QQQ vs RSST

QQQ vs RSST
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Quick Verdict

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

Lower Fees: QQQHigher Returns: RSSTMore Diversified: QQQ

Side-by-Side Comparison

MetricQQQRSSTWinner
Expense Ratio0.18%0.99%
AUM$496.3B$508M
Dividend Yield0.44%0.25%
Holdings10835
YTD Return+16.64%+17.92%
1Y Return+27.27%+42.33%
3Y Return (annualized)+25.96%+19.12%
5Y Return (annualized)+14.54%-
Volatility (annualized)30.6%17.5%
Max Drawdown-83.0%-30.8%
Fund FamilyInvesco (US)Return Stacked ETF
CategoryEquityAlternative
InceptionMar 10, 1999Sep 6, 2023

QQQ vs RSST Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Return Stacked US Stocks & Managed Futures ETF (RSST) is a ETF from Return Stacked ETF. Over the past year QQQ returned +27.27% while RSST returned +42.33%. Year to date, QQQ is up 16.64% versus a gain of 17.92% for RSST.

Over three years, QQQ compounded at +25.96% per year against +19.12% for RSST. Across the full 3-year window we track, RSST has the edge at +19.12% annualized vs +13.03%. 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 17.5% for RSST. 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 -30.8% for RSST. 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 0.74. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

QQQ charges 0.18% per year while RSST charges 0.99%. On a $10,000 position that is $18 vs $99 annually, a gap of $81 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 0.25% for RSST.

Holdings Overlap

0.0%overlap

QQQ and RSST 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 RSST?

QQQ has an expense ratio of 0.18% while RSST charges 0.99%. QQQ is the cheaper option. On a $10,000 investment, that is $81 per year of difference.

Which performed better, QQQ or RSST?

Over the past year QQQ returned +27.27% vs +42.33% for RSST, so RSST leads on 1-year performance. Over the longest common window we track (3 years), QQQ annualized +13.03% vs +19.12% for RSST. Past performance does not guarantee future results.

Which is riskier, QQQ or RSST?

QQQ has been the more volatile fund at 30.6% annualized versus 17.5% for RSST. Worst drawdown: QQQ -83.0% vs RSST -30.8%.

Should I hold both QQQ and RSST?

QQQ and RSST have a monthly-return correlation of 0.74, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and RSST?

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

Which pays a higher dividend, QQQ or RSST?

QQQ yields 0.44% while RSST yields 0.25%, so QQQ currently pays the higher dividend yield.

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