QQQ vs RYSE

Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 103 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: QQQ

Side-by-Side Comparison

MetricQQQRYSEWinner
Expense Ratio0.18%0.94%
AUM$455.8B$2M
Dividend Yield0.41%1.97%
Holdings1084
YTD Return+18.31%+2.28%
1Y Return+25.37%+2.19%
3Y Return (annualized)+25.79%+6.15%
5Y Return (annualized)+15.20%-
Volatility (annualized)30.6%15.8%
Max Drawdown-83.0%-19.9%
Fund FamilyInvesco (US)CBOE Vest
CategoryEquityAlternative
InceptionMar 10, 1999Feb 3, 2023

QQQ vs RYSE Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Vest 10 Year Interest Rate Hedge ETF (RYSE) is a ETF from CBOE Vest. Over the past year QQQ returned +25.37% while RYSE returned +2.19%. Year to date, QQQ is up 18.31% versus a gain of 2.28% for RYSE.

Over three years, QQQ compounded at +25.79% per year against +6.15% for RYSE. Across the full 3-year window we track, QQQ has the edge at +13.10% annualized vs +6.37%. 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 15.8% for RYSE. 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 -19.9% for RYSE. 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 -0.30. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

QQQ charges 0.18% per year while RYSE charges 0.94%. On a $10,000 position that is $18 vs $94 annually, a gap of $76 per year that compounds over a long holding period. On income, QQQ currently yields 0.41% against 1.97% for RYSE.

Holdings Overlap

0.0%overlap

QQQ and RYSE 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 RYSE?

QQQ has an expense ratio of 0.18% while RYSE charges 0.94%. QQQ is the cheaper option. On a $10,000 investment, that is $76 per year of difference.

Which performed better, QQQ or RYSE?

Over the past year QQQ returned +25.37% vs +2.19% for RYSE, so QQQ leads on 1-year performance. Over the longest common window we track (3 years), QQQ annualized +13.10% vs +6.37% for RYSE. Past performance does not guarantee future results.

Which is riskier, QQQ or RYSE?

QQQ has been the more volatile fund at 30.6% annualized versus 15.8% for RYSE. Worst drawdown: QQQ -83.0% vs RYSE -19.9%.

Should I hold both QQQ and RYSE?

QQQ and RYSE have a monthly-return correlation of -0.30, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and RYSE?

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

Which pays a higher dividend, QQQ or RYSE?

QQQ yields 0.41% while RYSE yields 1.97%, so RYSE currently pays the higher dividend yield.

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