QQQ vs SPYQ

QQQ vs SPYQ
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Quick Verdict

QQQ has a lower expense ratio. SPYQ delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.

Lower Fees: QQQHigher Returns: SPYQMore Diversified: QQQ

Side-by-Side Comparison

MetricQQQSPYQWinner
Expense Ratio0.18%0.95%
AUM$496.3B$14M
Dividend Yield0.44%0.15%
Holdings1089
YTD Return+16.64%+19.81%
1Y Return+27.27%+35.59%
3Y Return (annualized)+25.96%-
5Y Return (annualized)+14.54%-
Volatility (annualized)30.6%26.0%
Max Drawdown-83.0%-35.9%
Fund FamilyInvesco (US)Tradr ETFs
CategoryEquityAlternative
InceptionMar 10, 1999Sep 30, 2024

QQQ vs SPYQ Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Tradr 2X Long SPY Quarterly ETF (SPYQ) is a ETF from Tradr ETFs. Over the past year QQQ returned +27.27% while SPYQ returned +35.59%. Year to date, QQQ is up 16.64% versus a gain of 19.81% for SPYQ.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 26.0% for SPYQ. 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 -35.9% for SPYQ. 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 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

QQQ charges 0.18% per year while SPYQ charges 0.95%. On a $10,000 position that is $18 vs $95 annually, a gap of $77 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 0.15% for SPYQ.

Holdings Overlap

0.0%overlap

QQQ and SPYQ share 0 holdings out of 103 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 SPYQ?

QQQ has an expense ratio of 0.18% while SPYQ charges 0.95%. QQQ is the cheaper option. On a $10,000 investment, that is $77 per year of difference.

Which performed better, QQQ or SPYQ?

Over the past year QQQ returned +27.27% vs +35.59% for SPYQ, so SPYQ leads on 1-year performance. Over the longest common window we track (2 years), QQQ annualized +13.03% vs +27.71% for SPYQ. Past performance does not guarantee future results.

Which is riskier, QQQ or SPYQ?

QQQ has been the more volatile fund at 30.6% annualized versus 26.0% for SPYQ. Worst drawdown: QQQ -83.0% vs SPYQ -35.9%.

Should I hold both QQQ and SPYQ?

QQQ and SPYQ have a monthly-return correlation of 0.91, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between QQQ and SPYQ?

QQQ and SPYQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 103 unique securities.

Which pays a higher dividend, QQQ or SPYQ?

QQQ yields 0.44% while SPYQ yields 0.15%, so QQQ currently pays the higher dividend yield.

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