PALU vs QQQ

PALU vs QQQ
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Quick Verdict

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

Lower Fees: QQQHigher Returns: PALUMore Diversified: QQQ

Side-by-Side Comparison

MetricPALUQQQWinner
Expense Ratio1.08%0.18%
AUM$38M$496.3B
Dividend Yield4.08%0.44%
Holdings11108
YTD Return+273.54%+19.52%
1Y Return+272.64%+26.68%
3Y Return (annualized)-+26.64%
5Y Return (annualized)-+15.36%
Volatility (annualized)134.1%30.6%
Max Drawdown-62.2%-83.0%
Fund FamilyDirexion Shares ETF TrustInvesco (US)
CategoryAlternativeEquity
InceptionMar 26, 2025Mar 10, 1999

PALU vs QQQ Performance

Direxion Daily PANW Bull 2X ETF (PALU) is a ETF from Direxion Shares ETF Trust and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year PALU returned +272.64% while QQQ returned +26.68%. Year to date, PALU is up 273.54% versus a gain of 19.52% for QQQ.

Risk: Volatility and Drawdowns

PALU has been the more volatile fund, with annualized monthly volatility of 134.1% 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 -62.2% for PALU 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 0.49. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

PALU charges 1.08% per year while QQQ charges 0.18%. On a $10,000 position that is $108 vs $18 annually, a gap of $90 per year that compounds over a long holding period. On income, PALU currently yields 4.08% against 0.44% for QQQ.

Holdings Overlap

1.3%overlap

PALU and QQQ share 1 holdings out of 106 unique holdings combined, representing a 1.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in PALUWeight in QQQDifference
PANW23.80%1.30%22.50%

Frequently Asked Questions

Which is cheaper, PALU or QQQ?

PALU has an expense ratio of 1.08% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $90 per year of difference.

Which performed better, PALU or QQQ?

Over the past year PALU returned +272.64% vs +26.68% for QQQ, so PALU leads on 1-year performance. Over the longest common window we track (1 years), PALU annualized +117.45% vs +13.14% for QQQ. Past performance does not guarantee future results.

Which is riskier, PALU or QQQ?

PALU has been the more volatile fund at 134.1% annualized versus 30.6% for QQQ. Worst drawdown: PALU -62.2% vs QQQ -83.0%.

Should I hold both PALU and QQQ?

PALU and QQQ have a monthly-return correlation of 0.49, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between PALU and QQQ?

PALU and QQQ share 1 common holdings with a 1.3% weight overlap. Combined, they hold 106 unique securities.

Which pays a higher dividend, PALU or QQQ?

PALU yields 4.08% while QQQ yields 0.44%, so PALU currently pays the higher dividend yield.

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