EZJ vs QQQ

EZJ vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. EZJ delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.

Lower Fees: QQQHigher Returns: EZJMore Diversified: QQQ

Side-by-Side Comparison

MetricEZJQQQWinner
Expense Ratio1.17%0.18%
AUM$14M$496.3B
Dividend Yield1.93%0.44%
Holdings8108
YTD Return+28.64%+16.64%
1Y Return+43.12%+27.27%
3Y Return (annualized)+29.62%+25.96%
5Y Return (annualized)+8.80%+14.54%
Volatility (annualized)28.6%30.6%
Max Drawdown-59.7%-83.0%
Fund FamilyProSharesInvesco (US)
CategoryAlternativeEquity
InceptionJun 2, 2009Mar 10, 1999

EZJ vs QQQ Performance

ProShares Ultra MSCI Japan (EZJ) is a ETF from ProShares and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year EZJ returned +43.12% while QQQ returned +27.27%. Year to date, EZJ is up 28.64% versus a gain of 16.64% for QQQ.

Over three years, EZJ compounded at +29.62% per year against +25.96% for QQQ; over five years the annualized figures are +8.80% and +14.54% respectively. Across the full 17-year window we track, QQQ has the edge at +13.03% annualized vs +7.89%. 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 28.6% for EZJ. 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 -59.7% for EZJ 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

EZJ charges 1.17% per year while QQQ charges 0.18%. On a $10,000 position that is $117 vs $18 annually, a gap of $99 per year that compounds over a long holding period. On income, EZJ currently yields 1.93% against 0.44% for QQQ.

Holdings Overlap

0.0%overlap

EZJ 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, EZJ or QQQ?

EZJ has an expense ratio of 1.17% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $99 per year of difference.

Which performed better, EZJ or QQQ?

Over the past year EZJ returned +43.12% vs +27.27% for QQQ, so EZJ leads on 1-year performance. Over the longest common window we track (17 years), EZJ annualized +7.89% vs +13.03% for QQQ. Past performance does not guarantee future results.

Which is riskier, EZJ or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 28.6% for EZJ. Worst drawdown: EZJ -59.7% vs QQQ -83.0%.

Should I hold both EZJ and QQQ?

EZJ 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 EZJ and QQQ?

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

Which pays a higher dividend, EZJ or QQQ?

EZJ yields 1.93% while QQQ yields 0.44%, so EZJ currently pays the higher dividend yield.

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