QQQ vs RSBY

QQQ vs RSBY
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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

MetricQQQRSBYWinner
Expense Ratio0.18%1.01%
AUM$496.3B$55M
Dividend Yield0.44%1.78%
Holdings10835
YTD Return+16.64%+17.41%
1Y Return+27.27%+12.88%
3Y Return (annualized)+25.96%-
5Y Return (annualized)+14.54%-
Volatility (annualized)30.6%13.8%
Max Drawdown-83.0%-23.4%
Fund FamilyInvesco (US)Return Stacked ETF
CategoryEquityAlternative
InceptionMar 10, 1999Aug 20, 2024

QQQ vs RSBY Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Return Stacked Bonds & Futures Yield ETF (RSBY) is a ETF from Return Stacked ETF. Over the past year QQQ returned +27.27% while RSBY returned +12.88%. Year to date, QQQ is up 16.64% versus a gain of 17.41% for RSBY.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 13.8% for RSBY. 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 -23.4% for RSBY. 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 -0.06. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

QQQ charges 0.18% per year while RSBY 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 1.78% for RSBY.

Holdings Overlap

0.0%overlap

QQQ and RSBY 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 RSBY?

QQQ has an expense ratio of 0.18% while RSBY 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 RSBY?

Over the past year QQQ returned +27.27% vs +12.88% for RSBY, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), QQQ annualized +13.03% vs -4.25% for RSBY. Past performance does not guarantee future results.

Which is riskier, QQQ or RSBY?

QQQ has been the more volatile fund at 30.6% annualized versus 13.8% for RSBY. Worst drawdown: QQQ -83.0% vs RSBY -23.4%.

Should I hold both QQQ and RSBY?

QQQ and RSBY have a monthly-return correlation of -0.06, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and RSBY?

QQQ and RSBY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 104 unique securities.

Which pays a higher dividend, QQQ or RSBY?

QQQ yields 0.44% while RSBY yields 1.78%, so RSBY currently pays the higher dividend yield.

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