QQQ vs SPDN

Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 103 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: QQQ

Side-by-Side Comparison

MetricQQQSPDNWinner
Expense Ratio0.18%0.48%
AUM$455.8B$209M
Dividend Yield0.41%3.34%
Holdings1085
YTD Return+18.20%-9.42%
1Y Return+27.63%-14.34%
3Y Return (annualized)+25.54%-12.61%
5Y Return (annualized)+15.12%-8.51%
Volatility (annualized)30.6%14.6%
Max Drawdown-83.0%-76.7%
Fund FamilyInvesco (US)Direxion Shares ETF Trust
CategoryEquityAlternative
InceptionMar 10, 1999Jun 8, 2016

QQQ vs SPDN Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Direxion Daily S&P 500 Bear 1X ETF (SPDN) is a ETF from Direxion Shares ETF Trust. Over the past year QQQ returned +27.63% while SPDN returned -14.34%. Year to date, QQQ is up 18.20% versus a loss of 9.42% for SPDN.

Over three years, QQQ compounded at +25.54% per year against -12.61% for SPDN; over five years the annualized figures are +15.12% and -8.51% respectively. Across the full 10-year window we track, QQQ has the edge at +13.11% annualized vs -12.88%. 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 14.6% for SPDN. 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 -76.7% for SPDN. 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 -0.92. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

QQQ charges 0.18% per year while SPDN charges 0.48%. On a $10,000 position that is $18 vs $48 annually, a gap of $30 per year that compounds over a long holding period. On income, QQQ currently yields 0.41% against 3.34% for SPDN.

Holdings Overlap

0.0%overlap

QQQ and SPDN 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 SPDN?

QQQ has an expense ratio of 0.18% while SPDN charges 0.48%. QQQ is the cheaper option. On a $10,000 investment, that is $30 per year of difference.

Which performed better, QQQ or SPDN?

Over the past year QQQ returned +27.63% vs -14.34% for SPDN, so QQQ leads on 1-year performance. Over the longest common window we track (10 years), QQQ annualized +13.11% vs -12.88% for SPDN. Past performance does not guarantee future results.

Which is riskier, QQQ or SPDN?

QQQ has been the more volatile fund at 30.6% annualized versus 14.6% for SPDN. Worst drawdown: QQQ -83.0% vs SPDN -76.7%.

Should I hold both QQQ and SPDN?

QQQ and SPDN have a monthly-return correlation of -0.92, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and SPDN?

QQQ and SPDN share 0 common holdings with a 0.0% weight overlap. Combined, they hold 106 unique securities.

Which pays a higher dividend, QQQ or SPDN?

QQQ yields 0.41% while SPDN yields 3.34%, so SPDN currently pays the higher dividend yield.

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