HYTR vs QQQ
Counterpoint High Yield Trend ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.
Side-by-Side Comparison
| Metric | HYTR | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.88% | 0.18% | |
| AUM | $294M | $496.3B | |
| Dividend Yield | 5.79% | 0.44% | |
| Holdings | 5 | 108 | |
| YTD Return | +0.90% | +16.23% | |
| 1Y Return | +3.68% | +26.23% | |
| 3Y Return (annualized) | +6.48% | +25.75% | |
| 5Y Return (annualized) | +2.08% | +14.78% | |
| Volatility (annualized) | 5.3% | 30.6% | |
| Max Drawdown | -14.2% | -83.0% | |
| Fund Family | Counterpoint Mutual Funds | Invesco (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jan 22, 2020 | Mar 10, 1999 |
HYTR vs QQQ Performance
Counterpoint High Yield Trend ETF (HYTR) is a ETF from Counterpoint Mutual Funds and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year HYTR returned +3.68% while QQQ returned +26.23%. Year to date, HYTR is up 0.90% versus a gain of 16.23% for QQQ.
Over three years, HYTR compounded at +6.48% per year against +25.75% for QQQ; over five years the annualized figures are +2.08% and +14.78% respectively. Across the full 7-year window we track, QQQ has the edge at +13.02% annualized vs +1.27%. 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 5.3% for HYTR. 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 -14.2% for HYTR 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 0.59. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
HYTR charges 0.88% per year while QQQ charges 0.18%. On a $10,000 position that is $88 vs $18 annually, a gap of $70 per year that compounds over a long holding period. On income, HYTR currently yields 5.79% against 0.44% for QQQ.
Holdings Overlap
HYTR 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, HYTR or QQQ?
HYTR has an expense ratio of 0.88% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $70 per year of difference.
Which performed better, HYTR or QQQ?
Over the past year HYTR returned +3.68% vs +26.23% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (7 years), HYTR annualized +1.27% vs +13.02% for QQQ. Past performance does not guarantee future results.
Which is riskier, HYTR or QQQ?
QQQ has been the more volatile fund at 30.6% annualized versus 5.3% for HYTR. Worst drawdown: HYTR -14.2% vs QQQ -83.0%.
Should I hold both HYTR and QQQ?
HYTR and QQQ have a monthly-return correlation of 0.59, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between HYTR and QQQ?
HYTR and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 103 unique securities.
Which pays a higher dividend, HYTR or QQQ?
HYTR yields 5.79% while QQQ yields 0.44%, so HYTR currently pays the higher dividend yield.
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