QQQ vs SIXP

QQQ vs SIXP
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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

MetricQQQSIXPWinner
Expense Ratio0.18%0.74%
AUM$496.3B$45M
Dividend Yield0.44%0.00%
Holdings1085
YTD Return+16.23%+8.88%
1Y Return+26.23%+14.59%
3Y Return (annualized)+25.75%-
5Y Return (annualized)+14.78%-
Volatility (annualized)30.6%6.0%
Max Drawdown-83.0%-11.3%
Fund FamilyInvesco (US)AllianzIM
CategoryEquityAlternative
InceptionMar 10, 1999Feb 29, 2024

QQQ vs SIXP Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and AllianzIM US Equity 6 Month Buffer10 Mar/Sep ETF (SIXP) is a ETF from AllianzIM. Over the past year QQQ returned +26.23% while SIXP returned +14.59%. Year to date, QQQ is up 16.23% versus a gain of 8.88% for SIXP.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 6.0% for SIXP. 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 -11.3% for SIXP. 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 0.85. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

QQQ charges 0.18% per year while SIXP 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 SIXP.

Frequently Asked Questions

Which is cheaper, QQQ or SIXP?

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

Over the past year QQQ returned +26.23% vs +14.59% for SIXP, so QQQ leads on 1-year performance. Over the longest common window we track (3 years), QQQ annualized +13.02% vs +13.50% for SIXP. Past performance does not guarantee future results.

Which is riskier, QQQ or SIXP?

QQQ has been the more volatile fund at 30.6% annualized versus 6.0% for SIXP. Worst drawdown: QQQ -83.0% vs SIXP -11.3%.

Should I hold both QQQ and SIXP?

QQQ and SIXP have a monthly-return correlation of 0.85, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, QQQ or SIXP?

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

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