JOJO vs QQQ
JOJO vs QQQ
ATAC Credit Rotation 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 103 holdings.
Side-by-Side Comparison
| Metric | JOJO | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 1.24% | 0.18% | |
| AUM | $5M | $455.8B | |
| Dividend Yield | 4.65% | 0.41% | |
| Holdings | 4 | 108 | |
| YTD Return | -0.63% | +18.20% | |
| 1Y Return | +2.08% | +27.63% | |
| 3Y Return (annualized) | +5.56% | +25.54% | |
| 5Y Return (annualized) | -1.12% | +15.12% | |
| Volatility (annualized) | 11.0% | 30.6% | |
| Max Drawdown | -28.3% | -83.0% | |
| Fund Family | ATAC Tactical Fund Family | Invesco (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jul 15, 2021 | Mar 10, 1999 |
JOJO vs QQQ Performance
ATAC Credit Rotation ETF (JOJO) is a ETF from ATAC Tactical Fund Family and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year JOJO returned +2.08% while QQQ returned +27.63%. Year to date, JOJO is down 0.63% versus a gain of 18.20% for QQQ.
Over three years, JOJO compounded at +5.56% per year against +25.54% for QQQ; over five years the annualized figures are -1.12% and +15.12% respectively. Across the full 5-year window we track, QQQ has the edge at +13.11% annualized vs -1.21%. 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 11.0% for JOJO. 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 -28.3% for JOJO 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 0.63. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
JOJO charges 1.24% per year while QQQ charges 0.18%. On a $10,000 position that is $124 vs $18 annually, a gap of $106 per year that compounds over a long holding period. On income, JOJO currently yields 4.65% against 0.41% for QQQ.
Holdings Overlap
JOJO and QQQ share 0 holdings out of 106 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, JOJO or QQQ?
JOJO has an expense ratio of 1.24% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $106 per year of difference.
Which performed better, JOJO or QQQ?
Over the past year JOJO returned +2.08% vs +27.63% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (5 years), JOJO annualized -1.21% vs +13.11% for QQQ. Past performance does not guarantee future results.
Which is riskier, JOJO or QQQ?
QQQ has been the more volatile fund at 30.6% annualized versus 11.0% for JOJO. Worst drawdown: JOJO -28.3% vs QQQ -83.0%.
Should I hold both JOJO and QQQ?
JOJO and QQQ have a monthly-return correlation of 0.63, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JOJO and QQQ?
JOJO and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 106 unique securities.
Which pays a higher dividend, JOJO or QQQ?
JOJO yields 4.65% while QQQ yields 0.41%, so JOJO currently pays the higher dividend yield.
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