OILK vs QQQ

OILK vs QQQ
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Quick Verdict

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

Lower Fees: QQQHigher Returns: OILKMore Diversified: QQQ

Side-by-Side Comparison

MetricOILKQQQWinner
Expense Ratio0.69%0.18%
AUM$229M$496.3B
Dividend Yield8.58%0.44%
Holdings5108
YTD Return+47.83%+15.47%
1Y Return+34.49%+24.44%
3Y Return (annualized)+10.43%+25.47%
5Y Return (annualized)+15.18%+14.22%
Volatility (annualized)82.8%30.6%
Max Drawdown-75.0%-83.0%
Fund FamilyProSharesInvesco (US)
CategoryCommodityEquity
InceptionSep 26, 2016Mar 10, 1999

OILK vs QQQ Performance

ProShares K-1 Free Crude Oil ETF (OILK) is a ETF from ProShares and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year OILK returned +34.49% while QQQ returned +24.44%. Year to date, OILK is up 47.83% versus a gain of 15.47% for QQQ.

Over three years, OILK compounded at +10.43% per year against +25.47% for QQQ; over five years the annualized figures are +15.18% and +14.22% respectively. Across the full 10-year window we track, OILK has the edge at +20.16% annualized vs +12.99%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

OILK has been the more volatile fund, with annualized monthly volatility of 82.8% 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 -75.0% for OILK 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 0.31. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

OILK charges 0.69% per year while QQQ charges 0.18%. On a $10,000 position that is $69 vs $18 annually, a gap of $51 per year that compounds over a long holding period. On income, OILK currently yields 8.58% against 0.44% for QQQ.

Holdings Overlap

0.0%overlap

OILK and QQQ share 0 holdings out of 103 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, OILK or QQQ?

OILK has an expense ratio of 0.69% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $51 per year of difference.

Which performed better, OILK or QQQ?

Over the past year OILK returned +34.49% vs +24.44% for QQQ, so OILK leads on 1-year performance. Over the longest common window we track (10 years), OILK annualized +20.16% vs +12.99% for QQQ. Past performance does not guarantee future results.

Which is riskier, OILK or QQQ?

OILK has been the more volatile fund at 82.8% annualized versus 30.6% for QQQ. Worst drawdown: OILK -75.0% vs QQQ -83.0%.

Should I hold both OILK and QQQ?

OILK and QQQ have a monthly-return correlation of 0.31, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between OILK and QQQ?

OILK and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 103 unique securities.

Which pays a higher dividend, OILK or QQQ?

OILK yields 8.58% while QQQ yields 0.44%, so OILK currently pays the higher dividend yield.

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