QQQ vs SPXS

QQQ vs SPXS
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

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

MetricQQQSPXSWinner
Expense Ratio0.18%1.04%
AUM$496.3B$327M
Dividend Yield0.44%3.19%
Holdings10811
YTD Return+16.64%-28.60%
1Y Return+27.27%-41.80%
3Y Return (annualized)+25.96%-42.76%
5Y Return (annualized)+14.54%-32.94%
Volatility (annualized)30.6%41.5%
Max Drawdown-83.0%-100.0%
Fund FamilyInvesco (US)Direxion Shares ETF Trust
CategoryEquityAlternative
InceptionMar 10, 1999Nov 5, 2008

QQQ vs SPXS Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Direxion Daily S&P 500 Bear 3X ETF (SPXS) is a ETF from Direxion Shares ETF Trust. Over the past year QQQ returned +27.27% while SPXS returned -41.80%. Year to date, QQQ is up 16.64% versus a loss of 28.60% for SPXS.

Over three years, QQQ compounded at +25.96% per year against -42.76% for SPXS; over five years the annualized figures are +14.54% and -32.94% respectively. Across the full 18-year window we track, QQQ has the edge at +13.03% annualized vs -44.04%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SPXS has been the more volatile fund, with annualized monthly volatility of 41.5% compared with 30.6% 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 -83.0% for QQQ and -100.0% for SPXS. 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 -0.90. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

QQQ charges 0.18% per year while SPXS charges 1.04%. On a $10,000 position that is $18 vs $104 annually, a gap of $86 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 3.19% for SPXS.

Holdings Overlap

0.0%overlap

QQQ and SPXS 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 SPXS?

QQQ has an expense ratio of 0.18% while SPXS charges 1.04%. QQQ is the cheaper option. On a $10,000 investment, that is $86 per year of difference.

Which performed better, QQQ or SPXS?

Over the past year QQQ returned +27.27% vs -41.80% for SPXS, so QQQ leads on 1-year performance. Over the longest common window we track (18 years), QQQ annualized +13.03% vs -44.04% for SPXS. Past performance does not guarantee future results.

Which is riskier, QQQ or SPXS?

SPXS has been the more volatile fund at 41.5% annualized versus 30.6% for QQQ. Worst drawdown: QQQ -83.0% vs SPXS -100.0%.

Should I hold both QQQ and SPXS?

QQQ and SPXS have a monthly-return correlation of -0.90, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and SPXS?

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

Which pays a higher dividend, QQQ or SPXS?

QQQ yields 0.44% while SPXS yields 3.19%, so SPXS currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free