GHMS vs QQQ

GHMS 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

MetricGHMSQQQWinner
Expense Ratio1.42%0.18%
AUM$17M$496.3B
Dividend Yield5.03%0.44%
Holdings29108
YTD Return+3.61%+16.23%
1Y Return+3.37%+26.23%
3Y Return (annualized)-+25.75%
5Y Return (annualized)-+14.78%
Volatility (annualized)4.7%30.6%
Max Drawdown-6.6%-83.0%
Fund FamilyGoose Hollow Capital Management LLCInvesco (US)
CategoryFixed IncomeEquity
InceptionNov 14, 2023Mar 10, 1999

GHMS vs QQQ Performance

Goose Hollow Multi-Strategy Income ETF (GHMS) is a ETF from Goose Hollow Capital Management LLC and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year GHMS returned +3.37% while QQQ returned +26.23%. Year to date, GHMS is up 3.61% versus a gain of 16.23% for QQQ.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 4.7% for GHMS. 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 -6.6% for GHMS 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 0.18. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

GHMS charges 1.42% per year while QQQ charges 0.18%. On a $10,000 position that is $142 vs $18 annually, a gap of $124 per year that compounds over a long holding period. On income, GHMS currently yields 5.03% against 0.44% for QQQ.

Frequently Asked Questions

Which is cheaper, GHMS or QQQ?

GHMS has an expense ratio of 1.42% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $124 per year of difference.

Which performed better, GHMS or QQQ?

Over the past year GHMS returned +3.37% vs +26.23% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), GHMS annualized +2.48% vs +13.02% for QQQ. Past performance does not guarantee future results.

Which is riskier, GHMS or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 4.7% for GHMS. Worst drawdown: GHMS -6.6% vs QQQ -83.0%.

Should I hold both GHMS and QQQ?

GHMS and QQQ have a monthly-return correlation of 0.18, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, GHMS or QQQ?

GHMS yields 5.03% while QQQ yields 0.44%, so GHMS currently pays the higher dividend yield.

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