QQQ vs SDMF

QQQ vs SDMF

Which is better, QQQ or SDMF?

Large Cap Growth against Managed Futures.

QQQ has a lower expense ratio.

Lower Fees: 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

MetricQQQSDMF
Expense Ratio0.18%Best0.35%
AUM$483.5B$40M
Dividend Yield0.44%0.38%
Holdings10771
YTD Return+17.95%Best+6.32%
1Y Return+21.77%-
3Y Return (annualized)+25.63%-
5Y Return (annualized)+15.24%-
Fund FamilyInvesco (US)Simplify Exchange Traded Funds
CategoryEquityAlternative
StyleLarge Cap GrowthManaged Futures
InceptionMar 10, 1999Feb 17, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

QQQ vs SDMF 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

QQQ vs SDMF Performance

Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and Simplify DBi CTA Managed Futures Index ETF (SDMF) is an ETF from Simplify Exchange Traded Funds. Year to date, QQQ is up 17.95% versus a gain of 6.32% for SDMF.

Past performance does not guarantee future results.

Fees and Cost Over Time

QQQ charges 0.18% per year while SDMF charges 0.35%. On a $10,000 position that is $18 vs $35 annually, a gap of $17 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 0.38% for SDMF.

Holdings Overlap

We hold position weights for 102 holdings in QQQ and 1 in SDMF, totalling 99.9% and 26.1% 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 SDMF, against full books of 107 and 71.

You are not choosing between two funds in isolation.

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

QQQSDMF

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QQQ or SDMF?

QQQ has an expense ratio of 0.18% while SDMF charges 0.35%. QQQ is the cheaper option, by $17 a year on a $10,000 investment.

Which pays a higher dividend, QQQ or SDMF?

QQQ yields 0.44% while SDMF yields 0.38%, so QQQ currently pays the higher dividend yield.

Is SDMF better than QQQ?

QQQ has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.