QQQ vs SAPH

QQQ vs SAPH
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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

MetricQQQSAPHWinner
Expense Ratio0.18%0.19%
AUM$496.3B$291,396.1
Dividend Yield0.44%4.09%
Holdings1082
YTD Return+16.23%-5.96%
1Y Return+26.23%-18.04%
3Y Return (annualized)+25.75%-
5Y Return (annualized)+14.78%-
Volatility (annualized)30.6%31.2%
Max Drawdown-83.0%-51.7%
Fund FamilyInvesco (US)ADRH
CategoryEquityAlternative
InceptionMar 10, 1999Jan 3, 2025

QQQ vs SAPH Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and SAP SE ADRhedged (SAPH) is a ETF from ADRH. Over the past year QQQ returned +26.23% while SAPH returned -18.04%. Year to date, QQQ is up 16.23% versus a loss of 5.96% for SAPH.

Risk: Volatility and Drawdowns

SAPH has been the more volatile fund, with annualized monthly volatility of 31.2% compared with 30.6% for QQQ. 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 -51.7% for SAPH. 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 0.16. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

QQQ charges 0.18% per year while SAPH charges 0.19%. On a $10,000 position that is $18 vs $19 annually, a gap of $1 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 4.09% for SAPH.

Holdings Overlap

0.0%overlap

QQQ and SAPH 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 SAPH?

QQQ has an expense ratio of 0.18% while SAPH charges 0.19%. QQQ is the cheaper option. On a $10,000 investment, that is $1 per year of difference.

Which performed better, QQQ or SAPH?

Over the past year QQQ returned +26.23% vs -18.04% for SAPH, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), QQQ annualized +13.02% vs -12.74% for SAPH. Past performance does not guarantee future results.

Which is riskier, QQQ or SAPH?

SAPH has been the more volatile fund at 31.2% annualized versus 30.6% for QQQ. Worst drawdown: QQQ -83.0% vs SAPH -51.7%.

Should I hold both QQQ and SAPH?

QQQ and SAPH have a monthly-return correlation of 0.16, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and SAPH?

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

Which pays a higher dividend, QQQ or SAPH?

QQQ yields 0.44% while SAPH yields 4.09%, so SAPH currently pays the higher dividend yield.

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