QQQ vs SFEB
Invesco QQQ Trust, Series 1 vs FT Vest US Small Cap Moderate Buffer ETF - February
Which is better, QQQ or SFEB?
Large Cap Growth against Option Writing.
QQQ has a lower expense ratio. QQQ led over 1Y and the full window.
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
| Metric | QQQ | SFEB |
|---|---|---|
| Expense Ratio | 0.18%Best | 0.90% |
| AUM | $483.5B | $129M |
| Dividend Yield | 0.44% | 0.00% |
| Holdings | 107 | 10 |
| YTD Return | +17.95%Best | +10.13% |
| 1Y Return | +21.77%Best | +13.84% |
| 3Y Return (annualized) | +25.63% | - |
| 5Y Return (annualized) | +15.24% | - |
| Volatility (annualized) | 17.3% | 9.6%Best |
| Max Drawdown | -22.8% | -16.7%Best |
| $10,000 over 2.6 years | $17,195Best | $13,290 |
| Fund Family | Invesco (US) | First Trust Portfolios (US) |
| Category | Equity | Alternative |
| Style | Large Cap Growth | Option Writing |
| Inception | Mar 10, 1999 | Feb 20, 2024 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.6 years row, are measured over the window both funds cover: Feb 20, 2024 to Sep 18, 2026 (2.6 years).
QQQ vs SFEB 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 covers the 2.6 years both funds cover.
QQQ vs SFEB Performance
Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and FT Vest US Small Cap Moderate Buffer ETF - February (SFEB) is an ETF from First Trust Portfolios (US). Over the past year QQQ returned +21.77% while SFEB returned +13.84%. Year to date, QQQ is up 17.95% versus a gain of 10.13% for SFEB.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 17.3% compared with 9.6% for SFEB. 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 -22.8% for QQQ and -16.7% for SFEB. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.61. They move together some of the time, and apart the rest.
Fees and Cost Over Time
QQQ charges 0.18% per year while SFEB charges 0.90%. On a $10,000 position that is $18 vs $90 annually, a gap of $72 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 0.00% for SFEB.
You are not choosing between two funds in isolation.
Whichever of QQQ and SFEB you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, QQQ or SFEB?
QQQ has an expense ratio of 0.18% while SFEB charges 0.90%. QQQ is the cheaper option, by $72 a year on a $10,000 investment.
Which performed better, QQQ or SFEB?
Over the past year QQQ returned +21.77% vs +13.84% for SFEB, so QQQ leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, QQQ or SFEB?
QQQ has been the more volatile fund at 17.3% annualized versus 9.6% for SFEB. Worst drawdown: QQQ -22.8% vs SFEB -16.7%.
Should I hold both QQQ and SFEB?
QQQ and SFEB have a monthly-return correlation of 0.61, 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 SFEB?
QQQ yields 0.44% while SFEB yields 0.00%, so QQQ currently pays the higher dividend yield.
Is SFEB 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.