MSTZ vs QQQ
T-Rex 2X Inverse MSTR Daily Target ETF vs Invesco QQQ Trust, Series 1
Which is better, MSTZ or QQQ?
Leverage Strategy against Large Cap Growth.
QQQ has a lower expense ratio. QQQ led over 1Y 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 | MSTZ | QQQ |
|---|---|---|
| Expense Ratio | 1.05% | 0.18%Best |
| AUM | $101M | $498.6B |
| Dividend Yield | 0.00% | 0.42% |
| Holdings | 9 | 321 |
| YTD Return | -84.40% | +22.67%Best |
| 1Y Return | -42.63% | +24.33%Best |
| 3Y Return (annualized) | - | +29.05% |
| 5Y Return (annualized) | - | +17.00% |
| Volatility (annualized) | 185.1% | 18.1%Best |
| Max Drawdown | - | -22.8% |
| $10,000 over 2 years | $56 | $15,944Best |
| Fund Family | REX Shares | Invesco (US) |
| Category | Alternative | Equity |
| Style | Leverage Strategy | Large Cap Growth |
| Inception | Sep 18, 2024 | Mar 10, 1999 |
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 18, 2024 to Oct 2, 2026 (2 years).
MSTZ 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 2 years both funds cover.
MSTZ vs QQQ Performance
T-Rex 2X Inverse MSTR Daily Target ETF (MSTZ) is an ETF from REX Shares and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year MSTZ returned -42.63% while QQQ returned +24.33%. Year to date, MSTZ is down 84.40% versus a gain of 22.67% for QQQ.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
MSTZ has been the more volatile fund, with annualized monthly volatility of 185.1% compared with 18.1% 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 -0.20. They move largely independently of each other.
Fees and Cost Over Time
MSTZ charges 1.05% per year while QQQ charges 0.18%. On a $10,000 position that is $105 vs $18 annually, a gap of $87 per year that compounds over a long holding period. On income, MSTZ currently yields 0.00% against 0.42% for QQQ.
You are not choosing between two funds in isolation.
Whichever of MSTZ 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, MSTZ or QQQ?
MSTZ has an expense ratio of 1.05% while QQQ charges 0.18%. QQQ is the cheaper option, by $87 a year on a $10,000 investment.
Which performed better, MSTZ or QQQ?
Over the past year MSTZ returned -42.63% vs +24.33% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), MSTZ annualized -92.51% vs +26.27% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, MSTZ or QQQ?
MSTZ has been the more volatile fund at 185.1% annualized versus 18.1% for QQQ.
Should I hold both MSTZ and QQQ?
MSTZ and QQQ have a monthly-return correlation of -0.20, 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, MSTZ or QQQ?
MSTZ yields 0.00% while QQQ yields 0.42%, so QQQ currently pays the higher dividend yield.
Is QQQ better than MSTZ?
QQQ has a lower expense ratio. QQQ 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.