QQQ vs SHUS
Invesco QQQ Trust, Series 1 vs Stratified LargeCap Hedged ETF
Quick Verdict
QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.
Side-by-Side Comparison
| Metric | QQQ | SHUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.79% | |
| AUM | $496.3B | $26M | |
| Dividend Yield | 0.44% | 1.24% | |
| Holdings | 108 | 5 | |
| YTD Return | +16.23% | +12.75% | |
| 1Y Return | +26.23% | +17.04% | |
| 3Y Return (annualized) | +25.75% | +11.23% | |
| 5Y Return (annualized) | +14.78% | +6.64% | |
| Volatility (annualized) | 30.6% | 11.3% | |
| Max Drawdown | -83.0% | -14.3% | |
| Fund Family | Invesco (US) | Syntax Stratified | |
| Category | Equity | Equity | |
| Inception | Mar 10, 1999 | Jun 15, 2021 |
QQQ vs SHUS Performance
Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Stratified LargeCap Hedged ETF (SHUS) is a ETF from Syntax Stratified. Over the past year QQQ returned +26.23% while SHUS returned +17.04%. Year to date, QQQ is up 16.23% versus a gain of 12.75% for SHUS.
Over three years, QQQ compounded at +25.75% per year against +11.23% for SHUS; over five years the annualized figures are +14.78% and +6.64% respectively. Across the full 5-year window we track, QQQ has the edge at +13.02% annualized vs +6.61%. 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 11.3% for SHUS. 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 -14.3% for SHUS. 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 0.59. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
QQQ charges 0.18% per year while SHUS charges 0.79%. On a $10,000 position that is $18 vs $79 annually, a gap of $61 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 1.24% for SHUS.
Holdings Overlap
QQQ and SHUS 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 SHUS?
QQQ has an expense ratio of 0.18% while SHUS charges 0.79%. QQQ is the cheaper option. On a $10,000 investment, that is $61 per year of difference.
Which performed better, QQQ or SHUS?
Over the past year QQQ returned +26.23% vs +17.04% for SHUS, so QQQ leads on 1-year performance. Over the longest common window we track (5 years), QQQ annualized +13.02% vs +6.61% for SHUS. Past performance does not guarantee future results.
Which is riskier, QQQ or SHUS?
QQQ has been the more volatile fund at 30.6% annualized versus 11.3% for SHUS. Worst drawdown: QQQ -83.0% vs SHUS -14.3%.
Should I hold both QQQ and SHUS?
QQQ and SHUS have a monthly-return correlation of 0.59, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between QQQ and SHUS?
QQQ and SHUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 103 unique securities.
Which pays a higher dividend, QQQ or SHUS?
QQQ yields 0.44% while SHUS yields 1.24%, so SHUS currently pays the higher dividend yield.
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