QQQ vs UBOT
Invesco QQQ Trust, Series 1 vs Direxion Daily Robotics, Artificial Intelligence & Automation Index Bull 2X ETF
Quick Verdict
QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.
Side-by-Side Comparison
| Metric | QQQ | UBOT | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 1.32% | |
| AUM | $496.3B | $27M | |
| Dividend Yield | 0.44% | 1.14% | |
| Holdings | 108 | 8 | |
| YTD Return | +16.64% | -11.97% | |
| 1Y Return | +27.27% | +6.52% | |
| 3Y Return (annualized) | +25.96% | +10.67% | |
| 5Y Return (annualized) | +14.54% | -11.86% | |
| Volatility (annualized) | 30.6% | 60.1% | |
| Max Drawdown | -83.0% | -86.1% | |
| Fund Family | Invesco (US) | Direxion Shares ETF Trust | |
| Category | Equity | Alternative | |
| Inception | Mar 10, 1999 | Apr 19, 2018 |
QQQ vs UBOT Performance
Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Direxion Daily Robotics, Artificial Intelligence & Automation Index Bull 2X ETF (UBOT) is a ETF from Direxion Shares ETF Trust. Over the past year QQQ returned +27.27% while UBOT returned +6.52%. Year to date, QQQ is up 16.64% versus a loss of 11.97% for UBOT.
Over three years, QQQ compounded at +25.96% per year against +10.67% for UBOT; over five years the annualized figures are +14.54% and -11.86% respectively. Across the full 8-year window we track, QQQ has the edge at +13.03% annualized vs -8.17%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
UBOT has been the more volatile fund, with annualized monthly volatility of 60.1% 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 -86.1% for UBOT. 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 0.84. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
QQQ charges 0.18% per year while UBOT charges 1.32%. On a $10,000 position that is $18 vs $132 annually, a gap of $114 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 1.14% for UBOT.
Holdings Overlap
QQQ and UBOT 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 UBOT?
QQQ has an expense ratio of 0.18% while UBOT charges 1.32%. QQQ is the cheaper option. On a $10,000 investment, that is $114 per year of difference.
Which performed better, QQQ or UBOT?
Over the past year QQQ returned +27.27% vs +6.52% for UBOT, so QQQ leads on 1-year performance. Over the longest common window we track (8 years), QQQ annualized +13.03% vs -8.17% for UBOT. Past performance does not guarantee future results.
Which is riskier, QQQ or UBOT?
UBOT has been the more volatile fund at 60.1% annualized versus 30.6% for QQQ. Worst drawdown: QQQ -83.0% vs UBOT -86.1%.
Should I hold both QQQ and UBOT?
QQQ and UBOT have a monthly-return correlation of 0.84, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between QQQ and UBOT?
QQQ and UBOT share 0 common holdings with a 0.0% weight overlap. Combined, they hold 106 unique securities.
Which pays a higher dividend, QQQ or UBOT?
QQQ yields 0.44% while UBOT yields 1.14%, so UBOT currently pays the higher dividend yield.
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