OARK vs QQQ
YieldMax Innovation Option Income Strategy ETF vs Invesco QQQ Trust, Series 1
Which is better, OARK or QQQ?
Option Writing 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 | OARK | QQQ |
|---|---|---|
| Expense Ratio | 1.00% | 0.18%Best |
| AUM | $47M | $483.5B |
| Dividend Yield | 69.97% | 0.44% |
| Holdings | 15 | 107 |
| YTD Return | +9.14% | +17.21%Best |
| 1Y Return | +7.36% | +22.10%Best |
| 3Y Return (annualized) | +16.51% | +25.27%Best |
| 5Y Return (annualized) | - | +14.60% |
| Volatility (annualized) | 29.4% | 18.3%Best |
| Max Drawdown | -35.5% | -22.8%Best |
| $10,000 over 3.8 years | $15,725 | $25,286Best |
| Fund Family | YieldMax ETF | Invesco (US) |
| Category | Alternative | Equity |
| Style | Option Writing | Large Cap Growth |
| Inception | Nov 22, 2022 | Mar 10, 1999 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.8 years row, are measured over the window both funds cover: Nov 23, 2022 to Sep 17, 2026 (3.8 years).
OARK 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 3.8 years both funds cover.
OARK vs QQQ Performance
YieldMax Innovation Option Income Strategy ETF (OARK) is an ETF from YieldMax ETF and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year OARK returned +7.36% while QQQ returned +22.10%. Year to date, OARK is up 9.14% versus a gain of 17.21% for QQQ.
Over three years, OARK compounded at +16.51% per year against +25.27% for QQQ. Across the full 4-year window we track, QQQ has the edge at +27.65% annualized vs +12.65%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
OARK has been the more volatile fund, with annualized monthly volatility of 29.4% compared with 18.3% 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 -35.5% for OARK and -22.8% for QQQ. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.77. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
OARK charges 1.00% per year while QQQ charges 0.18%. On a $10,000 position that is $100 vs $18 annually, a gap of $82 per year that compounds over a long holding period. On income, OARK currently yields 69.97% against 0.44% for QQQ.
Holdings Overlap
We hold position weights for 2 holdings in OARK and 102 in QQQ, totalling 20.7% 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 OARK and 102 in QQQ, against full books of 15 and 107.
You are not choosing between two funds in isolation.
Whichever of OARK 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, OARK or QQQ?
OARK has an expense ratio of 1.00% while QQQ charges 0.18%. QQQ is the cheaper option, by $82 a year on a $10,000 investment.
Which performed better, OARK or QQQ?
Over the past year OARK returned +7.36% vs +22.10% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (4 years), OARK annualized +12.65% vs +27.65% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, OARK or QQQ?
OARK has been the more volatile fund at 29.4% annualized versus 18.3% for QQQ. Worst drawdown: OARK -35.5% vs QQQ -22.8%.
Should I hold both OARK and QQQ?
OARK and QQQ have a monthly-return correlation of 0.77, 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, OARK or QQQ?
OARK yields 69.97% while QQQ yields 0.44%, so OARK currently pays the higher dividend yield.
Is QQQ better than OARK?
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.