ONEZ vs QQQ

ONEZ vs QQQ

Which is better, ONEZ or QQQ?

Option Writing against Large Cap Growth.

QQQ has a lower expense ratio. QQQ led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.91. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 76.7%.

Lower Fees: QQQHigher Returns: QQQLess Concentrated: QQQ

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

MetricONEZQQQ
Expense Ratio0.96%0.18%Best
AUM$345M$483.5B
Dividend Yield3.62%0.44%
Holdings15107
YTD Return+7.62%+17.95%Best
1Y Return+5.81%+21.77%Best
3Y Return (annualized)-+25.63%
5Y Return (annualized)-+15.24%
Volatility (annualized)9.6%Best20.1%
Max Drawdown-13.2%Best-22.8%
$10,000 over 1.6 years$11,253$14,016Best
Top 10 Weight76.7%46.5%Best
Fund FamilyTrueSharesInvesco (US)
CategoryAlternativeEquity
StyleOption WritingLarge Cap Growth
InceptionJan 27, 2025Mar 10, 1999

Volatility and max drawdown, and the $10,000 over 1.6 years row, are measured over the window both funds cover: Jan 27, 2025 to Sep 18, 2026 (1.6 years).

ONEZ 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 1.6 years both funds cover.

ONEZ vs QQQ Performance

TrueShares Seasonality Laddered Buffered ETF (ONEZ) is an ETF from TrueShares and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year ONEZ returned +5.81% while QQQ returned +21.77%. Year to date, ONEZ is up 7.62% versus a gain of 17.95% for QQQ.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 20.1% compared with 9.6% for ONEZ. 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 -13.2% for ONEZ 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 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

ONEZ charges 0.96% per year while QQQ charges 0.18%. On a $10,000 position that is $96 vs $18 annually, a gap of $78 per year that compounds over a long holding period. On income, ONEZ currently yields 3.62% against 0.44% for QQQ.

Holdings Overlap

We hold position weights for 16 holdings in ONEZ and 102 in QQQ, totalling 100.0% 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 16 positions we hold weights for in ONEZ and 102 in QQQ, against full books of 15 and 107.

What only one of them owns

Measured across the 16 and 102 positions we hold weights for.

QQQ holds 96 positions ONEZ does not, 97.5% of the fund.

Largest: NVDA 8.44%, AAPL 7.27%, MSFT 5.76%, AMZN 4.67%, MU 4.43%

You are not choosing between two funds in isolation.

Whichever of ONEZ and QQQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

ONEZQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ONEZ or QQQ?

ONEZ has an expense ratio of 0.96% while QQQ charges 0.18%. QQQ is the cheaper option, by $78 a year on a $10,000 investment.

Which performed better, ONEZ or QQQ?

Over the past year ONEZ returned +5.81% vs +21.77% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), ONEZ annualized +7.66% vs +23.49% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, ONEZ or QQQ?

QQQ has been the more volatile fund at 20.1% annualized versus 9.6% for ONEZ. Worst drawdown: ONEZ -13.2% vs QQQ -22.8%.

Should I hold both ONEZ and QQQ?

ONEZ and QQQ have a monthly-return correlation of 0.91, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

Which pays a higher dividend, ONEZ or QQQ?

ONEZ yields 3.62% while QQQ yields 0.44%, so ONEZ currently pays the higher dividend yield.

Is QQQ better than ONEZ?

QQQ has a lower expense ratio. QQQ led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.91. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 76.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.