QQQ vs SSUS

QQQ vs SSUS

Which is better, QQQ or SSUS?

Large Cap Growth against Large Cap Blend.

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.91. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 88.1%.

Lower Fees: QQQHigher Returns: QQQLess Concentrated: 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

MetricQQQSSUS
Expense Ratio0.18%Best0.77%
AUM$483.5B$584M
Dividend Yield0.44%0.46%
Holdings10716
YTD Return+16.87%Best+14.77%
1Y Return+22.98%Best+18.60%
3Y Return (annualized)+24.98%Best+17.44%
5Y Return (annualized)+14.39%Best+10.82%
Volatility (annualized)21.1%14.8%Best
Max Drawdown-35.1%-23.8%Best
$10,000 over 5 years$19,586Best$16,714
Top 10 Weight46.5%Best88.1%
Fund FamilyInvesco (US)Day Hagan Funds
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionMar 10, 1999Jan 16, 2020

Volatility and max drawdown are measured over the window both funds cover: Jan 17, 2020 to Sep 11, 2026 (6.7 years).

QQQ vs SSUS 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 covers the 6.7 years both funds cover.

QQQ vs SSUS Performance

Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and Day Hagan Smart Sector ETF (SSUS) is an ETF from Day Hagan Funds. Over the past year QQQ returned +22.98% while SSUS returned +18.60%. Year to date, QQQ is up 16.87% versus a gain of 14.77% for SSUS.

Over three years, QQQ compounded at +24.98% per year against +17.44% for SSUS; over five years the annualized figures are +14.39% and +10.82% respectively. Across the full 7-year window we track, QQQ has the edge at +19.70% annualized vs +13.56%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 21.1% compared with 14.8% 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 -35.1% for QQQ and -23.8% for SSUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.

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

QQQ already in SSUS27.6%
SSUS already in QQQ11.2%

27.6% of QQQ's money is in holdings SSUS also owns. 11.2% of SSUS's money is in holdings QQQ also owns.

QQQ and SSUS share little of their money.

5 positions in common, counted across the 102 positions we hold weights for in QQQ and 16 in SSUS, against full books of 107 and 16.

What only one of them owns

Measured across the 102 and 16 positions we hold weights for.

QQQ holds 90 positions SSUS does not, 69.4% of the fund.

Largest: AMZN 4.67%, MU 4.43%, AMD 3.45%, AVGO 3.16%, GOOG 3.13%

Top Shared Holdings

StockWeight in QQQWeight in SSUSDifference
NVDANvidia Corp.8.44%2.04%6.40%
AAPLApple, Inc7.27%2.07%5.20%
MSFTMicrosoft Corp 4.100 Feb 06 375.76%2.56%3.20%
GOOGLAlphabet A Usd 0.0013.36%2.73%0.63%
METAMeta Platforms, Inc.2.78%1.75%1.03%

27.6% of QQQ is already inside SSUS.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

QQQSSUS

Free for up to 10 holdings. No account needed.

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, by $59 a year on a $10,000 investment.

Which performed better, QQQ or SSUS?

Over the past year QQQ returned +22.98% vs +18.60% for SSUS, so QQQ leads on 1-year performance. Over the longest common window we track (7 years), QQQ annualized +19.70% vs +13.56% for SSUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QQQ or SSUS?

QQQ has been the more volatile fund at 21.1% annualized versus 14.8% for SSUS. Worst drawdown: QQQ -35.1% 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. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between QQQ and SSUS?

27.6% of QQQ's money is in holdings SSUS also owns. 11.2% of SSUS's is in holdings QQQ also owns. They hold 5 positions in common, counted across the 102 positions we hold weights for in QQQ and 16 in SSUS.

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.

Is SSUS better than QQQ?

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.91. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 88.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.