QQQ vs RHTX
Invesco QQQ Trust, Series 1 vs RH Tactical Outlook ETF
Quick Verdict
QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.
Side-by-Side Comparison
| Metric | QQQ | RHTX | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 1.51% | |
| AUM | $496.3B | $8M | |
| Dividend Yield | 0.44% | 0.00% | |
| Holdings | 108 | 9 | |
| YTD Return | +16.64% | +9.20% | |
| 1Y Return | +27.27% | +20.38% | |
| 3Y Return (annualized) | +25.96% | +15.72% | |
| 5Y Return (annualized) | +14.54% | - | |
| Volatility (annualized) | 30.6% | 14.4% | |
| Max Drawdown | -83.0% | -24.7% | |
| Fund Family | Invesco (US) | Adaptive ETFs | |
| Category | Equity | Equity | |
| Inception | Mar 10, 1999 | Sep 20, 2012 |
QQQ vs RHTX Performance
Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and RH Tactical Outlook ETF (RHTX) is a ETF from Adaptive ETFs. Over the past year QQQ returned +27.27% while RHTX returned +20.38%. Year to date, QQQ is up 16.64% versus a gain of 9.20% for RHTX.
Over three years, QQQ compounded at +25.96% per year against +15.72% for RHTX. Across the full 5-year window we track, QQQ has the edge at +13.03% annualized vs +5.43%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 14.4% for RHTX. 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 -83.0% for QQQ and -24.7% for RHTX. 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 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
QQQ charges 0.18% per year while RHTX charges 1.51%. On a $10,000 position that is $18 vs $151 annually, a gap of $133 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 0.00% for RHTX.
Holdings Overlap
QQQ and RHTX share 0 holdings out of 107 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, QQQ or RHTX?
QQQ has an expense ratio of 0.18% while RHTX charges 1.51%. QQQ is the cheaper option. On a $10,000 investment, that is $133 per year of difference.
Which performed better, QQQ or RHTX?
Over the past year QQQ returned +27.27% vs +20.38% for RHTX, so QQQ leads on 1-year performance. Over the longest common window we track (5 years), QQQ annualized +13.03% vs +5.43% for RHTX. Past performance does not guarantee future results.
Which is riskier, QQQ or RHTX?
QQQ has been the more volatile fund at 30.6% annualized versus 14.4% for RHTX. Worst drawdown: QQQ -83.0% vs RHTX -24.7%.
Should I hold both QQQ and RHTX?
QQQ and RHTX have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between QQQ and RHTX?
QQQ and RHTX share 0 common holdings with a 0.0% weight overlap. Combined, they hold 107 unique securities.
Which pays a higher dividend, QQQ or RHTX?
QQQ yields 0.44% while RHTX yields 0.00%, so QQQ currently pays the higher dividend yield.
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