QQQ vs UBR
Invesco QQQ Trust, Series 1 vs ProShares Ultra MSCI Brazil Capped
Quick Verdict
QQQ has a lower expense ratio. UBR delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.
Side-by-Side Comparison
| Metric | QQQ | UBR | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.95% | |
| AUM | $496.3B | $3M | |
| Dividend Yield | 0.44% | 1.56% | |
| Holdings | 108 | 6 | |
| YTD Return | +16.64% | +11.27% | |
| 1Y Return | +27.27% | +54.60% | |
| 3Y Return (annualized) | +25.96% | +6.91% | |
| 5Y Return (annualized) | +14.54% | +1.44% | |
| Volatility (annualized) | 30.6% | 62.3% | |
| Max Drawdown | -83.0% | -97.2% | |
| Fund Family | Invesco (US) | ProShares | |
| Category | Equity | Alternative | |
| Inception | Mar 10, 1999 | Apr 27, 2010 |
QQQ vs UBR Performance
Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and ProShares Ultra MSCI Brazil Capped (UBR) is a ETF from ProShares. Over the past year QQQ returned +27.27% while UBR returned +54.60%. Year to date, QQQ is up 16.64% versus a gain of 11.27% for UBR.
Over three years, QQQ compounded at +25.96% per year against +6.91% for UBR; over five years the annualized figures are +14.54% and +1.44% respectively. Across the full 16-year window we track, QQQ has the edge at +13.03% annualized vs -14.11%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
UBR has been the more volatile fund, with annualized monthly volatility of 62.3% 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 -97.2% for UBR. 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 0.36. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
QQQ charges 0.18% per year while UBR charges 0.95%. On a $10,000 position that is $18 vs $95 annually, a gap of $77 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 1.56% for UBR.
Frequently Asked Questions
Which is cheaper, QQQ or UBR?
QQQ has an expense ratio of 0.18% while UBR charges 0.95%. QQQ is the cheaper option. On a $10,000 investment, that is $77 per year of difference.
Which performed better, QQQ or UBR?
Over the past year QQQ returned +27.27% vs +54.60% for UBR, so UBR leads on 1-year performance. Over the longest common window we track (16 years), QQQ annualized +13.03% vs -14.11% for UBR. Past performance does not guarantee future results.
Which is riskier, QQQ or UBR?
UBR has been the more volatile fund at 62.3% annualized versus 30.6% for QQQ. Worst drawdown: QQQ -83.0% vs UBR -97.2%.
Should I hold both QQQ and UBR?
QQQ and UBR have a monthly-return correlation of 0.36, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, QQQ or UBR?
QQQ yields 0.44% while UBR yields 1.56%, so UBR currently pays the higher dividend yield.
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