QQQ vs SIXJ

QQQ vs SIXJ
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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

MetricQQQSIXJWinner
Expense Ratio0.18%0.74%
AUM$496.3B$149M
Dividend Yield0.44%0.00%
Holdings1085
YTD Return+16.23%+8.16%
1Y Return+26.23%+13.61%
3Y Return (annualized)+25.75%+14.35%
5Y Return (annualized)+14.78%-
Volatility (annualized)30.6%8.6%
Max Drawdown-83.0%-14.1%
Fund FamilyInvesco (US)AllianzIM
CategoryEquityAlternative
InceptionMar 10, 1999Dec 31, 2021

QQQ vs SIXJ Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and AllianzIM US Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) is a ETF from AllianzIM. Over the past year QQQ returned +26.23% while SIXJ returned +13.61%. Year to date, QQQ is up 16.23% versus a gain of 8.16% for SIXJ.

Over three years, QQQ compounded at +25.75% per year against +14.35% for SIXJ. Across the full 5-year window we track, QQQ has the edge at +13.02% annualized vs +8.73%. 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 8.6% for SIXJ. 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 -14.1% for SIXJ. 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 0.88. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

QQQ charges 0.18% per year while SIXJ 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 SIXJ.

Frequently Asked Questions

Which is cheaper, QQQ or SIXJ?

QQQ has an expense ratio of 0.18% while SIXJ charges 0.74%. QQQ is the cheaper option. On a $10,000 investment, that is $56 per year of difference.

Which performed better, QQQ or SIXJ?

Over the past year QQQ returned +26.23% vs +13.61% for SIXJ, so QQQ leads on 1-year performance. Over the longest common window we track (5 years), QQQ annualized +13.02% vs +8.73% for SIXJ. Past performance does not guarantee future results.

Which is riskier, QQQ or SIXJ?

QQQ has been the more volatile fund at 30.6% annualized versus 8.6% for SIXJ. Worst drawdown: QQQ -83.0% vs SIXJ -14.1%.

Should I hold both QQQ and SIXJ?

QQQ and SIXJ have a monthly-return correlation of 0.88, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, QQQ or SIXJ?

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

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