EWV 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

MetricEWVQQQWinner
Expense Ratio0.95%0.18%
AUM$6M$455.8B
Dividend Yield5.07%0.41%
Holdings4108
YTD Return-34.93%+18.31%
1Y Return-41.74%+25.37%
3Y Return (annualized)-32.05%+25.79%
5Y Return (annualized)-19.75%+15.20%
Volatility (annualized)30.4%30.6%
Max Drawdown-99.3%-83.0%
Fund FamilyProSharesInvesco (US)
CategoryAlternativeEquity
InceptionNov 6, 2007Mar 10, 1999

EWV vs QQQ Performance

ProShares UltraShort MSCI Japan (EWV) is a ETF from ProShares and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year EWV returned -41.74% while QQQ returned +25.37%. Year to date, EWV is down 34.93% versus a gain of 18.31% for QQQ.

Over three years, EWV compounded at -32.05% per year against +25.79% for QQQ; over five years the annualized figures are -19.75% and +15.20% respectively. Across the full 19-year window we track, QQQ has the edge at +13.10% annualized vs -20.06%. 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 30.4% for EWV. 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 -99.3% for EWV 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 -0.62. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

EWV 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, EWV currently yields 5.07% against 0.41% for QQQ.

Frequently Asked Questions

Which is cheaper, EWV or QQQ?

EWV 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, EWV or QQQ?

Over the past year EWV returned -41.74% vs +25.37% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (19 years), EWV annualized -20.06% vs +13.10% for QQQ. Past performance does not guarantee future results.

Which is riskier, EWV or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 30.4% for EWV. Worst drawdown: EWV -99.3% vs QQQ -83.0%.

Should I hold both EWV and QQQ?

EWV and QQQ have a monthly-return correlation of -0.62, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, EWV or QQQ?

EWV yields 5.07% while QQQ yields 0.41%, so EWV currently pays the higher dividend yield.

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