MAYZ vs QQQ

MAYZ 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

MetricMAYZQQQWinner
Expense Ratio0.79%0.18%
AUM$33M$496.3B
Dividend Yield2.00%0.44%
Holdings12108
YTD Return+9.40%+16.23%
1Y Return+13.32%+26.23%
3Y Return (annualized)+15.15%+25.75%
5Y Return (annualized)+8.53%+14.78%
Volatility (annualized)11.7%30.6%
Max Drawdown-19.2%-83.0%
Fund FamilyTrueSharesInvesco (US)
CategoryEquityEquity
InceptionApr 30, 2021Mar 10, 1999

MAYZ vs QQQ Performance

TrueShares Structured Outcome May ETF (MAYZ) is a ETF from TrueShares and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year MAYZ returned +13.32% while QQQ returned +26.23%. Year to date, MAYZ is up 9.40% versus a gain of 16.23% for QQQ.

Over three years, MAYZ compounded at +15.15% per year against +25.75% for QQQ; over five years the annualized figures are +8.53% and +14.78% respectively. Across the full 5-year window we track, QQQ has the edge at +13.02% annualized vs +8.92%. 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 11.7% for MAYZ. 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 -19.2% for MAYZ 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 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

MAYZ charges 0.79% per year while QQQ charges 0.18%. On a $10,000 position that is $79 vs $18 annually, a gap of $61 per year that compounds over a long holding period. On income, MAYZ currently yields 2.00% against 0.44% for QQQ.

Holdings Overlap

0.0%overlap

MAYZ 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, MAYZ or QQQ?

MAYZ has an expense ratio of 0.79% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $61 per year of difference.

Which performed better, MAYZ or QQQ?

Over the past year MAYZ returned +13.32% vs +26.23% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (5 years), MAYZ annualized +8.92% vs +13.02% for QQQ. Past performance does not guarantee future results.

Which is riskier, MAYZ or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 11.7% for MAYZ. Worst drawdown: MAYZ -19.2% vs QQQ -83.0%.

Should I hold both MAYZ and QQQ?

MAYZ and QQQ have a monthly-return correlation of 0.91, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between MAYZ and QQQ?

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

Which pays a higher dividend, MAYZ or QQQ?

MAYZ yields 2.00% while QQQ yields 0.44%, so MAYZ currently pays the higher dividend yield.

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