QQQ vs UNHG

QQQ vs UNHG
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Quick Verdict

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

Lower Fees: QQQHigher Returns: UNHGMore Diversified: QQQ

Side-by-Side Comparison

MetricQQQUNHGWinner
Expense Ratio0.18%0.77%
AUM$496.3B$71M
Dividend Yield0.44%8.51%
Holdings1086
YTD Return+16.30%+18.21%
1Y Return+24.83%+41.28%
3Y Return (annualized)+25.48%-
5Y Return (annualized)+14.50%-
Volatility (annualized)30.6%102.6%
Max Drawdown-83.0%-57.0%
Fund FamilyInvesco (US)Leverage Shares
CategoryEquityAlternative
InceptionMar 10, 1999Jul 22, 2025

QQQ vs UNHG Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Leverage Shares 2X Long UNH Daily ETF (UNHG) is a ETF from Leverage Shares. Over the past year QQQ returned +24.83% while UNHG returned +41.28%. Year to date, QQQ is up 16.30% versus a gain of 18.21% for UNHG.

Risk: Volatility and Drawdowns

UNHG has been the more volatile fund, with annualized monthly volatility of 102.6% 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 -57.0% for UNHG. 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 0.60. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

QQQ charges 0.18% per year while UNHG charges 0.77%. On a $10,000 position that is $18 vs $77 annually, a gap of $59 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 8.51% for UNHG.

Holdings Overlap

0.0%overlap

QQQ and UNHG share 0 holdings out of 103 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 UNHG?

QQQ has an expense ratio of 0.18% while UNHG charges 0.77%. QQQ is the cheaper option. On a $10,000 investment, that is $59 per year of difference.

Which performed better, QQQ or UNHG?

Over the past year QQQ returned +24.83% vs +41.28% for UNHG, so UNHG leads on 1-year performance. Over the longest common window we track (1 years), QQQ annualized +13.01% vs +43.94% for UNHG. Past performance does not guarantee future results.

Which is riskier, QQQ or UNHG?

UNHG has been the more volatile fund at 102.6% annualized versus 30.6% for QQQ. Worst drawdown: QQQ -83.0% vs UNHG -57.0%.

Should I hold both QQQ and UNHG?

QQQ and UNHG have a monthly-return correlation of 0.60, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and UNHG?

QQQ and UNHG share 0 common holdings with a 0.0% weight overlap. Combined, they hold 103 unique securities.

Which pays a higher dividend, QQQ or UNHG?

QQQ yields 0.44% while UNHG yields 8.51%, so UNHG currently pays the higher dividend yield.

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