QQQ vs SARK

QQQ vs SARK
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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

MetricQQQSARKWinner
Expense Ratio0.18%1.00%
AUM$496.3B$38M
Dividend Yield0.44%2.81%
Holdings10810
YTD Return+17.07%-13.34%
1Y Return+26.39%-21.36%
3Y Return (annualized)+26.08%-32.87%
5Y Return (annualized)+15.18%-
Volatility (annualized)30.6%47.3%
Max Drawdown-83.0%-81.3%
Fund FamilyInvesco (US)Tradr ETFs
CategoryEquityAlternative
InceptionMar 10, 1999Nov 5, 2021

QQQ vs SARK Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Tradr 1X Short Innovation Daily ETF (SARK) is a ETF from Tradr ETFs. Over the past year QQQ returned +26.39% while SARK returned -21.36%. Year to date, QQQ is up 17.07% versus a loss of 13.34% for SARK.

Over three years, QQQ compounded at +26.08% per year against -32.87% for SARK. Across the full 5-year window we track, QQQ has the edge at +13.05% annualized vs -14.56%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SARK has been the more volatile fund, with annualized monthly volatility of 47.3% 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 -81.3% for SARK. 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 -0.76. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

QQQ charges 0.18% per year while SARK charges 1.00%. On a $10,000 position that is $18 vs $100 annually, a gap of $82 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 2.81% for SARK.

Frequently Asked Questions

Which is cheaper, QQQ or SARK?

QQQ has an expense ratio of 0.18% while SARK charges 1.00%. QQQ is the cheaper option. On a $10,000 investment, that is $82 per year of difference.

Which performed better, QQQ or SARK?

Over the past year QQQ returned +26.39% vs -21.36% for SARK, so QQQ leads on 1-year performance. Over the longest common window we track (5 years), QQQ annualized +13.05% vs -14.56% for SARK. Past performance does not guarantee future results.

Which is riskier, QQQ or SARK?

SARK has been the more volatile fund at 47.3% annualized versus 30.6% for QQQ. Worst drawdown: QQQ -83.0% vs SARK -81.3%.

Should I hold both QQQ and SARK?

QQQ and SARK have a monthly-return correlation of -0.76, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, QQQ or SARK?

QQQ yields 0.44% while SARK yields 2.81%, so SARK currently pays the higher dividend yield.

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