KOLD vs QQQ

KOLD vs QQQ

Which is better, KOLD or QQQ?

Trading-Inverse Commodities against Large Cap Growth.

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window.

Lower Fees: QQQHigher Returns: QQQ

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricKOLDQQQ
Expense Ratio0.95%0.18%Best
AUM$119M$483.5B
Dividend Yield0.00%0.44%
Holdings3107
YTD Return-22.56%+17.95%Best
1Y Return-22.39%+21.77%Best
3Y Return (annualized)-0.22%+25.63%Best
5Y Return (annualized)-22.75%+15.24%Best
Volatility (annualized)97.2%17.4%Best
Max Drawdown--35.1%
$10,000 over 5 years$2,751$20,324Best
Fund FamilyProSharesInvesco (US)
CategoryAlternativeEquity
StyleTrading-Inverse CommoditiesLarge Cap Growth
InceptionOct 4, 2011Mar 10, 1999

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Oct 6, 2011 to Sep 18, 2026 (15 years).

KOLD vs QQQ growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 15 years both funds cover.

KOLD vs QQQ Performance

ProShares UltraShort Bloomberg Natural Gas (KOLD) is an ETF from ProShares and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year KOLD returned -22.39% while QQQ returned +21.77%. Year to date, KOLD is down 22.56% versus a gain of 17.95% for QQQ.

Over three years, KOLD compounded at -0.22% per year against +25.63% for QQQ; over five years the annualized figures are -22.75% and +15.24% respectively. Across the full 15-year window we track, QQQ has the edge at +19.13% annualized vs -11.59%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

KOLD has been the more volatile fund, with annualized monthly volatility of 97.2% compared with 17.4% for QQQ. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The two funds' monthly returns correlate at -0.04. They move largely independently of each other.

Fees and Cost Over Time

KOLD charges 0.95% per year while QQQ charges 0.18%. On a $10,000 position that is $95 vs $18 annually, a gap of $77 per year that compounds over a long holding period. On income, KOLD currently yields 0.00% against 0.44% for QQQ.

Holdings Overlap

We hold position weights for 1 holding in KOLD and 102 in QQQ, totalling 34.4% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 1 positions we hold weights for in KOLD and 102 in QQQ, against full books of 3 and 107.

You are not choosing between two funds in isolation.

Whichever of KOLD and QQQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

KOLDQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, KOLD or QQQ?

KOLD has an expense ratio of 0.95% while QQQ charges 0.18%. QQQ is the cheaper option, by $77 a year on a $10,000 investment.

Which performed better, KOLD or QQQ?

Over the past year KOLD returned -22.39% vs +21.77% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (15 years), KOLD annualized -11.59% vs +19.13% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, KOLD or QQQ?

KOLD has been the more volatile fund at 97.2% annualized versus 17.4% for QQQ.

Should I hold both KOLD and QQQ?

KOLD and QQQ have a monthly-return correlation of -0.04, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, KOLD or QQQ?

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

Is QQQ better than KOLD?

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.