JETS vs QQQ

JETS 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

MetricJETSQQQWinner
Expense Ratio0.60%0.18%
AUM$867M$496.3B
Dividend Yield0.74%0.44%
Holdings50108
YTD Return+7.18%+17.30%
1Y Return+18.90%+24.93%
3Y Return (annualized)+16.65%+26.19%
5Y Return (annualized)+6.95%+15.34%
Volatility (annualized)30.3%30.6%
Max Drawdown-64.9%-83.0%
Fund FamilyU.S. Global Investors, Inc.Invesco (US)
CategoryEquityEquity
InceptionApr 30, 2015Mar 10, 1999

JETS vs QQQ Performance

US Global Jets ETF (JETS) is a ETF from U.S. Global Investors, Inc. and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year JETS returned +18.90% while QQQ returned +24.93%. Year to date, JETS is up 7.18% versus a gain of 17.30% for QQQ.

Over three years, JETS compounded at +16.65% per year against +26.19% for QQQ; over five years the annualized figures are +6.95% and +15.34% respectively. Across the full 11-year window we track, QQQ has the edge at +13.06% annualized vs +2.58%. 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 30.3% for JETS. 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 -64.9% for JETS 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 0.54. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

JETS charges 0.60% per year while QQQ charges 0.18%. On a $10,000 position that is $60 vs $18 annually, a gap of $42 per year that compounds over a long holding period. On income, JETS currently yields 0.74% against 0.44% for QQQ.

Holdings Overlap

0.7%overlap

JETS and QQQ share 1 holdings out of 150 unique holdings combined, representing a 0.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in JETSWeight in QQQDifference
BKNG2.15%0.70%1.45%

Frequently Asked Questions

Which is cheaper, JETS or QQQ?

JETS has an expense ratio of 0.60% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $42 per year of difference.

Which performed better, JETS or QQQ?

Over the past year JETS returned +18.90% vs +24.93% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (11 years), JETS annualized +2.58% vs +13.06% for QQQ. Past performance does not guarantee future results.

Which is riskier, JETS or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 30.3% for JETS. Worst drawdown: JETS -64.9% vs QQQ -83.0%.

Should I hold both JETS and QQQ?

JETS and QQQ have a monthly-return correlation of 0.54, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between JETS and QQQ?

JETS and QQQ share 1 common holdings with a 0.7% weight overlap. Combined, they hold 150 unique securities.

Which pays a higher dividend, JETS or QQQ?

JETS yields 0.74% while QQQ yields 0.44%, so JETS currently pays the higher dividend yield.

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