LFGY vs QQQ
YieldMax Crypto Industry & Tech Portfolio Option Income 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 108 holdings.
Side-by-Side Comparison
| Metric | LFGY | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 1.02% | 0.18% | |
| AUM | $90M | $496.3B | |
| Dividend Yield | 86.47% | 0.44% | |
| Holdings | 85 | 108 | |
| YTD Return | +5.91% | +16.23% | |
| 1Y Return | +0.94% | +26.23% | |
| 3Y Return (annualized) | - | +25.75% | |
| 5Y Return (annualized) | - | +14.78% | |
| Volatility (annualized) | 34.6% | 30.6% | |
| Max Drawdown | -35.9% | -83.0% | |
| Fund Family | YieldMax ETF | Invesco (US) | |
| Category | Alternative | Equity | |
| Inception | Jan 13, 2025 | Mar 10, 1999 |
LFGY vs QQQ Performance
YieldMax Crypto Industry & Tech Portfolio Option Income ETF (LFGY) is a ETF from YieldMax ETF and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year LFGY returned +0.94% while QQQ returned +26.23%. Year to date, LFGY is up 5.91% versus a gain of 16.23% for QQQ.
Risk: Volatility and Drawdowns
LFGY has been the more volatile fund, with annualized monthly volatility of 34.6% compared with 30.6% for QQQ. 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 -35.9% for LFGY 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 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
LFGY charges 1.02% per year while QQQ charges 0.18%. On a $10,000 position that is $102 vs $18 annually, a gap of $84 per year that compounds over a long holding period. On income, LFGY currently yields 86.47% against 0.44% for QQQ.
Holdings Overlap
LFGY and QQQ share 4 holdings out of 120 unique holdings combined, representing a 7.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, LFGY or QQQ?
LFGY has an expense ratio of 1.02% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $84 per year of difference.
Which performed better, LFGY or QQQ?
Over the past year LFGY returned +0.94% vs +26.23% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), LFGY annualized +0.81% vs +13.02% for QQQ. Past performance does not guarantee future results.
Which is riskier, LFGY or QQQ?
LFGY has been the more volatile fund at 34.6% annualized versus 30.6% for QQQ. Worst drawdown: LFGY -35.9% vs QQQ -83.0%.
Should I hold both LFGY and QQQ?
LFGY and QQQ have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between LFGY and QQQ?
LFGY and QQQ share 4 common holdings with a 7.0% weight overlap. Combined, they hold 120 unique securities.
Which pays a higher dividend, LFGY or QQQ?
LFGY yields 86.47% while QQQ yields 0.44%, so LFGY currently pays the higher dividend yield.
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