HYKE vs QQQ

HYKE 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

MetricHYKEQQQWinner
Expense Ratio0.93%0.18%
AUM$1M$496.3B
Dividend Yield1.61%0.44%
Holdings4108
YTD Return+8.40%+16.64%
1Y Return+6.59%+27.27%
3Y Return (annualized)-+25.96%
5Y Return (annualized)-+14.54%
Volatility (annualized)17.3%30.6%
Max Drawdown-21.6%-83.0%
Fund FamilyVestInvesco (US)
CategoryAlternativeEquity
InceptionJan 10, 2024Mar 10, 1999

HYKE vs QQQ Performance

Vest 2 Year Interest Rate Hedge ETF (HYKE) is a ETF from Vest and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year HYKE returned +6.59% while QQQ returned +27.27%. Year to date, HYKE is up 8.40% versus a gain of 16.64% for QQQ.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 17.3% for HYKE. 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 -21.6% for HYKE 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 0.04. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

HYKE charges 0.93% per year while QQQ charges 0.18%. On a $10,000 position that is $93 vs $18 annually, a gap of $75 per year that compounds over a long holding period. On income, HYKE currently yields 1.61% against 0.44% for QQQ.

Holdings Overlap

0.0%overlap

HYKE and QQQ share 0 holdings out of 103 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, HYKE or QQQ?

HYKE has an expense ratio of 0.93% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $75 per year of difference.

Which performed better, HYKE or QQQ?

Over the past year HYKE returned +6.59% vs +27.27% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), HYKE annualized +6.26% vs +13.03% for QQQ. Past performance does not guarantee future results.

Which is riskier, HYKE or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 17.3% for HYKE. Worst drawdown: HYKE -21.6% vs QQQ -83.0%.

Should I hold both HYKE and QQQ?

HYKE and QQQ have a monthly-return correlation of 0.04, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between HYKE and QQQ?

HYKE and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 103 unique securities.

Which pays a higher dividend, HYKE or QQQ?

HYKE yields 1.61% while QQQ yields 0.44%, so HYKE currently pays the higher dividend yield.

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