LEAD vs QQQ

Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 103 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: QQQ

Side-by-Side Comparison

MetricLEADQQQWinner
Expense Ratio0.43%0.18%
AUM$72M$455.8B
Dividend Yield0.55%0.41%
Holdings54108
YTD Return+11.78%+18.20%
1Y Return+19.19%+27.63%
3Y Return (annualized)+15.43%+25.54%
5Y Return (annualized)+11.00%+15.12%
Volatility (annualized)15.7%30.6%
Max Drawdown-32.2%-83.0%
Fund FamilySRN AdvisorsInvesco (US)
CategoryEquityEquity
InceptionJan 6, 2016Mar 10, 1999

LEAD vs QQQ Performance

Siren DIVCON Leaders Dividend ETF (LEAD) is a ETF from SRN Advisors and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year LEAD returned +19.19% while QQQ returned +27.63%. Year to date, LEAD is up 11.78% versus a gain of 18.20% for QQQ.

Over three years, LEAD compounded at +15.43% per year against +25.54% for QQQ; over five years the annualized figures are +11.00% and +15.12% respectively. Across the full 11-year window we track, LEAD has the edge at +13.67% annualized vs +13.11%. 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 15.7% for LEAD. 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 -32.2% for LEAD 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 0.85. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

LEAD charges 0.43% per year while QQQ charges 0.18%. On a $10,000 position that is $43 vs $18 annually, a gap of $25 per year that compounds over a long holding period. On income, LEAD currently yields 0.55% against 0.41% for QQQ.

Holdings Overlap

18.6%overlap

LEAD and QQQ share 13 holdings out of 143 unique holdings combined, representing a 18.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in LEADWeight in QQQDifference
NVDA5.34%7.88%2.54%
AVGO6.55%2.91%3.64%
AAPL1.75%7.46%5.71%
KLACProProPro
MSFTProProPro
COSTProProPro
AMATProProPro
ADIProProPro
MPWRProProPro
CTASProProPro
See all 10 holdings LEAD shares with QQQ
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, LEAD or QQQ?

LEAD has an expense ratio of 0.43% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $25 per year of difference.

Which performed better, LEAD or QQQ?

Over the past year LEAD returned +19.19% vs +27.63% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (11 years), LEAD annualized +13.67% vs +13.11% for QQQ. Past performance does not guarantee future results.

Which is riskier, LEAD or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 15.7% for LEAD. Worst drawdown: LEAD -32.2% vs QQQ -83.0%.

Should I hold both LEAD and QQQ?

LEAD and QQQ have a monthly-return correlation of 0.85, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between LEAD and QQQ?

LEAD and QQQ share 13 common holdings with a 18.6% weight overlap. Combined, they hold 143 unique securities.

Which pays a higher dividend, LEAD or QQQ?

LEAD yields 0.55% while QQQ yields 0.41%, so LEAD currently pays the higher dividend yield.

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