QQQ vs TSMX

QQQ vs TSMX
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Quick Verdict

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

Lower Fees: QQQHigher Returns: TSMXMore Diversified: QQQ

Side-by-Side Comparison

MetricQQQTSMXWinner
Expense Ratio0.18%0.99%
AUM$496.3B$668M
Dividend Yield0.44%5.70%
Holdings1089
YTD Return+16.23%+41.57%
1Y Return+26.23%+156.69%
3Y Return (annualized)+25.75%-
5Y Return (annualized)+14.78%-
Volatility (annualized)30.6%72.7%
Max Drawdown-83.0%-63.8%
Fund FamilyInvesco (US)Direxion Shares ETF Trust
CategoryEquityAlternative
InceptionMar 10, 1999Oct 3, 2024

QQQ vs TSMX Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Direxion Daily TSM Bull 2X ETF (TSMX) is a ETF from Direxion Shares ETF Trust. Over the past year QQQ returned +26.23% while TSMX returned +156.69%. Year to date, QQQ is up 16.23% versus a gain of 41.57% for TSMX.

Risk: Volatility and Drawdowns

TSMX has been the more volatile fund, with annualized monthly volatility of 72.7% 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 -63.8% for TSMX. 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 0.67. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

QQQ charges 0.18% per year while TSMX charges 0.99%. On a $10,000 position that is $18 vs $99 annually, a gap of $81 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 5.70% for TSMX.

Holdings Overlap

0.0%overlap

QQQ and TSMX share 0 holdings out of 106 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 TSMX?

QQQ has an expense ratio of 0.18% while TSMX charges 0.99%. QQQ is the cheaper option. On a $10,000 investment, that is $81 per year of difference.

Which performed better, QQQ or TSMX?

Over the past year QQQ returned +26.23% vs +156.69% for TSMX, so TSMX leads on 1-year performance. Over the longest common window we track (2 years), QQQ annualized +13.02% vs +87.21% for TSMX. Past performance does not guarantee future results.

Which is riskier, QQQ or TSMX?

TSMX has been the more volatile fund at 72.7% annualized versus 30.6% for QQQ. Worst drawdown: QQQ -83.0% vs TSMX -63.8%.

Should I hold both QQQ and TSMX?

QQQ and TSMX have a monthly-return correlation of 0.67, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and TSMX?

QQQ and TSMX share 0 common holdings with a 0.0% weight overlap. Combined, they hold 106 unique securities.

Which pays a higher dividend, QQQ or TSMX?

QQQ yields 0.44% while TSMX yields 5.70%, so TSMX currently pays the higher dividend yield.

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