QQQ vs SOXY
Invesco QQQ Trust, Series 1 vs YieldMax Target 12 Semiconductor Option Income ETF
Which is better, QQQ or SOXY?
Large Cap Growth against Option Writing.
QQQ has a lower expense ratio. SOXY led over 1Y and the full window.
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
| Metric | QQQ | SOXY |
|---|---|---|
| Expense Ratio | 0.18%Best | 1.06% |
| AUM | $437.3B | $54M |
| Dividend Yield | 0.43% | 11.85% |
| Holdings | 208 | 181 |
| YTD Return | +12.98% | +38.29%Best |
| 1Y Return | +11.59% | +46.54%Best |
| 3Y Return (annualized) | +23.05% | - |
| 5Y Return (annualized) | +12.74% | - |
| Volatility (annualized) | 19.7%Best | 41.3% |
| Max Drawdown | -22.8%Best | -39.2% |
| $10,000 over 1.9 years | $13,412 | $19,166Best |
| Fund Family | Invesco (US) | YieldMax ETF |
| Category | Equity | Alternative |
| Style | Large Cap Growth | Option Writing |
| Inception | Mar 10, 1999 | Dec 2, 2024 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Dec 3, 2024 to Nov 11, 2026 (1.9 years).
QQQ vs SOXY 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 1.9 years both funds cover.
QQQ vs SOXY Performance
Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and YieldMax Target 12 Semiconductor Option Income ETF (SOXY) is an ETF from YieldMax ETF. Over the past year QQQ returned +11.59% while SOXY returned +46.54%. Year to date, QQQ is up 12.98% versus a gain of 38.29% for SOXY.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SOXY has been the more volatile fund, with annualized monthly volatility of 41.3% compared with 19.7% 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 -22.8% for QQQ and -39.2% for SOXY. Drawdown depth is what each fund did in the worst stretch of the window measured above.
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 SOXY charges 1.06%. On a $10,000 position that is $18 vs $106 annually, a gap of $88 per year that compounds over a long holding period. On income, QQQ currently yields 0.43% against 11.85% for SOXY.
You are not choosing between two funds in isolation.
Whichever of QQQ and SOXY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, QQQ or SOXY?
QQQ has an expense ratio of 0.18% while SOXY charges 1.06%. QQQ is the cheaper option, by $88 a year on a $10,000 investment.
Which performed better, QQQ or SOXY?
Over the past year QQQ returned +11.59% vs +46.54% for SOXY, so SOXY leads on 1-year performance. Over the longest common window we track (2 years), QQQ annualized +16.71% vs +40.83% for SOXY. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, QQQ or SOXY?
SOXY has been the more volatile fund at 41.3% annualized versus 19.7% for QQQ. Worst drawdown: QQQ -22.8% vs SOXY -39.2%.
Should I hold both QQQ and SOXY?
QQQ and SOXY have a monthly-return correlation of 0.88, 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 SOXY?
QQQ yields 0.43% while SOXY yields 11.85%, so SOXY currently pays the higher dividend yield.
Is SOXY better than QQQ?
QQQ has a lower expense ratio. SOXY 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.