QQQ vs STRN

Quick Verdict

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

Lower Fees: QQQHigher Returns: STRNMore Diversified: QQQ

Side-by-Side Comparison

MetricQQQSTRNWinner
Expense Ratio0.18%0.59%
AUM$496.3B$28M
Dividend Yield0.44%0.16%
Holdings10826
YTD Return+19.52%+22.81%
1Y Return+26.68%+37.23%
3Y Return (annualized)+26.64%-
5Y Return (annualized)+15.36%-
Volatility (annualized)30.6%28.2%
Max Drawdown-83.0%-15.4%
Fund FamilyInvesco (US)SMART Wealth, LLC
CategoryEquityEquity
InceptionMar 10, 1999Aug 20, 2025

QQQ vs STRN Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and SMART Trend 25 ETF (STRN) is a ETF from SMART Wealth, LLC. Over the past year QQQ returned +26.68% while STRN returned +37.23%. Year to date, QQQ is up 19.52% versus a gain of 22.81% for STRN.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 28.2% for STRN. 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 -15.4% for STRN. 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 0.94. 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 STRN charges 0.59%. On a $10,000 position that is $18 vs $59 annually, a gap of $41 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 0.16% for STRN.

Holdings Overlap

20.1%overlap

QQQ and STRN share 14 holdings out of 113 unique holdings combined, representing a 20.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in QQQWeight in STRNDifference
NVDA8.44%1.90%6.54%
GOOGL3.36%5.02%1.66%
GOOG3.13%5.04%1.91%
MUProProPro
ROSTProProPro
AMDProProPro
DDOGProProPro
AVGOProProPro
LRCXProProPro
ALABProProPro
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Frequently Asked Questions

Which is cheaper, QQQ or STRN?

QQQ has an expense ratio of 0.18% while STRN charges 0.59%. QQQ is the cheaper option. On a $10,000 investment, that is $41 per year of difference.

Which performed better, QQQ or STRN?

Over the past year QQQ returned +26.68% vs +37.23% for STRN, so STRN leads on 1-year performance. Past performance does not guarantee future results.

Which is riskier, QQQ or STRN?

QQQ has been the more volatile fund at 30.6% annualized versus 28.2% for STRN. Worst drawdown: QQQ -83.0% vs STRN -15.4%.

Should I hold both QQQ and STRN?

QQQ and STRN have a monthly-return correlation of 0.94, 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 STRN?

QQQ and STRN share 14 common holdings with a 20.1% weight overlap. Combined, they hold 113 unique securities.

Which pays a higher dividend, QQQ or STRN?

QQQ yields 0.44% while STRN yields 0.16%, so QQQ currently pays the higher dividend yield.

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