NFXL vs QQQ

NFXL 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

MetricNFXLQQQWinner
Expense Ratio1.05%0.18%
AUM$155M$496.3B
Dividend Yield12.94%0.44%
Holdings10108
YTD Return-34.39%+16.64%
1Y Return-65.81%+27.27%
3Y Return (annualized)-+25.96%
5Y Return (annualized)-+14.54%
Volatility (annualized)72.0%30.6%
Max Drawdown-80.3%-83.0%
Fund FamilyDirexion Shares ETF TrustInvesco (US)
CategoryAlternativeEquity
InceptionOct 3, 2024Mar 10, 1999

NFXL vs QQQ Performance

Direxion Daily NFLX Bull 2X ETF (NFXL) is a ETF from Direxion Shares ETF Trust and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year NFXL returned -65.81% while QQQ returned +27.27%. Year to date, NFXL is down 34.39% versus a gain of 16.64% for QQQ.

Risk: Volatility and Drawdowns

NFXL has been the more volatile fund, with annualized monthly volatility of 72.0% compared with 30.6% for QQQ. 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 -80.3% for NFXL 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 0.09. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

NFXL 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, NFXL currently yields 12.94% against 0.44% for QQQ.

Holdings Overlap

1.4%overlap

NFXL and QQQ share 1 holdings out of 106 unique holdings combined, representing a 1.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in NFXLWeight in QQQDifference
NFLX18.83%1.37%17.46%

Frequently Asked Questions

Which is cheaper, NFXL or QQQ?

NFXL has an expense ratio of 1.05% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $87 per year of difference.

Which performed better, NFXL or QQQ?

Over the past year NFXL returned -65.81% vs +27.27% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), NFXL annualized -10.19% vs +13.03% for QQQ. Past performance does not guarantee future results.

Which is riskier, NFXL or QQQ?

NFXL has been the more volatile fund at 72.0% annualized versus 30.6% for QQQ. Worst drawdown: NFXL -80.3% vs QQQ -83.0%.

Should I hold both NFXL and QQQ?

NFXL and QQQ have a monthly-return correlation of 0.09, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between NFXL and QQQ?

NFXL and QQQ share 1 common holdings with a 1.4% weight overlap. Combined, they hold 106 unique securities.

Which pays a higher dividend, NFXL or QQQ?

NFXL yields 12.94% while QQQ yields 0.44%, so NFXL currently pays the higher dividend yield.

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