QQQ vs SBTU

QQQ vs SBTU

Which is better, QQQ or SBTU?

Large Cap Growth against Trading-Leveraged Equity.

QQQ has a lower expense ratio. QQQ led over 1Y and the full window.

Lower Fees: QQQHigher Returns: QQQ

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

MetricQQQSBTU
Expense Ratio0.18%Best1.50%
AUM$437.3B$3M
Dividend Yield0.43%0.00%
Holdings2086
Volatility (annualized)22.3%Best1724.0%
Max Drawdown-12.0%Best-94.2%
$10,000 over 1 years$11,216Best$9,490
Fund FamilyInvesco (US)REX Shares
CategoryEquityAlternative
StyleLarge Cap GrowthTrading-Leveraged Equity
InceptionMar 10, 1999Oct 21, 2025

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 8 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. QQQ has data through Nov 11, 2026 and SBTU through Nov 3, 2026.

Volatility and max drawdown, and the $10,000 over 1 years row, are measured over the window both funds cover: Oct 21, 2025 to Nov 3, 2026 (1 years).

Risk: Volatility and Drawdowns

SBTU has been the more volatile fund, with annualized monthly volatility of 1724.0% compared with 22.3% 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 -12.0% for QQQ and -94.2% for SBTU. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.16. They move largely independently of each other.

Fees and Cost Over Time

QQQ charges 0.18% per year while SBTU charges 1.50%. On a $10,000 position that is $18 vs $150 annually, a gap of $132 per year that compounds over a long holding period. On income, QQQ currently yields 0.43% against 0.00% for SBTU.

Holdings Overlap

We hold position weights for 101 holdings in QQQ and 1 in SBTU, totalling 99.7% and 2.2% 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 101 positions we hold weights for in QQQ and 1 in SBTU, against full books of 208 and 6.

You are not choosing between two funds in isolation.

Whichever of QQQ and SBTU you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

QQQSBTU

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QQQ or SBTU?

QQQ has an expense ratio of 0.18% while SBTU charges 1.50%. QQQ is the cheaper option, by $132 a year on a $10,000 investment.

Which is riskier, QQQ or SBTU?

SBTU has been the more volatile fund at 1724.0% annualized versus 22.3% for QQQ. Worst drawdown: QQQ -12.0% vs SBTU -94.2%.

Should I hold both QQQ and SBTU?

QQQ and SBTU have a monthly-return correlation of 0.16, 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 SBTU?

QQQ yields 0.43% while SBTU yields 0.00%, so QQQ currently pays the higher dividend yield.

Is SBTU 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.