KRBN vs QQQ

KRBN 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

MetricKRBNQQQWinner
Expense Ratio0.91%0.18%
AUM$132M$496.3B
Dividend Yield2.01%0.44%
Holdings9108
YTD Return-3.32%+16.23%
1Y Return+15.65%+26.23%
3Y Return (annualized)+0.64%+25.75%
5Y Return (annualized)+6.96%+14.78%
Volatility (annualized)23.0%30.6%
Max Drawdown-36.4%-83.0%
Fund FamilyKraneSharesInvesco (US)
CategoryCommodityEquity
InceptionJul 29, 2020Mar 10, 1999

KRBN vs QQQ Performance

KraneShares Global Carbon Strategy ETF (KRBN) is a ETF from KraneShares and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year KRBN returned +15.65% while QQQ returned +26.23%. Year to date, KRBN is down 3.32% versus a gain of 16.23% for QQQ.

Over three years, KRBN compounded at +0.64% per year against +25.75% for QQQ; over five years the annualized figures are +6.96% and +14.78% respectively. Across the full 6-year window we track, KRBN has the edge at +16.28% annualized vs +13.02%. 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 23.0% for KRBN. 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 -36.4% for KRBN 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 0.28. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

KRBN charges 0.91% per year while QQQ charges 0.18%. On a $10,000 position that is $91 vs $18 annually, a gap of $73 per year that compounds over a long holding period. On income, KRBN currently yields 2.01% against 0.44% for QQQ.

Holdings Overlap

0.0%overlap

KRBN 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, KRBN or QQQ?

KRBN has an expense ratio of 0.91% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $73 per year of difference.

Which performed better, KRBN or QQQ?

Over the past year KRBN returned +15.65% vs +26.23% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (6 years), KRBN annualized +16.28% vs +13.02% for QQQ. Past performance does not guarantee future results.

Which is riskier, KRBN or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 23.0% for KRBN. Worst drawdown: KRBN -36.4% vs QQQ -83.0%.

Should I hold both KRBN and QQQ?

KRBN and QQQ have a monthly-return correlation of 0.28, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between KRBN and QQQ?

KRBN and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 103 unique securities.

Which pays a higher dividend, KRBN or QQQ?

KRBN yields 2.01% while QQQ yields 0.44%, so KRBN currently pays the higher dividend yield.

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