MAGX vs QQQ

MAGX 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

MetricMAGXQQQWinner
Expense Ratio0.95%0.18%
AUM$64M$496.3B
Dividend Yield1.59%0.44%
Holdings6108
YTD Return-2.06%+16.64%
1Y Return+17.91%+27.27%
3Y Return (annualized)-+25.96%
5Y Return (annualized)-+14.54%
Volatility (annualized)44.0%30.6%
Max Drawdown-54.2%-83.0%
Fund FamilyRoundhill InvestmentsInvesco (US)
CategoryAlternativeEquity
InceptionFeb 29, 2024Mar 10, 1999

MAGX vs QQQ Performance

Roundhill Daily 2X Long Magnificent Seven ETF (MAGX) is a ETF from Roundhill Investments and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year MAGX returned +17.91% while QQQ returned +27.27%. Year to date, MAGX is down 2.06% versus a gain of 16.64% for QQQ.

Risk: Volatility and Drawdowns

MAGX has been the more volatile fund, with annualized monthly volatility of 44.0% 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 -54.2% for MAGX 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

MAGX 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, MAGX currently yields 1.59% against 0.44% for QQQ.

Holdings Overlap

0.0%overlap

MAGX and QQQ share 0 holdings out of 104 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, MAGX or QQQ?

MAGX has an expense ratio of 0.95% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $77 per year of difference.

Which performed better, MAGX or QQQ?

Over the past year MAGX returned +17.91% vs +27.27% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (3 years), MAGX annualized +36.03% vs +13.03% for QQQ. Past performance does not guarantee future results.

Which is riskier, MAGX or QQQ?

MAGX has been the more volatile fund at 44.0% annualized versus 30.6% for QQQ. Worst drawdown: MAGX -54.2% vs QQQ -83.0%.

Should I hold both MAGX and QQQ?

MAGX 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 MAGX and QQQ?

MAGX and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 104 unique securities.

Which pays a higher dividend, MAGX or QQQ?

MAGX yields 1.59% while QQQ yields 0.44%, so MAGX currently pays the higher dividend yield.

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