GOEX vs QQQ

GOEX vs QQQ
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Quick Verdict

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

Lower Fees: QQQHigher Returns: GOEXMore Diversified: QQQ

Side-by-Side Comparison

MetricGOEXQQQWinner
Expense Ratio0.65%0.18%
AUM$128M$496.3B
Dividend Yield2.57%0.44%
Holdings55108
YTD Return+16.83%+16.23%
1Y Return+92.80%+26.23%
3Y Return (annualized)+62.11%+25.75%
5Y Return (annualized)+30.01%+14.78%
Volatility (annualized)45.0%30.6%
Max Drawdown-90.6%-83.0%
Fund FamilyGlobal X by mirae AssetInvesco (US)
CategoryEquityEquity
InceptionNov 3, 2010Mar 10, 1999

GOEX vs QQQ Performance

Global X Gold Explorers ETF (GOEX) is a ETF from Global X by mirae Asset and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year GOEX returned +92.80% while QQQ returned +26.23%. Year to date, GOEX is up 16.83% versus a gain of 16.23% for QQQ.

Over three years, GOEX compounded at +62.11% per year against +25.75% for QQQ; over five years the annualized figures are +30.01% and +14.78% respectively. Across the full 16-year window we track, QQQ has the edge at +13.02% annualized vs -1.71%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GOEX has been the more volatile fund, with annualized monthly volatility of 45.0% 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 -90.6% for GOEX 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 0.23. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

GOEX charges 0.65% per year while QQQ charges 0.18%. On a $10,000 position that is $65 vs $18 annually, a gap of $47 per year that compounds over a long holding period. On income, GOEX currently yields 2.57% against 0.44% for QQQ.

Holdings Overlap

0.0%overlap

GOEX and QQQ share 0 holdings out of 153 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, GOEX or QQQ?

GOEX has an expense ratio of 0.65% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $47 per year of difference.

Which performed better, GOEX or QQQ?

Over the past year GOEX returned +92.80% vs +26.23% for QQQ, so GOEX leads on 1-year performance. Over the longest common window we track (16 years), GOEX annualized -1.71% vs +13.02% for QQQ. Past performance does not guarantee future results.

Which is riskier, GOEX or QQQ?

GOEX has been the more volatile fund at 45.0% annualized versus 30.6% for QQQ. Worst drawdown: GOEX -90.6% vs QQQ -83.0%.

Should I hold both GOEX and QQQ?

GOEX and QQQ have a monthly-return correlation of 0.23, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GOEX and QQQ?

GOEX and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 153 unique securities.

Which pays a higher dividend, GOEX or QQQ?

GOEX yields 2.57% while QQQ yields 0.44%, so GOEX currently pays the higher dividend yield.

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