QQQ vs TYO

QQQ vs TYO
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Quick Verdict

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

Lower Fees: QQQHigher Returns: QQQMore Diversified: QQQ

Side-by-Side Comparison

MetricQQQTYOWinner
Expense Ratio0.18%1.00%
AUM$496.3B$13M
Dividend Yield0.44%2.48%
Holdings1086
YTD Return+16.23%+11.78%
1Y Return+26.23%+11.29%
3Y Return (annualized)+25.75%+3.64%
5Y Return (annualized)+14.78%+15.26%
Volatility (annualized)30.6%19.3%
Max Drawdown-83.0%-90.4%
Fund FamilyInvesco (US)Direxion Shares ETF Trust
CategoryEquityAlternative
InceptionMar 10, 1999Apr 16, 2009

QQQ vs TYO Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Direxion Daily 7-10 Year Treasury Bear 3X ETF (TYO) is a ETF from Direxion Shares ETF Trust. Over the past year QQQ returned +26.23% while TYO returned +11.29%. Year to date, QQQ is up 16.23% versus a gain of 11.78% for TYO.

Over three years, QQQ compounded at +25.75% per year against +3.64% for TYO; over five years the annualized figures are +14.78% and +15.26% respectively. Across the full 17-year window we track, QQQ has the edge at +13.02% annualized vs -7.20%. 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 19.3% for TYO. 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 -90.4% for TYO. 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 -0.04. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

QQQ charges 0.18% per year while TYO charges 1.00%. On a $10,000 position that is $18 vs $100 annually, a gap of $82 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 2.48% for TYO.

Holdings Overlap

0.0%overlap

QQQ and TYO share 0 holdings out of 105 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 TYO?

QQQ has an expense ratio of 0.18% while TYO charges 1.00%. QQQ is the cheaper option. On a $10,000 investment, that is $82 per year of difference.

Which performed better, QQQ or TYO?

Over the past year QQQ returned +26.23% vs +11.29% for TYO, so QQQ leads on 1-year performance. Over the longest common window we track (17 years), QQQ annualized +13.02% vs -7.20% for TYO. Past performance does not guarantee future results.

Which is riskier, QQQ or TYO?

QQQ has been the more volatile fund at 30.6% annualized versus 19.3% for TYO. Worst drawdown: QQQ -83.0% vs TYO -90.4%.

Should I hold both QQQ and TYO?

QQQ and TYO have a monthly-return correlation of -0.04, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and TYO?

QQQ and TYO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 105 unique securities.

Which pays a higher dividend, QQQ or TYO?

QQQ yields 0.44% while TYO yields 2.48%, so TYO currently pays the higher dividend yield.

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