QQQ vs SVOL
Invesco QQQ Trust, Series 1 vs Simplify Volatility Premium ETF
Which is better, QQQ or SVOL?
Large Cap Growth against Large Cap Blend.
QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window.
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
| Metric | QQQ | SVOL |
|---|---|---|
| Expense Ratio | 0.18%Best | 0.66% |
| AUM | $498.6B | $512M |
| Dividend Yield | 0.42% | 21.08% |
| Holdings | 321 | 109 |
| YTD Return | +23.76%Best | +9.60% |
| 1Y Return | +25.02%Best | +12.38% |
| 3Y Return (annualized) | +28.26%Best | +8.45% |
| 5Y Return (annualized) | +16.87%Best | +8.23% |
| Volatility (annualized) | 20.4% | 13.4%Best |
| Max Drawdown | -35.1% | -33.5%Best |
| $10,000 over 5 years | $21,803Best | $14,850 |
| Fund Family | Invesco (US) | Simplify Exchange Traded Funds |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | Mar 10, 1999 | May 12, 2021 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: May 13, 2021 to Oct 5, 2026 (5.4 years).
QQQ vs SVOL 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 5.4 years both funds cover.
QQQ vs SVOL Performance
Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and Simplify Volatility Premium ETF (SVOL) is an ETF from Simplify Exchange Traded Funds. Over the past year QQQ returned +25.02% while SVOL returned +12.38%. Year to date, QQQ is up 23.76% versus a gain of 9.60% for SVOL.
Over three years, QQQ compounded at +28.26% per year against +8.45% for SVOL; over five years the annualized figures are +16.87% and +8.23% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 20.4% compared with 13.4% for SVOL. 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 -33.5% for SVOL. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.68. They move together some of the time, and apart the rest.
Fees and Cost Over Time
QQQ charges 0.18% per year while SVOL charges 0.66%. On a $10,000 position that is $18 vs $66 annually, a gap of $48 per year that compounds over a long holding period. On income, QQQ currently yields 0.42% against 21.08% for SVOL.
Holdings Overlap
We hold position weights for 102 holdings in QQQ and 10 in SVOL, totalling 99.9% and 48.8% 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 10 in SVOL, against full books of 321 and 109.
You are not choosing between two funds in isolation.
Whichever of QQQ and SVOL you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, QQQ or SVOL?
QQQ has an expense ratio of 0.18% while SVOL charges 0.66%. QQQ is the cheaper option, by $48 a year on a $10,000 investment.
Which performed better, QQQ or SVOL?
Over the past year QQQ returned +25.02% vs +12.38% for SVOL, so QQQ leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, QQQ or SVOL?
QQQ has been the more volatile fund at 20.4% annualized versus 13.4% for SVOL. Worst drawdown: QQQ -35.1% vs SVOL -33.5%.
Should I hold both QQQ and SVOL?
QQQ and SVOL have a monthly-return correlation of 0.68, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, QQQ or SVOL?
QQQ yields 0.42% while SVOL yields 21.08%, so SVOL currently pays the higher dividend yield.
Is SVOL better than QQQ?
QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.