 4.05% | 0.44% |
| Holdings | 7 | 107 |
| YTD Return | -54.15% | +16.87%Best |
| 1Y Return | -57.49% | +22.98%Best |
| 3Y Return (annualized) | -26.10% | +24.98%Best |
| 5Y Return (annualized) | -42.76% | +14.39%Best |
| Volatility (annualized) | 59.5% | 17.7%Best |
| Max Drawdown | - | -35.1% |
| $10,000 over 5 years | $614 | $19,586Best |
| Fund Family | Direxion Shares ETF Trust | Invesco (US) |
| Category | Alternative | Equity |
| Style | Trading-Inverse Equity | Large Cap Growth |
| Inception | Nov 6, 2008 | Mar 10, 1999 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Nov 6, 2008 to Sep 11, 2026 (17.8 years).
ERY 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
ERY vs QQQ Performance
Direxion Daily Energy Bear 2X ETF (ERY) is an ETF from Direxion Shares ETF Trust and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year ERY returned -57.49% while QQQ returned +22.98%. Year to date, ERY is down 54.15% versus a gain of 16.87% for QQQ.
Over three years, ERY compounded at -26.10% per year against +24.98% for QQQ; over five years the annualized figures are -42.76% and +14.39% respectively. Across the full 18-year window we track, QQQ has the edge at +19.54% annualized vs -40.46%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ERY has been the more volatile fund, with annualized monthly volatility of 59.5% compared with 17.7% for QQQ. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The two funds' monthly returns correlate at -0.43. They move together some of the time, and apart the rest.
Fees and Cost Over Time
ERY charges 0.99% per year while QQQ charges 0.18%. On a $10,000 position that is $99 vs $18 annually, a gap of $81 per year that compounds over a long holding period. On income, ERY currently yields 4.05% against 0.44% for QQQ.
Holdings Overlap
We hold position weights for 2 holdings in ERY and 102 in QQQ, totalling 108.6% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 2 positions we hold weights for in ERY and 102 in QQQ, against full books of 7 and 107.
You are not choosing between two funds in isolation.
Whichever of ERY and QQQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, ERY or QQQ?
ERY has an expense ratio of 0.99% while QQQ charges 0.18%. QQQ is the cheaper option, by $81 a year on a $10,000 investment.
Which performed better, ERY or QQQ?
Over the past year ERY returned -57.49% vs +22.98% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (18 years), ERY annualized -40.46% vs +19.54% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ERY or QQQ?
ERY has been the more volatile fund at 59.5% annualized versus 17.7% for QQQ.
Should I hold both ERY and QQQ?
ERY and QQQ have a monthly-return correlation of -0.43, 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, ERY or QQQ?
ERY yields 4.05% while QQQ yields 0.44%, so ERY currently pays the higher dividend yield.
Is QQQ better than ERY?
QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.