QQQ vs SIXF

QQQ vs SIXF

Which is better, QQQ or SIXF?

Large Cap Growth against Option Writing.

QQQ has a lower expense ratio. QQQ led over 1Y and the full window.

Lower Fees: QQQHigher Returns: QQQ

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

MetricQQQSIXF
Expense Ratio0.18%Best0.74%
AUM$483.5B$51M
Dividend Yield0.44%0.00%
Holdings1075
YTD Return+17.95%Best+10.00%
1Y Return+21.77%Best+13.30%
3Y Return (annualized)+25.63%-
5Y Return (annualized)+15.24%-
Volatility (annualized)17.3%5.8%Best
Max Drawdown-22.8%-11.3%Best
$10,000 over 2.6 years$17,228Best$13,909
Fund FamilyInvesco (US)AllianzIM
CategoryEquityAlternative
StyleLarge Cap GrowthOption Writing
InceptionMar 10, 1999Jan 31, 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 1, 2024 to Sep 18, 2026 (2.6 years).

QQQ vs SIXF 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 SIXF Performance

Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and AllianzIM US Equity 6 Month Buffer10 Feb/Aug ETF (SIXF) is an ETF from AllianzIM. Over the past year QQQ returned +21.77% while SIXF returned +13.30%. Year to date, QQQ is up 17.95% versus a gain of 10.00% for SIXF.

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 5.8% for SIXF. 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 -11.3% for SIXF. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.84. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

QQQ charges 0.18% per year while SIXF charges 0.74%. On a $10,000 position that is $18 vs $74 annually, a gap of $56 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 0.00% for SIXF.

You are not choosing between two funds in isolation.

Whichever of QQQ and SIXF you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

QQQSIXF

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Frequently Asked Questions

Which is cheaper, QQQ or SIXF?

QQQ has an expense ratio of 0.18% while SIXF charges 0.74%. QQQ is the cheaper option, by $56 a year on a $10,000 investment.

Which performed better, QQQ or SIXF?

Over the past year QQQ returned +21.77% vs +13.30% for SIXF, 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 SIXF?

QQQ has been the more volatile fund at 17.3% annualized versus 5.8% for SIXF. Worst drawdown: QQQ -22.8% vs SIXF -11.3%.

Should I hold both QQQ and SIXF?

QQQ and SIXF have a monthly-return correlation of 0.84, 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 SIXF?

QQQ yields 0.44% while SIXF yields 0.00%, so QQQ currently pays the higher dividend yield.

Is SIXF 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.