QQQ vs TSMG

QQQ vs TSMG
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Quick Verdict

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

Lower Fees: QQQHigher Returns: TSMGMore Diversified: QQQ

Side-by-Side Comparison

MetricQQQTSMGWinner
Expense Ratio0.18%0.76%
AUM$496.3B$34M
Dividend Yield0.44%7.74%
Holdings1086
YTD Return+16.64%+42.04%
1Y Return+27.27%+161.78%
3Y Return (annualized)+25.96%-
5Y Return (annualized)+14.54%-
Volatility (annualized)30.6%77.7%
Max Drawdown-83.0%-63.7%
Fund FamilyInvesco (US)Leverage Shares
CategoryEquityAlternative
InceptionMar 10, 1999Jan 14, 2025

QQQ vs TSMG Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Leverage Shares 2X Long TSM Daily ETF (TSMG) is a ETF from Leverage Shares. Over the past year QQQ returned +27.27% while TSMG returned +161.78%. Year to date, QQQ is up 16.64% versus a gain of 42.04% for TSMG.

Risk: Volatility and Drawdowns

TSMG has been the more volatile fund, with annualized monthly volatility of 77.7% compared with 30.6% for QQQ. 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 -63.7% for TSMG. 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 TSMG charges 0.76%. On a $10,000 position that is $18 vs $76 annually, a gap of $58 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 7.74% for TSMG.

Holdings Overlap

0.0%overlap

QQQ and TSMG share 0 holdings out of 103 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, QQQ or TSMG?

QQQ has an expense ratio of 0.18% while TSMG charges 0.76%. QQQ is the cheaper option. On a $10,000 investment, that is $58 per year of difference.

Which performed better, QQQ or TSMG?

Over the past year QQQ returned +27.27% vs +161.78% for TSMG, so TSMG leads on 1-year performance. Over the longest common window we track (2 years), QQQ annualized +13.03% vs +89.35% for TSMG. Past performance does not guarantee future results.

Which is riskier, QQQ or TSMG?

TSMG has been the more volatile fund at 77.7% annualized versus 30.6% for QQQ. Worst drawdown: QQQ -83.0% vs TSMG -63.7%.

Should I hold both QQQ and TSMG?

QQQ and TSMG 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 TSMG?

QQQ and TSMG share 0 common holdings with a 0.0% weight overlap. Combined, they hold 103 unique securities.

Which pays a higher dividend, QQQ or TSMG?

QQQ yields 0.44% while TSMG yields 7.74%, so TSMG currently pays the higher dividend yield.

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