QQQ vs SOFA
Invesco QQQ Trust, Series 1 vs Direxion Daily SOFI Bull 2X ETF
Quick Verdict
QQQ has a lower expense ratio. QQQ offers more diversification with 107 holdings.
Side-by-Side Comparison
| Metric | QQQ | SOFA | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.97% | |
| AUM | $486.1B | $8M | |
| Dividend Yield | 0.44% | 0.86% | |
| Holdings | 107 | 8 | |
| YTD Return | +15.95% | -41.27% | |
| 1Y Return | +26.00% | - | |
| 3Y Return (annualized) | +24.11% | - | |
| 5Y Return (annualized) | +13.95% | - | |
| Volatility (annualized) | 30.6% | - | |
| Max Drawdown | -83.0% | -55.1% | |
| Fund Family | Invesco (US) | Direxion Shares ETF Trust | |
| Category | Equity | Alternative | |
| Inception | Mar 10, 1999 | Feb 11, 2026 |
QQQ vs SOFA Performance
Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Direxion Daily SOFI Bull 2X ETF (SOFA) is a ETF from Direxion Shares ETF Trust. Year to date, QQQ is up 15.95% versus a loss of 41.27% for SOFA.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -83.0% for QQQ and -55.1% for SOFA. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
QQQ charges 0.18% per year while SOFA charges 0.97%. On a $10,000 position that is $18 vs $97 annually, a gap of $79 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 0.86% for SOFA.
Holdings Overlap
QQQ and SOFA share 0 holdings out of 106 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 SOFA?
QQQ has an expense ratio of 0.18% while SOFA charges 0.97%. QQQ is the cheaper option. On a $10,000 investment, that is $79 per year of difference.
What is the holdings overlap between QQQ and SOFA?
QQQ and SOFA share 0 common holdings with a 0.0% weight overlap. Combined, they hold 106 unique securities.
Which pays a higher dividend, QQQ or SOFA?
QQQ yields 0.44% while SOFA yields 0.86%, so SOFA currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.