QQQ vs SBB

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

MetricQQQSBBWinner
Expense Ratio0.18%0.95%
AUM$455.8B$3M
Dividend Yield0.41%3.80%
Holdings1085
YTD Return+17.85%-16.63%
1Y Return+26.45%-23.55%
3Y Return (annualized)+26.07%-10.68%
5Y Return (annualized)+15.16%-6.26%
Volatility (annualized)30.6%21.4%
Max Drawdown-83.0%-97.4%
Fund FamilyInvesco (US)ProShares
CategoryEquityAlternative
InceptionMar 10, 1999Jan 23, 2007

QQQ vs SBB Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and ProShares Short SmallCap600 (SBB) is a ETF from ProShares. Over the past year QQQ returned +26.45% while SBB returned -23.55%. Year to date, QQQ is up 17.85% versus a loss of 16.63% for SBB.

Over three years, QQQ compounded at +26.07% per year against -10.68% for SBB; over five years the annualized figures are +15.16% and -6.26% respectively. Across the full 20-year window we track, QQQ has the edge at +13.09% annualized vs -14.66%. 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 21.4% for SBB. 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 -97.4% for SBB. 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 SBB charges 0.95%. On a $10,000 position that is $18 vs $95 annually, a gap of $77 per year that compounds over a long holding period. On income, QQQ currently yields 0.41% against 3.80% for SBB.

Frequently Asked Questions

Which is cheaper, QQQ or SBB?

QQQ has an expense ratio of 0.18% while SBB charges 0.95%. QQQ is the cheaper option. On a $10,000 investment, that is $77 per year of difference.

Which performed better, QQQ or SBB?

Over the past year QQQ returned +26.45% vs -23.55% for SBB, so QQQ leads on 1-year performance. Over the longest common window we track (20 years), QQQ annualized +13.09% vs -14.66% for SBB. Past performance does not guarantee future results.

Which is riskier, QQQ or SBB?

QQQ has been the more volatile fund at 30.6% annualized versus 21.4% for SBB. Worst drawdown: QQQ -83.0% vs SBB -97.4%.

Should I hold both QQQ and SBB?

QQQ and SBB have a monthly-return correlation of -0.69, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, QQQ or SBB?

QQQ yields 0.41% while SBB yields 3.80%, so SBB currently pays the higher dividend yield.

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