QQQ vs SDMF
Invesco QQQ Trust, Series 1 vs Simplify DBi CTA Managed Futures Index ETF
Quick Verdict
QQQ has a lower expense ratio. QQQ offers more diversification with 108 holdings.
Side-by-Side Comparison
| Metric | QQQ | SDMF | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.35% | |
| AUM | $496.3B | $39M | |
| Dividend Yield | 0.44% | - | |
| Holdings | 108 | 71 | |
| YTD Return | +17.13% | +3.80% | |
| 1Y Return | +24.75% | - | |
| 3Y Return (annualized) | +24.85% | - | |
| 5Y Return (annualized) | +14.21% | - | |
| Volatility (annualized) | 30.6% | - | |
| Max Drawdown | -83.0% | -6.2% | |
| Fund Family | Invesco (US) | Simplify Exchange Traded Funds | |
| Category | Equity | Alternative | |
| Inception | Mar 10, 1999 | Feb 17, 2026 |
QQQ vs SDMF Performance
Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Simplify DBi CTA Managed Futures Index ETF (SDMF) is a ETF from Simplify Exchange Traded Funds. Year to date, QQQ is up 17.13% versus a gain of 3.80% for SDMF.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -83.0% for QQQ and -6.2% for SDMF. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
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.
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. On a $10,000 investment, that is $17 per year of difference.
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