QQQ vs SURE
Invesco QQQ Trust, Series 1 vs AdvisorShares Insider Advantage ETF
Quick Verdict
QQQ has a lower expense ratio. SURE delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.
Side-by-Side Comparison
| Metric | QQQ | SURE | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.90% | |
| AUM | $496.3B | $58M | |
| Dividend Yield | 0.44% | 0.87% | |
| Holdings | 108 | 102 | |
| YTD Return | +17.07% | +18.99% | |
| 1Y Return | +26.39% | +27.90% | |
| 3Y Return (annualized) | +26.08% | +17.63% | |
| 5Y Return (annualized) | +15.18% | +11.25% | |
| Volatility (annualized) | 30.6% | 15.5% | |
| Max Drawdown | -83.0% | -35.7% | |
| Fund Family | Invesco (US) | Advisor Shares | |
| Category | Equity | Equity | |
| Inception | Mar 10, 1999 | Oct 4, 2011 |
QQQ vs SURE Performance
Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and AdvisorShares Insider Advantage ETF (SURE) is a ETF from Advisor Shares. Over the past year QQQ returned +26.39% while SURE returned +27.90%. Year to date, QQQ is up 17.07% versus a gain of 18.99% for SURE.
Over three years, QQQ compounded at +26.08% per year against +17.63% for SURE; over five years the annualized figures are +15.18% and +11.25% respectively. Across the full 15-year window we track, SURE has the edge at +13.46% annualized vs +13.05%. 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 15.5% for SURE. 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 -35.7% for SURE. 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 0.71. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
QQQ charges 0.18% per year while SURE charges 0.90%. On a $10,000 position that is $18 vs $90 annually, a gap of $72 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 0.87% for SURE.
Holdings Overlap
QQQ and SURE share 17 holdings out of 186 unique holdings combined, representing a 12.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, QQQ or SURE?
QQQ has an expense ratio of 0.18% while SURE charges 0.90%. QQQ is the cheaper option. On a $10,000 investment, that is $72 per year of difference.
Which performed better, QQQ or SURE?
Over the past year QQQ returned +26.39% vs +27.90% for SURE, so SURE leads on 1-year performance. Over the longest common window we track (15 years), QQQ annualized +13.05% vs +13.46% for SURE. Past performance does not guarantee future results.
Which is riskier, QQQ or SURE?
QQQ has been the more volatile fund at 30.6% annualized versus 15.5% for SURE. Worst drawdown: QQQ -83.0% vs SURE -35.7%.
Should I hold both QQQ and SURE?
QQQ and SURE have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between QQQ and SURE?
QQQ and SURE share 17 common holdings with a 12.5% weight overlap. Combined, they hold 186 unique securities.
Which pays a higher dividend, QQQ or SURE?
QQQ yields 0.44% while SURE yields 0.87%, so SURE currently pays the higher dividend yield.
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