MQQQ vs VYM

MQQQ vs VYM

Which is better, MQQQ or VYM?

Leverage Strategy against Large Cap Value.

VYM has a lower expense ratio. MQQQ led over 1Y and the full window.

Lower Fees: VYMHigher Returns: MQQQ

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricMQQQVYM
Expense Ratio1.03%0.04%Best
AUM$217M$81.6B
Dividend Yield1.61%2.22%
Holdings9613
YTD Return+25.23%Best+13.91%
1Y Return+34.76%Best+17.57%
3Y Return (annualized)-+18.12%
5Y Return (annualized)-+12.17%
Volatility (annualized)37.1%10.4%Best
Max Drawdown-42.2%-14.5%Best
$10,000 over 2 years$19,505Best$13,598
Fund FamilyTradr ETFsVanguard (US)
CategoryAlternativeEquity
StyleLeverage StrategyLarge Cap Value
InceptionSep 3, 2024Nov 10, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Sep 3, 2024 to Sep 11, 2026 (2 years).

MQQQ vs VYM growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2 years both funds cover.

MQQQ vs VYM Performance

Tradr 2X Long Innovation 100 Monthly ETF (MQQQ) is an ETF from Tradr ETFs and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year MQQQ returned +34.76% while VYM returned +17.57%. Year to date, MQQQ is up 25.23% versus a gain of 13.91% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

MQQQ has been the more volatile fund, with annualized monthly volatility of 37.1% compared with 10.4% for VYM. 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 -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.49. They move together some of the time, and apart the rest.

Fees and Cost Over Time

MQQQ charges 1.03% per year while VYM charges 0.04%. On a $10,000 position that is $103 vs $4 annually, a gap of $99 per year that compounds over a long holding period. On income, MQQQ currently yields 1.61% against 2.22% for VYM.

Holdings Overlap

We hold position weights for 1 holding in MQQQ and 603 in VYM, totalling 52.1% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 1 positions we hold weights for in MQQQ and 603 in VYM, against full books of 9 and 613.

You are not choosing between two funds in isolation.

Whichever of MQQQ and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

MQQQVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, MQQQ or VYM?

MQQQ has an expense ratio of 1.03% while VYM charges 0.04%. VYM is the cheaper option, by $99 a year on a $10,000 investment.

Which performed better, MQQQ or VYM?

Over the past year MQQQ returned +34.76% vs +17.57% for VYM, so MQQQ leads on 1-year performance. Over the longest common window we track (2 years), MQQQ annualized +39.66% vs +16.61% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, MQQQ or VYM?

MQQQ has been the more volatile fund at 37.1% annualized versus 10.4% for VYM. Worst drawdown: MQQQ -42.2% vs VYM -14.5%.

Should I hold both MQQQ and VYM?

MQQQ and VYM have a monthly-return correlation of 0.49, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, MQQQ or VYM?

MQQQ yields 1.61% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than MQQQ?

VYM has a lower expense ratio. MQQQ led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.