MSOX vs QQQ
AdvisorShares MSOS Daily Leveraged ETF vs Invesco QQQ Trust, Series 1
Which is better, MSOX or QQQ?
Trading-Leveraged Equity against Large Cap Growth.
QQQ has a lower expense ratio. QQQ led over 1Y, 3Y and the full window.
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
| Metric | MSOX | QQQ |
|---|---|---|
| Expense Ratio | 0.97% | 0.18%Best |
| AUM | $65M | $483.5B |
| Dividend Yield | 0.00% | 0.44% |
| Holdings | 9 | 107 |
| YTD Return | -39.00% | +16.87%Best |
| 1Y Return | -59.30% | +22.98%Best |
| 3Y Return (annualized) | -72.24% | +24.98%Best |
| 5Y Return (annualized) | - | +14.39% |
| Volatility (annualized) | 162.5% | 18.9%Best |
| Max Drawdown | - | -22.8% |
| $10,000 over 4 years | $52 | $23,015Best |
| Fund Family | AdvisorShares Trust | Invesco (US) |
| Category | Alternative | Equity |
| Style | Trading-Leveraged Equity | Large Cap Growth |
| Inception | Aug 23, 2022 | Mar 10, 1999 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 4 years row, are measured over the window both funds cover: Aug 24, 2022 to Sep 11, 2026 (4 years).
MSOX vs QQQ 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 4 years both funds cover.
MSOX vs QQQ Performance
AdvisorShares MSOS Daily Leveraged ETF (MSOX) is an ETF from AdvisorShares Trust and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year MSOX returned -59.30% while QQQ returned +22.98%. Year to date, MSOX is down 39.00% versus a gain of 16.87% for QQQ.
Over three years, MSOX compounded at -72.24% per year against +24.98% for QQQ. Across the full 4-year window we track, QQQ has the edge at +23.17% annualized vs -73.15%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
MSOX has been the more volatile fund, with annualized monthly volatility of 162.5% compared with 18.9% for QQQ. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The two funds' monthly returns correlate at 0.18. They move largely independently of each other.
Fees and Cost Over Time
MSOX charges 0.97% per year while QQQ charges 0.18%. On a $10,000 position that is $97 vs $18 annually, a gap of $79 per year that compounds over a long holding period. On income, MSOX currently yields 0.00% against 0.44% for QQQ.
Holdings Overlap
We hold position weights for 2 holdings in MSOX and 102 in QQQ, totalling 66.7% and 99.9% 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 2 positions we hold weights for in MSOX and 102 in QQQ, against full books of 9 and 107.
You are not choosing between two funds in isolation.
Whichever of MSOX and QQQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, MSOX or QQQ?
MSOX has an expense ratio of 0.97% while QQQ charges 0.18%. QQQ is the cheaper option, by $79 a year on a $10,000 investment.
Which performed better, MSOX or QQQ?
Over the past year MSOX returned -59.30% vs +22.98% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (4 years), MSOX annualized -73.15% vs +23.17% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, MSOX or QQQ?
MSOX has been the more volatile fund at 162.5% annualized versus 18.9% for QQQ.
Should I hold both MSOX and QQQ?
MSOX and QQQ have a monthly-return correlation of 0.18, 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, MSOX or QQQ?
MSOX yields 0.00% while QQQ yields 0.44%, so QQQ currently pays the higher dividend yield.
Is QQQ better than MSOX?
QQQ has a lower expense ratio. QQQ led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.