QQQ vs TBXU

QQQ vs TBXU
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Quick Verdict

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

Lower Fees: QQQHigher Returns: TBXUMore Diversified: QQQ

Side-by-Side Comparison

MetricQQQTBXUWinner
Expense Ratio0.18%0.98%
AUM$496.3B$3M
Dividend Yield0.44%1.82%
Holdings10810
YTD Return+15.47%+43.60%
1Y Return+24.44%+68.92%
3Y Return (annualized)+25.47%-
5Y Return (annualized)+14.22%-
Volatility (annualized)30.6%-
Max Drawdown-83.0%-26.5%
Fund FamilyInvesco (US)Direxion Shares ETF Trust
CategoryEquityAlternative
InceptionMar 10, 1999Oct 1, 2025

QQQ vs TBXU Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Direxion Daily Biotech Top 5 Bull 2X ETF (TBXU) is a ETF from Direxion Shares ETF Trust. Over the past year QQQ returned +24.44% while TBXU returned +68.92%. Year to date, QQQ is up 15.47% versus a gain of 43.60% for TBXU.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -83.0% for QQQ and -26.5% for TBXU. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

QQQ charges 0.18% per year while TBXU charges 0.98%. On a $10,000 position that is $18 vs $98 annually, a gap of $80 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 1.82% for TBXU.

Holdings Overlap

2.6%overlap

QQQ and TBXU share 4 holdings out of 105 unique holdings combined, representing a 2.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in QQQWeight in TBXUDifference
AMGN0.97%11.30%10.33%
VRTX0.54%11.46%10.92%
REGN0.35%11.57%11.22%
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Frequently Asked Questions

Which is cheaper, QQQ or TBXU?

QQQ has an expense ratio of 0.18% while TBXU charges 0.98%. QQQ is the cheaper option. On a $10,000 investment, that is $80 per year of difference.

Which performed better, QQQ or TBXU?

Over the past year QQQ returned +24.44% vs +68.92% for TBXU, so TBXU leads on 1-year performance. Past performance does not guarantee future results.

What is the holdings overlap between QQQ and TBXU?

QQQ and TBXU share 4 common holdings with a 2.6% weight overlap. Combined, they hold 105 unique securities.

Which pays a higher dividend, QQQ or TBXU?

QQQ yields 0.44% while TBXU yields 1.82%, so TBXU currently pays the higher dividend yield.

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