MQQQ vs SPY

MQQQ vs SPY
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Quick Verdict

SPY has a lower expense ratio. MQQQ delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: MQQQMore Diversified: SPY

Side-by-Side Comparison

MetricMQQQSPYWinner
Expense Ratio0.95%0.09%
AUM$272M$821.1B
Dividend Yield1.73%1.01%
Holdings9505
YTD Return+25.33%+12.68%
1Y Return+44.56%+21.82%
3Y Return (annualized)-+21.98%
5Y Return (annualized)-+12.89%
Volatility (annualized)37.8%15.3%
Max Drawdown-42.2%-56.5%
Fund FamilyTradr ETFsState Street Investment Management
CategoryAlternativeEquity
InceptionSep 3, 2024Jan 22, 1993

MQQQ vs SPY Performance

Tradr 2X Long Innovation 100 Monthly ETF (MQQQ) is a ETF from Tradr ETFs and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year MQQQ returned +44.56% while SPY returned +21.82%. Year to date, MQQQ is up 25.33% versus a gain of 12.68% for SPY.

Risk: Volatility and Drawdowns

MQQQ has been the more volatile fund, with annualized monthly volatility of 37.8% compared with 15.3% for SPY. 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 -42.2% for MQQQ and -56.5% for SPY. 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 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

MQQQ charges 0.95% per year while SPY charges 0.09%. On a $10,000 position that is $95 vs $9 annually, a gap of $86 per year that compounds over a long holding period. On income, MQQQ currently yields 1.73% against 1.01% for SPY.

Holdings Overlap

0.0%overlap

MQQQ and SPY share 0 holdings out of 505 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, MQQQ or SPY?

MQQQ has an expense ratio of 0.95% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $86 per year of difference.

Which performed better, MQQQ or SPY?

Over the past year MQQQ returned +44.56% vs +21.82% for SPY, so MQQQ leads on 1-year performance. Over the longest common window we track (2 years), MQQQ annualized +41.09% vs +8.81% for SPY. Past performance does not guarantee future results.

Which is riskier, MQQQ or SPY?

MQQQ has been the more volatile fund at 37.8% annualized versus 15.3% for SPY. Worst drawdown: MQQQ -42.2% vs SPY -56.5%.

Should I hold both MQQQ and SPY?

MQQQ and SPY have a monthly-return correlation of 0.92, 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 MQQQ and SPY?

MQQQ and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 505 unique securities.

Which pays a higher dividend, MQQQ or SPY?

MQQQ yields 1.73% while SPY yields 1.01%, so MQQQ currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free