QQQ vs UJB

QQQ vs UJB

Which is better, QQQ or UJB?

Large Cap Growth against Trading-Inverse Equity.

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y 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

MetricQQQUJB
Expense Ratio0.18%Best0.95%
AUM$483.5B$11M
Dividend Yield0.44%3.17%
Holdings1076
YTD Return+17.95%Best-0.40%
1Y Return+21.77%Best+0.72%
3Y Return (annualized)+25.63%Best+10.30%
5Y Return (annualized)+15.24%Best+2.05%
Volatility (annualized)17.5%15.3%Best
Max Drawdown-35.1%Best-40.5%
$10,000 over 5 years$20,324Best$11,068
Fund FamilyInvesco (US)ProShares
CategoryEquityAlternative
StyleLarge Cap GrowthTrading-Inverse Equity
InceptionMar 10, 1999Apr 13, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Apr 14, 2011 to Sep 18, 2026 (15.4 years).

QQQ vs UJB 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

QQQ vs UJB Performance

Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and ProShares Ultra High Yield ETF (UJB) is an ETF from ProShares. Over the past year QQQ returned +21.77% while UJB returned +0.72%. Year to date, QQQ is up 17.95% versus a loss of 0.40% for UJB.

Over three years, QQQ compounded at +25.63% per year against +10.30% for UJB; over five years the annualized figures are +15.24% and +2.05% respectively. Across the full 15-year window we track, QQQ has the edge at +18.16% annualized vs +5.19%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 17.5% compared with 15.3% for UJB. 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 -35.1% for QQQ and -40.5% for UJB. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.62. They move together some of the time, and apart the rest.

Fees and Cost Over Time

QQQ charges 0.18% per year while UJB 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 3.17% for UJB.

Holdings Overlap

We hold position weights for 102 holdings in QQQ and 1 in UJB, totalling 99.9% and 18.1% 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 102 positions we hold weights for in QQQ and 1 in UJB, against full books of 107 and 6.

You are not choosing between two funds in isolation.

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

QQQUJB

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QQQ or UJB?

QQQ has an expense ratio of 0.18% while UJB charges 0.95%. QQQ is the cheaper option, by $77 a year on a $10,000 investment.

Which performed better, QQQ or UJB?

Over the past year QQQ returned +21.77% vs +0.72% for UJB, so QQQ leads on 1-year performance. Over the longest common window we track (15 years), QQQ annualized +18.16% vs +5.19% for UJB. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QQQ or UJB?

QQQ has been the more volatile fund at 17.5% annualized versus 15.3% for UJB. Worst drawdown: QQQ -35.1% vs UJB -40.5%.

Should I hold both QQQ and UJB?

QQQ and UJB have a monthly-return correlation of 0.62, 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 UJB?

QQQ yields 0.44% while UJB yields 3.17%, so UJB currently pays the higher dividend yield.

Is UJB better than QQQ?

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.