ORR vs QQQ

ORR vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. ORR offers more diversification with 181 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: ORR

Side-by-Side Comparison

MetricORRQQQWinner
Expense Ratio10.91%0.18%
AUM$351M$496.3B
Dividend Yield0.00%0.44%
Holdings181108
YTD Return+9.66%+17.30%
1Y Return+19.57%+24.93%
3Y Return (annualized)-+26.19%
5Y Return (annualized)-+15.34%
Volatility (annualized)12.4%30.6%
Max Drawdown-9.9%-83.0%
Fund FamilyMilitia InvestmentsInvesco (US)
CategoryEquityEquity
InceptionJan 14, 2025Mar 10, 1999

ORR vs QQQ Performance

Militia Long/Short Equity ETF (ORR) is a ETF from Militia Investments and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year ORR returned +19.57% while QQQ returned +24.93%. Year to date, ORR is up 9.66% versus a gain of 17.30% for QQQ.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 12.4% for ORR. 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 -9.9% for ORR 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 -0.24. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

ORR charges 10.91% per year while QQQ charges 0.18%. On a $10,000 position that is $1091 vs $18 annually, a gap of $1073 per year that compounds over a long holding period. On income, ORR currently yields 0.00% against 0.44% for QQQ.

Holdings Overlap

7.3%overlap

ORR and QQQ share 4 holdings out of 277 unique holdings combined, representing a 7.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in ORRWeight in QQQDifference
AMZN3.62%4.67%1.05%
GOOG4.20%3.13%1.07%
APP0.73%0.56%0.17%
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Frequently Asked Questions

Which is cheaper, ORR or QQQ?

ORR has an expense ratio of 10.91% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $1073 per year of difference.

Which performed better, ORR or QQQ?

Over the past year ORR returned +19.57% vs +24.93% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), ORR annualized +26.95% vs +13.06% for QQQ. Past performance does not guarantee future results.

Which is riskier, ORR or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 12.4% for ORR. Worst drawdown: ORR -9.9% vs QQQ -83.0%.

Should I hold both ORR and QQQ?

ORR and QQQ have a monthly-return correlation of -0.24, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between ORR and QQQ?

ORR and QQQ share 4 common holdings with a 7.3% weight overlap. Combined, they hold 277 unique securities.

Which pays a higher dividend, ORR or QQQ?

ORR yields 0.00% while QQQ yields 0.44%, so QQQ currently pays the higher dividend yield.

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