QQQ vs SDOW

QQQ vs SDOW
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Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: QQQ

Side-by-Side Comparison

MetricQQQSDOWWinner
Expense Ratio0.18%0.95%
AUM$496.3B$177M
Dividend Yield0.44%5.42%
Holdings10817
YTD Return+17.30%-25.86%
1Y Return+24.93%-39.74%
3Y Return (annualized)+26.19%-59.21%
5Y Return (annualized)+15.34%-44.23%
Volatility (annualized)30.6%42.7%
Max Drawdown-83.0%-100.0%
Fund FamilyInvesco (US)ProShares
CategoryEquityAlternative
InceptionMar 10, 1999Feb 9, 2010

QQQ vs SDOW Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and ProShares UltraPro Short Dow30 (SDOW) is a ETF from ProShares. Over the past year QQQ returned +24.93% while SDOW returned -39.74%. Year to date, QQQ is up 17.30% versus a loss of 25.86% for SDOW.

Over three years, QQQ compounded at +26.19% per year against -59.21% for SDOW; over five years the annualized figures are +15.34% and -44.23% respectively. Across the full 17-year window we track, QQQ has the edge at +13.06% annualized vs -43.24%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SDOW has been the more volatile fund, with annualized monthly volatility of 42.7% compared with 30.6% 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 -83.0% for QQQ and -100.0% for SDOW. 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 -0.72. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

QQQ charges 0.18% per year while SDOW 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 0.44% against 5.42% for SDOW.

Holdings Overlap

0.0%overlap

QQQ and SDOW share 0 holdings out of 103 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, QQQ or SDOW?

QQQ has an expense ratio of 0.18% while SDOW 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 SDOW?

Over the past year QQQ returned +24.93% vs -39.74% for SDOW, so QQQ leads on 1-year performance. Over the longest common window we track (17 years), QQQ annualized +13.06% vs -43.24% for SDOW. Past performance does not guarantee future results.

Which is riskier, QQQ or SDOW?

SDOW has been the more volatile fund at 42.7% annualized versus 30.6% for QQQ. Worst drawdown: QQQ -83.0% vs SDOW -100.0%.

Should I hold both QQQ and SDOW?

QQQ and SDOW have a monthly-return correlation of -0.72, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and SDOW?

QQQ and SDOW share 0 common holdings with a 0.0% weight overlap. Combined, they hold 103 unique securities.

Which pays a higher dividend, QQQ or SDOW?

QQQ yields 0.44% while SDOW yields 5.42%, so SDOW currently pays the higher dividend yield.

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