QQQ vs SSUS

QQQ vs SSUS
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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

MetricQQQSSUSWinner
Expense Ratio0.18%0.77%
AUM$496.3B$590M
Dividend Yield0.44%0.46%
Holdings10817
YTD Return+16.64%+15.05%
1Y Return+27.27%+22.90%
3Y Return (annualized)+25.96%+18.08%
5Y Return (annualized)+14.54%+10.82%
Volatility (annualized)30.6%14.9%
Max Drawdown-83.0%-23.8%
Fund FamilyInvesco (US)Day Hagan Funds
CategoryEquityEquity
InceptionMar 10, 1999Jan 16, 2020

QQQ vs SSUS Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Day Hagan Smart Sector ETF (SSUS) is a ETF from Day Hagan Funds. Over the past year QQQ returned +27.27% while SSUS returned +22.90%. Year to date, QQQ is up 16.64% versus a gain of 15.05% for SSUS.

Over three years, QQQ compounded at +25.96% per year against +18.08% for SSUS; over five years the annualized figures are +14.54% and +10.82% respectively. Across the full 7-year window we track, SSUS has the edge at +13.73% annualized vs +13.03%. 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 14.9% for SSUS. 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 -23.8% for SSUS. 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 SSUS charges 0.77%. On a $10,000 position that is $18 vs $77 annually, a gap of $59 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 0.46% for SSUS.

Holdings Overlap

11.2%overlap

QQQ and SSUS share 5 holdings out of 113 unique holdings combined, representing a 11.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in QQQWeight in SSUSDifference
NVDA8.44%2.04%6.40%
AAPL7.27%2.07%5.20%
MSFT5.76%2.56%3.20%
GOOGLProProPro
METAProProPro
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Frequently Asked Questions

Which is cheaper, QQQ or SSUS?

QQQ has an expense ratio of 0.18% while SSUS charges 0.77%. QQQ is the cheaper option. On a $10,000 investment, that is $59 per year of difference.

Which performed better, QQQ or SSUS?

Over the past year QQQ returned +27.27% vs +22.90% for SSUS, so QQQ leads on 1-year performance. Over the longest common window we track (7 years), QQQ annualized +13.03% vs +13.73% for SSUS. Past performance does not guarantee future results.

Which is riskier, QQQ or SSUS?

QQQ has been the more volatile fund at 30.6% annualized versus 14.9% for SSUS. Worst drawdown: QQQ -83.0% vs SSUS -23.8%.

Should I hold both QQQ and SSUS?

QQQ and SSUS 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 SSUS?

QQQ and SSUS share 5 common holdings with a 11.2% weight overlap. Combined, they hold 113 unique securities.

Which pays a higher dividend, QQQ or SSUS?

QQQ yields 0.44% while SSUS yields 0.46%, so SSUS currently pays the higher dividend yield.

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