ISUL vs QQQ

ISUL vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. QQQ offers more diversification with 108 holdings.

Lower Fees: QQQHigher Returns: TiedMore Diversified: QQQ

Side-by-Side Comparison

MetricISULQQQWinner
Expense Ratio1.50%0.18%
AUM$11M$496.3B
Dividend Yield0.00%0.44%
Holdings2108
YTD Return-61.99%+16.23%
1Y Return-+26.23%
3Y Return (annualized)-+25.75%
5Y Return (annualized)-+14.78%
Volatility (annualized)-30.6%
Max Drawdown-72.2%-83.0%
Fund FamilyGraniteSharesInvesco (US)
CategoryAlternativeEquity
InceptionOct 7, 2025Mar 10, 1999

ISUL vs QQQ Performance

GraniteShares 2x Long ISRG Daily ETF (ISUL) is a ETF from GraniteShares and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Year to date, ISUL is down 61.99% versus a gain of 16.23% for QQQ.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -72.2% for ISUL and -83.0% for QQQ. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

ISUL charges 1.50% per year while QQQ charges 0.18%. On a $10,000 position that is $150 vs $18 annually, a gap of $132 per year that compounds over a long holding period. On income, ISUL currently yields 0.00% against 0.44% for QQQ.

Holdings Overlap

0.6%overlap

ISUL and QQQ share 1 holdings out of 102 unique holdings combined, representing a 0.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in ISULWeight in QQQDifference
ISRG66.65%0.58%66.07%

Frequently Asked Questions

Which is cheaper, ISUL or QQQ?

ISUL has an expense ratio of 1.50% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $132 per year of difference.

What is the holdings overlap between ISUL and QQQ?

ISUL and QQQ share 1 common holdings with a 0.6% weight overlap. Combined, they hold 102 unique securities.

Which pays a higher dividend, ISUL or QQQ?

ISUL yields 0.00% while QQQ yields 0.44%, so QQQ currently pays the higher dividend yield.

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