NFXS vs QQQ

NFXS vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. NFXS delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.

Lower Fees: QQQHigher Returns: NFXSMore Diversified: QQQ

Side-by-Side Comparison

MetricNFXSQQQWinner
Expense Ratio1.03%0.18%
AUM$4M$496.3B
Dividend Yield2.83%0.44%
Holdings8108
YTD Return+8.76%+16.64%
1Y Return+42.83%+27.27%
3Y Return (annualized)-+25.96%
5Y Return (annualized)-+14.54%
Volatility (annualized)36.2%30.6%
Max Drawdown-50.4%-83.0%
Fund FamilyDirexion Shares ETF TrustInvesco (US)
CategoryAlternativeEquity
InceptionOct 3, 2024Mar 10, 1999

NFXS vs QQQ Performance

Direxion Daily NFLX Bear 1X ETF (NFXS) 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 NFXS returned +42.83% while QQQ returned +27.27%. Year to date, NFXS is up 8.76% versus a gain of 16.64% for QQQ.

Risk: Volatility and Drawdowns

NFXS has been the more volatile fund, with annualized monthly volatility of 36.2% 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 -50.4% for NFXS 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 -0.06. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

NFXS charges 1.03% per year while QQQ charges 0.18%. On a $10,000 position that is $103 vs $18 annually, a gap of $85 per year that compounds over a long holding period. On income, NFXS currently yields 2.83% against 0.44% for QQQ.

Holdings Overlap

0.0%overlap

NFXS and QQQ share 0 holdings out of 106 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, NFXS or QQQ?

NFXS has an expense ratio of 1.03% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $85 per year of difference.

Which performed better, NFXS or QQQ?

Over the past year NFXS returned +42.83% vs +27.27% for QQQ, so NFXS leads on 1-year performance. Over the longest common window we track (2 years), NFXS annualized -10.68% vs +13.03% for QQQ. Past performance does not guarantee future results.

Which is riskier, NFXS or QQQ?

NFXS has been the more volatile fund at 36.2% annualized versus 30.6% for QQQ. Worst drawdown: NFXS -50.4% vs QQQ -83.0%.

Should I hold both NFXS and QQQ?

NFXS and QQQ have a monthly-return correlation of -0.06, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between NFXS and QQQ?

NFXS and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 106 unique securities.

Which pays a higher dividend, NFXS or QQQ?

NFXS yields 2.83% while QQQ yields 0.44%, so NFXS currently pays the higher dividend yield.

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