OCDB vs QQQ

Quick Verdict

QQQ has a lower expense ratio. QQQ offers more diversification with 103 holdings.

Lower Fees: QQQHigher Returns: TiedMore Diversified: QQQ

Side-by-Side Comparison

MetricOCDBQQQWinner
Expense Ratio0.25%0.18%
AUM$2M$455.8B
Dividend Yield0.00%0.41%
Holdings0108
YTD Return+3.44%+17.46%
1Y Return-+26.02%
3Y Return (annualized)-+25.51%
5Y Return (annualized)-+15.12%
Volatility (annualized)-30.6%
Max Drawdown-1.8%-83.0%
Fund FamilyAptus ETFsInvesco (US)
CategoryAlternativeEquity
InceptionMay 5, 2026Mar 10, 1999

OCDB vs QQQ Performance

Aptus October Deep Buffer ETF (OCDB) is a ETF from Aptus ETFs and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Year to date, OCDB is up 3.44% versus a gain of 17.46% for QQQ.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -1.8% for OCDB and -83.0% for QQQ. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

OCDB charges 0.25% per year while QQQ charges 0.18%. On a $10,000 position that is $25 vs $18 annually, a gap of $7 per year that compounds over a long holding period. On income, OCDB currently yields 0.00% against 0.41% for QQQ.

Frequently Asked Questions

Which is cheaper, OCDB or QQQ?

OCDB has an expense ratio of 0.25% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $7 per year of difference.

Which pays a higher dividend, OCDB or QQQ?

OCDB yields 0.00% while QQQ yields 0.41%, so QQQ currently pays the higher dividend yield.

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