QQQ vs RSBT
Invesco QQQ Trust, Series 1 vs Return Stacked Bonds & Managed Futures 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 | RSBT | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 1.01% | |
| AUM | $496.3B | $146M | |
| Dividend Yield | 0.44% | 3.07% | |
| Holdings | 108 | 34 | |
| YTD Return | +16.64% | +4.70% | |
| 1Y Return | +27.27% | +17.48% | |
| 3Y Return (annualized) | +25.96% | +2.98% | |
| 5Y Return (annualized) | +14.54% | - | |
| Volatility (annualized) | 30.6% | 11.4% | |
| Max Drawdown | -83.0% | -23.6% | |
| Fund Family | Invesco (US) | Return Stacked ETF | |
| Category | Equity | Fixed Income | |
| Inception | Mar 10, 1999 | Feb 7, 2023 |
QQQ vs RSBT Performance
Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Return Stacked Bonds & Managed Futures ETF (RSBT) is a ETF from Return Stacked ETF. Over the past year QQQ returned +27.27% while RSBT returned +17.48%. Year to date, QQQ is up 16.64% versus a gain of 4.70% for RSBT.
Over three years, QQQ compounded at +25.96% per year against +2.98% for RSBT. Across the full 4-year window we track, QQQ has the edge at +13.03% annualized vs -0.93%. 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 11.4% for RSBT. 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 -23.6% for RSBT. 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 RSBT 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 3.07% for RSBT.
Holdings Overlap
QQQ and RSBT share 0 holdings out of 104 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 RSBT?
QQQ has an expense ratio of 0.18% while RSBT 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 RSBT?
Over the past year QQQ returned +27.27% vs +17.48% for RSBT, so QQQ leads on 1-year performance. Over the longest common window we track (4 years), QQQ annualized +13.03% vs -0.93% for RSBT. Past performance does not guarantee future results.
Which is riskier, QQQ or RSBT?
QQQ has been the more volatile fund at 30.6% annualized versus 11.4% for RSBT. Worst drawdown: QQQ -83.0% vs RSBT -23.6%.
Should I hold both QQQ and RSBT?
QQQ and RSBT 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 RSBT?
QQQ and RSBT share 0 common holdings with a 0.0% weight overlap. Combined, they hold 104 unique securities.
Which pays a higher dividend, QQQ or RSBT?
QQQ yields 0.44% while RSBT yields 3.07%, so RSBT currently pays the higher dividend yield.
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