QQQ vs SDS

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

MetricQQQSDSWinner
Expense Ratio0.18%0.91%
AUM$455.8B$428M
Dividend Yield0.41%5.33%
Holdings10820
YTD Return+18.31%-20.44%
1Y Return+25.37%-28.18%
3Y Return (annualized)+25.79%-28.58%
5Y Return (annualized)+15.20%-21.19%
Volatility (annualized)30.6%28.3%
Max Drawdown-83.0%-99.9%
Fund FamilyInvesco (US)ProShares
CategoryEquityAlternative
InceptionMar 10, 1999Jul 11, 2006

QQQ vs SDS Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and ProShares UltraShort S&P500 (SDS) is a ETF from ProShares. Over the past year QQQ returned +25.37% while SDS returned -28.18%. Year to date, QQQ is up 18.31% versus a loss of 20.44% for SDS.

Over three years, QQQ compounded at +25.79% per year against -28.58% for SDS; over five years the annualized figures are +15.20% and -21.19% respectively. Across the full 20-year window we track, QQQ has the edge at +13.10% annualized vs -26.34%. 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 28.3% for SDS. 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 -99.9% for SDS. 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 -0.89. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

QQQ charges 0.18% per year while SDS charges 0.91%. On a $10,000 position that is $18 vs $91 annually, a gap of $73 per year that compounds over a long holding period. On income, QQQ currently yields 0.41% against 5.33% for SDS.

Holdings Overlap

0.0%overlap

QQQ and SDS share 0 holdings out of 104 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 SDS?

QQQ has an expense ratio of 0.18% while SDS charges 0.91%. QQQ is the cheaper option. On a $10,000 investment, that is $73 per year of difference.

Which performed better, QQQ or SDS?

Over the past year QQQ returned +25.37% vs -28.18% for SDS, so QQQ leads on 1-year performance. Over the longest common window we track (20 years), QQQ annualized +13.10% vs -26.34% for SDS. Past performance does not guarantee future results.

Which is riskier, QQQ or SDS?

QQQ has been the more volatile fund at 30.6% annualized versus 28.3% for SDS. Worst drawdown: QQQ -83.0% vs SDS -99.9%.

Should I hold both QQQ and SDS?

QQQ and SDS have a monthly-return correlation of -0.89, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and SDS?

QQQ and SDS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 104 unique securities.

Which pays a higher dividend, QQQ or SDS?

QQQ yields 0.41% while SDS yields 5.33%, so SDS currently pays the higher dividend yield.

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