QQQ vs SBAR
Invesco QQQ Trust, Series 1 vs Simplify Barrier Income ETF
Quick Verdict
QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.
Side-by-Side Comparison
| Metric | QQQ | SBAR | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.75% | |
| AUM | $496.3B | $415M | |
| Dividend Yield | 0.44% | 12.63% | |
| Holdings | 108 | 43 | |
| YTD Return | +16.23% | +5.02% | |
| 1Y Return | +26.23% | +10.66% | |
| 3Y Return (annualized) | +25.75% | - | |
| 5Y Return (annualized) | +14.78% | - | |
| Volatility (annualized) | 30.6% | 6.5% | |
| Max Drawdown | -83.0% | -5.3% | |
| Fund Family | Invesco (US) | Simplify Exchange Traded Funds | |
| Category | Equity | Alternative | |
| Inception | Mar 10, 1999 | Apr 14, 2025 |
QQQ vs SBAR Performance
Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Simplify Barrier Income ETF (SBAR) is a ETF from Simplify Exchange Traded Funds. Over the past year QQQ returned +26.23% while SBAR returned +10.66%. Year to date, QQQ is up 16.23% versus a gain of 5.02% for SBAR.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 6.5% for SBAR. 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 -5.3% for SBAR. 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 0.69. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
QQQ charges 0.18% per year while SBAR charges 0.75%. On a $10,000 position that is $18 vs $75 annually, a gap of $57 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 12.63% for SBAR.
Holdings Overlap
QQQ and SBAR share 0 holdings out of 103 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 SBAR?
QQQ has an expense ratio of 0.18% while SBAR charges 0.75%. QQQ is the cheaper option. On a $10,000 investment, that is $57 per year of difference.
Which performed better, QQQ or SBAR?
Over the past year QQQ returned +26.23% vs +10.66% for SBAR, so QQQ leads on 1-year performance. Over the longest common window we track (1 years), QQQ annualized +13.02% vs +14.34% for SBAR. Past performance does not guarantee future results.
Which is riskier, QQQ or SBAR?
QQQ has been the more volatile fund at 30.6% annualized versus 6.5% for SBAR. Worst drawdown: QQQ -83.0% vs SBAR -5.3%.
Should I hold both QQQ and SBAR?
QQQ and SBAR have a monthly-return correlation of 0.69, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between QQQ and SBAR?
QQQ and SBAR share 0 common holdings with a 0.0% weight overlap. Combined, they hold 103 unique securities.
Which pays a higher dividend, QQQ or SBAR?
QQQ yields 0.44% while SBAR yields 12.63%, so SBAR currently pays the higher dividend yield.
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