QQQ vs SBAR
Invesco QQQ Trust, Series 1 vs Simplify Barrier Income ETF
Which is better, QQQ or SBAR?
Large Cap Growth against Multi Alternative.
QQQ has a lower expense ratio. QQQ led over 1Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | QQQ | SBAR |
|---|---|---|
| Expense Ratio | 0.18%Best | 0.75% |
| AUM | $483.5B | $422M |
| Dividend Yield | 0.44% | 12.31% |
| Holdings | 107 | 43 |
| YTD Return | +17.21%Best | +5.88% |
| 1Y Return | +22.10%Best | +9.93% |
| 3Y Return (annualized) | +25.27% | - |
| 5Y Return (annualized) | +14.60% | - |
| Volatility (annualized) | 19.7% | 6.4%Best |
| Max Drawdown | -12.0% | -5.3%Best |
| $10,000 over 1.4 years | $15,627Best | $12,039 |
| Fund Family | Invesco (US) | Simplify Exchange Traded Funds |
| Category | Equity | Alternative |
| Style | Large Cap Growth | Multi Alternative |
| Inception | Mar 10, 1999 | Apr 14, 2025 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.4 years row, are measured over the window both funds cover: Apr 15, 2025 to Sep 17, 2026 (1.4 years).
QQQ vs SBAR growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.4 years both funds cover.
QQQ vs SBAR Performance
Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and Simplify Barrier Income ETF (SBAR) is an ETF from Simplify Exchange Traded Funds. Over the past year QQQ returned +22.10% while SBAR returned +9.93%. Year to date, QQQ is up 17.21% versus a gain of 5.88% for SBAR.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 19.7% compared with 6.4% 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 -12.0% for QQQ and -5.3% for SBAR. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.69. They move together some of the time, and apart the rest.
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 12.31% for SBAR.
Holdings Overlap
We hold position weights for 102 holdings in QQQ and 1 in SBAR, totalling 99.9% and 85.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 102 positions we hold weights for in QQQ and 1 in SBAR, against full books of 107 and 43.
You are not choosing between two funds in isolation.
Whichever of QQQ and SBAR you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $57 a year on a $10,000 investment.
Which performed better, QQQ or SBAR?
Over the past year QQQ returned +22.10% vs +9.93% for SBAR, so QQQ leads on 1-year performance. Over the longest common window we track (1 years), QQQ annualized +37.56% vs +14.17% for SBAR. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, QQQ or SBAR?
QQQ has been the more volatile fund at 19.7% annualized versus 6.4% for SBAR. Worst drawdown: QQQ -12.0% vs SBAR -5.3%.
Should I hold both QQQ and SBAR?
QQQ and SBAR have a monthly-return correlation of 0.69, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, QQQ or SBAR?
QQQ yields 0.44% while SBAR yields 12.31%, so SBAR currently pays the higher dividend yield.
Is SBAR better than QQQ?
QQQ has a lower expense ratio. QQQ led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.