QQQ vs SIJ

QQQ vs SIJ
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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

MetricQQQSIJWinner
Expense Ratio0.18%0.95%
AUM$496.3B$6M
Dividend Yield0.44%4.80%
Holdings1086
YTD Return+16.23%-24.09%
1Y Return+26.23%-29.73%
3Y Return (annualized)+25.75%-29.56%
5Y Return (annualized)+14.78%-19.58%
Volatility (annualized)30.6%38.0%
Max Drawdown-83.0%-100.0%
Fund FamilyInvesco (US)ProShares
CategoryEquityAlternative
InceptionMar 10, 1999Jan 30, 2007

QQQ vs SIJ Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and ProShares UltraShort Industrials (SIJ) is a ETF from ProShares. Over the past year QQQ returned +26.23% while SIJ returned -29.73%. Year to date, QQQ is up 16.23% versus a loss of 24.09% for SIJ.

Over three years, QQQ compounded at +25.75% per year against -29.56% for SIJ; over five years the annualized figures are +14.78% and -19.58% respectively. Across the full 20-year window we track, QQQ has the edge at +13.02% annualized vs -29.44%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SIJ has been the more volatile fund, with annualized monthly volatility of 38.0% 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 SIJ. 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 -0.77. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

QQQ charges 0.18% per year while SIJ 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 4.80% for SIJ.

Frequently Asked Questions

Which is cheaper, QQQ or SIJ?

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

Over the past year QQQ returned +26.23% vs -29.73% for SIJ, so QQQ leads on 1-year performance. Over the longest common window we track (20 years), QQQ annualized +13.02% vs -29.44% for SIJ. Past performance does not guarantee future results.

Which is riskier, QQQ or SIJ?

SIJ has been the more volatile fund at 38.0% annualized versus 30.6% for QQQ. Worst drawdown: QQQ -83.0% vs SIJ -100.0%.

Should I hold both QQQ and SIJ?

QQQ and SIJ have a monthly-return correlation of -0.77, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, QQQ or SIJ?

QQQ yields 0.44% while SIJ yields 4.80%, so SIJ currently pays the higher dividend yield.

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