PLTU vs QQQ

PLTU vs QQQ
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Quick Verdict

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

Lower Fees: QQQHigher Returns: QQQMore Diversified: QQQ

Side-by-Side Comparison

MetricPLTUQQQWinner
Expense Ratio0.97%0.18%
AUM$519M$496.3B
Dividend Yield63.63%0.44%
Holdings10108
YTD Return-21.73%+16.23%
1Y Return-18.94%+26.23%
3Y Return (annualized)-+25.75%
5Y Return (annualized)-+14.78%
Volatility (annualized)115.4%30.6%
Max Drawdown-79.4%-83.0%
Fund FamilyDirexion Shares ETF TrustInvesco (US)
CategoryAlternativeEquity
InceptionDec 11, 2024Mar 10, 1999

PLTU vs QQQ Performance

Direxion Daily PLTR Bull 2X ETF (PLTU) 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 PLTU returned -18.94% while QQQ returned +26.23%. Year to date, PLTU is down 21.73% versus a gain of 16.23% for QQQ.

Risk: Volatility and Drawdowns

PLTU has been the more volatile fund, with annualized monthly volatility of 115.4% 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 -79.4% for PLTU 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 0.19. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

PLTU charges 0.97% per year while QQQ charges 0.18%. On a $10,000 position that is $97 vs $18 annually, a gap of $79 per year that compounds over a long holding period. On income, PLTU currently yields 63.63% against 0.44% for QQQ.

Holdings Overlap

1.6%overlap

PLTU and QQQ share 1 holdings out of 106 unique holdings combined, representing a 1.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in PLTUWeight in QQQDifference
PLTR24.40%1.60%22.80%

Frequently Asked Questions

Which is cheaper, PLTU or QQQ?

PLTU has an expense ratio of 0.97% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $79 per year of difference.

Which performed better, PLTU or QQQ?

Over the past year PLTU returned -18.94% vs +26.23% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), PLTU annualized +67.46% vs +13.02% for QQQ. Past performance does not guarantee future results.

Which is riskier, PLTU or QQQ?

PLTU has been the more volatile fund at 115.4% annualized versus 30.6% for QQQ. Worst drawdown: PLTU -79.4% vs QQQ -83.0%.

Should I hold both PLTU and QQQ?

PLTU and QQQ have a monthly-return correlation of 0.19, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between PLTU and QQQ?

PLTU and QQQ share 1 common holdings with a 1.6% weight overlap. Combined, they hold 106 unique securities.

Which pays a higher dividend, PLTU or QQQ?

PLTU yields 63.63% while QQQ yields 0.44%, so PLTU currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free