QQQ vs UBEW

QQQ vs UBEW

Which is better, QQQ or UBEW?

Large Cap Growth against Large Cap Blend.

QQQ has a lower expense ratio. QQQ led over 1Y and the full window.

Lower Fees: QQQHigher Returns: QQQ

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

MetricQQQUBEW
Expense Ratio0.18%Best0.99%
AUM$437.3B$4M
Dividend Yield0.43%61.69%
Holdings20811
YTD Return+7.37%Best-38.32%
1Y Return+7.77%Best-46.64%
3Y Return (annualized)+21.44%-
5Y Return (annualized)+11.19%-
Volatility (annualized)23.0%21.1%Best
Max Drawdown-14.8%Best-54.1%
$10,000 over 1 years$10,766Best$5,299
Fund FamilyInvesco (US)Roundhill Investments
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionMar 10, 1999Oct 23, 2025

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1 years row, are measured over the window both funds cover: Oct 23, 2025 to Nov 6, 2026 (1 years).

QQQ vs UBEW 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 1 years both funds cover.

QQQ vs UBEW Performance

Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and Roundhill UBER WeeklyPay ETF (UBEW) is an ETF from Roundhill Investments. Over the past year QQQ returned +7.77% while UBEW returned -46.64%. Year to date, QQQ is up 7.37% versus a loss of 38.32% for UBEW.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 23.0% compared with 21.1% for UBEW. 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 -14.8% for QQQ and -54.1% for UBEW. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.14. They move largely independently of each other.

Fees and Cost Over Time

QQQ charges 0.18% per year while UBEW 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 0.43% against 61.69% for UBEW.

Holdings Overlap

We hold position weights for 101 holdings in QQQ and 2 in UBEW, totalling 99.7% and 26.1% 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 101 positions we hold weights for in QQQ and 2 in UBEW, against full books of 208 and 11.

You are not choosing between two funds in isolation.

Whichever of QQQ and UBEW you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

QQQUBEW

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QQQ or UBEW?

QQQ has an expense ratio of 0.18% while UBEW charges 0.99%. QQQ is the cheaper option, by $81 a year on a $10,000 investment.

Which performed better, QQQ or UBEW?

Over the past year QQQ returned +7.77% vs -46.64% for UBEW, so QQQ leads on 1-year performance. Over the longest common window we track (1 years), QQQ annualized +7.66% vs -47.01% for UBEW. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QQQ or UBEW?

QQQ has been the more volatile fund at 23.0% annualized versus 21.1% for UBEW. Worst drawdown: QQQ -14.8% vs UBEW -54.1%.

Should I hold both QQQ and UBEW?

QQQ and UBEW have a monthly-return correlation of 0.14, 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 UBEW?

QQQ yields 0.43% while UBEW yields 61.69%, so UBEW currently pays the higher dividend yield.

Is UBEW better than QQQ?

QQQ has a lower expense ratio. QQQ led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.