QQQ vs RSBA
Invesco QQQ Trust, Series 1 vs Return Stacked Bonds & Merger Arbitrage 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 | RSBA | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 1.01% | |
| AUM | $496.3B | $53M | |
| Dividend Yield | 0.44% | 2.88% | |
| Holdings | 108 | 16 | |
| YTD Return | +16.23% | -1.63% | |
| 1Y Return | +26.23% | -3.17% | |
| 3Y Return (annualized) | +25.75% | - | |
| 5Y Return (annualized) | +14.78% | - | |
| Volatility (annualized) | 30.6% | 4.9% | |
| Max Drawdown | -83.0% | -5.9% | |
| Fund Family | Invesco (US) | Return Stacked ETF | |
| Category | Equity | Fixed Income | |
| Inception | Mar 10, 1999 | Dec 17, 2024 |
QQQ vs RSBA Performance
Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Return Stacked Bonds & Merger Arbitrage ETF (RSBA) is a ETF from Return Stacked ETF. Over the past year QQQ returned +26.23% while RSBA returned -3.17%. Year to date, QQQ is up 16.23% versus a loss of 1.63% for RSBA.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 4.9% for RSBA. 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 -5.9% for RSBA. 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 0.13. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
QQQ charges 0.18% per year while RSBA charges 1.01%. On a $10,000 position that is $18 vs $101 annually, a gap of $83 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 2.88% for RSBA.
Holdings Overlap
QQQ and RSBA share 0 holdings out of 113 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 RSBA?
QQQ has an expense ratio of 0.18% while RSBA charges 1.01%. QQQ is the cheaper option. On a $10,000 investment, that is $83 per year of difference.
Which performed better, QQQ or RSBA?
Over the past year QQQ returned +26.23% vs -3.17% for RSBA, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), QQQ annualized +13.02% vs +1.42% for RSBA. Past performance does not guarantee future results.
Which is riskier, QQQ or RSBA?
QQQ has been the more volatile fund at 30.6% annualized versus 4.9% for RSBA. Worst drawdown: QQQ -83.0% vs RSBA -5.9%.
Should I hold both QQQ and RSBA?
QQQ and RSBA have a monthly-return correlation of 0.13, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between QQQ and RSBA?
QQQ and RSBA share 0 common holdings with a 0.0% weight overlap. Combined, they hold 113 unique securities.
Which pays a higher dividend, QQQ or RSBA?
QQQ yields 0.44% while RSBA yields 2.88%, so RSBA currently pays the higher dividend yield.
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