QQQ vs SRET
Invesco QQQ Trust, Series 1 vs Global X SuperDividend REIT ETF
Quick Verdict
QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.
Side-by-Side Comparison
| Metric | QQQ | SRET | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.58% | |
| AUM | $496.3B | $230M | |
| Dividend Yield | 0.44% | 7.87% | |
| Holdings | 108 | 34 | |
| YTD Return | +16.64% | +7.09% | |
| 1Y Return | +27.27% | +13.24% | |
| 3Y Return (annualized) | +25.96% | +11.83% | |
| 5Y Return (annualized) | +14.54% | +2.92% | |
| Volatility (annualized) | 30.6% | 22.4% | |
| Max Drawdown | -83.0% | -67.7% | |
| Fund Family | Invesco (US) | Global X by mirae Asset | |
| Category | Equity | Equity | |
| Inception | Mar 10, 1999 | Mar 16, 2015 |
QQQ vs SRET Performance
Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Global X SuperDividend REIT ETF (SRET) is a ETF from Global X by mirae Asset. Over the past year QQQ returned +27.27% while SRET returned +13.24%. Year to date, QQQ is up 16.64% versus a gain of 7.09% for SRET.
Over three years, QQQ compounded at +25.96% per year against +11.83% for SRET; over five years the annualized figures are +14.54% and +2.92% respectively. Across the full 11-year window we track, QQQ has the edge at +13.03% annualized vs -2.38%. 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 22.4% for SRET. 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 -67.7% for SRET. 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 0.53. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
QQQ charges 0.18% per year while SRET charges 0.58%. On a $10,000 position that is $18 vs $58 annually, a gap of $40 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 7.87% for SRET.
Holdings Overlap
QQQ and SRET share 0 holdings out of 125 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 SRET?
QQQ has an expense ratio of 0.18% while SRET charges 0.58%. QQQ is the cheaper option. On a $10,000 investment, that is $40 per year of difference.
Which performed better, QQQ or SRET?
Over the past year QQQ returned +27.27% vs +13.24% for SRET, so QQQ leads on 1-year performance. Over the longest common window we track (11 years), QQQ annualized +13.03% vs -2.38% for SRET. Past performance does not guarantee future results.
Which is riskier, QQQ or SRET?
QQQ has been the more volatile fund at 30.6% annualized versus 22.4% for SRET. Worst drawdown: QQQ -83.0% vs SRET -67.7%.
Should I hold both QQQ and SRET?
QQQ and SRET have a monthly-return correlation of 0.53, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between QQQ and SRET?
QQQ and SRET share 0 common holdings with a 0.0% weight overlap. Combined, they hold 125 unique securities.
Which pays a higher dividend, QQQ or SRET?
QQQ yields 0.44% while SRET yields 7.87%, so SRET currently pays the higher dividend yield.
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