QQQ vs SRS

QQQ vs SRS

Which is better, QQQ or SRS?

Opposite sides of the same exposure.

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. The two move opposite each other, correlation -0.59, so holding both offsets the exposure while paying both fees.

Lower Fees: QQQHigher Returns: QQQ

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

MetricQQQSRS
Expense Ratio0.18%Best0.95%
AUM$483.5B$15M
Dividend Yield0.44%3.48%
Holdings1078
YTD Return+17.95%Best-10.46%
1Y Return+21.77%Best-4.42%
3Y Return (annualized)+25.63%Best-13.08%
5Y Return (annualized)+15.24%Best-3.55%
Volatility (annualized)18.8%Best40.9%
Max Drawdown-53.5%-
$10,000 over 5 years$20,324Best$8,347
Fund FamilyInvesco (US)ProShares
CategoryEquityAlternative
StyleLarge Cap GrowthTrading-Inverse Equity
InceptionMar 10, 1999Jan 30, 2007

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Feb 1, 2007 to Sep 18, 2026 (19.6 years).

QQQ vs SRS 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

QQQ vs SRS Performance

Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and ProShares UltraShort Real Estate (SRS) is an ETF from ProShares. Over the past year QQQ returned +21.77% while SRS returned -4.42%. Year to date, QQQ is up 17.95% versus a loss of 10.46% for SRS.

Over three years, QQQ compounded at +25.63% per year against -13.08% for SRS; over five years the annualized figures are +15.24% and -3.55% respectively. Across the full 20-year window we track, QQQ has the edge at +15.50% annualized vs -28.18%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SRS has been the more volatile fund, with annualized monthly volatility of 40.9% compared with 18.8% for QQQ. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The two funds' monthly returns correlate at -0.59. They move opposite each other. Holding both offsets the exposure rather than spreading it, while paying both funds' fees.

Fees and Cost Over Time

QQQ charges 0.18% per year while SRS 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 3.48% for SRS.

Holdings Overlap

We hold position weights for 102 holdings in QQQ and 1 in SRS, totalling 99.9% and 83.1% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 102 positions we hold weights for in QQQ and 1 in SRS, against full books of 107 and 8.

You are not choosing between two funds in isolation.

Whichever of QQQ and SRS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

QQQSRS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QQQ or SRS?

QQQ has an expense ratio of 0.18% while SRS charges 0.95%. QQQ is the cheaper option, by $77 a year on a $10,000 investment.

Which performed better, QQQ or SRS?

Over the past year QQQ returned +21.77% vs -4.42% for SRS, so QQQ leads on 1-year performance. Over the longest common window we track (20 years), QQQ annualized +15.50% vs -28.18% for SRS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QQQ or SRS?

SRS has been the more volatile fund at 40.9% annualized versus 18.8% for QQQ.

Should I hold both QQQ and SRS?

QQQ and SRS have a monthly-return correlation of -0.59, so they move opposite each other. Holding both offsets the exposure rather than spreading it, and pays both funds' fees on the way. This is information, not a recommendation.

Which pays a higher dividend, QQQ or SRS?

QQQ yields 0.44% while SRS yields 3.48%, so SRS currently pays the higher dividend yield.

Is SRS better than QQQ?

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. The two move opposite each other, correlation -0.59, so holding both offsets the exposure while paying both fees. Which one suits a particular account depends on what it is for. This is information, not a recommendation.