QQQ vs USOY
Invesco QQQ Trust, Series 1 vs Defiance Oil Enhanced Options Income ETF
Which is better, QQQ or USOY?
Large Cap Growth against Option Writing.
QQQ has a lower expense ratio. USOY led over 1Y and the full window.
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
| Metric | QQQ | USOY |
|---|---|---|
| Expense Ratio | 0.18%Best | 1.12% |
| AUM | $483.5B | $70M |
| Dividend Yield | 0.44% | 56.74% |
| Holdings | 107 | 36 |
| YTD Return | +17.95% | +67.61%Best |
| 1Y Return | +21.77% | +58.26%Best |
| 3Y Return (annualized) | +25.63% | - |
| 5Y Return (annualized) | +15.24% | - |
| Volatility (annualized) | 17.6%Best | 31.5% |
| Max Drawdown | -22.8%Best | -25.5% |
| $10,000 over 2.4 years | $16,667 | $17,617Best |
| Fund Family | Invesco (US) | Defiance ETFs, LLC |
| Category | Equity | Alternative |
| Style | Large Cap Growth | Option Writing |
| Inception | Mar 10, 1999 | May 9, 2024 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.4 years row, are measured over the window both funds cover: May 10, 2024 to Sep 18, 2026 (2.4 years).
QQQ vs USOY 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 2.4 years both funds cover.
QQQ vs USOY Performance
Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and Defiance Oil Enhanced Options Income ETF (USOY) is an ETF from Defiance ETFs, LLC. Over the past year QQQ returned +21.77% while USOY returned +58.26%. Year to date, QQQ is up 17.95% versus a gain of 67.61% for USOY.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
USOY has been the more volatile fund, with annualized monthly volatility of 31.5% compared with 17.6% 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 -22.8% for QQQ and -25.5% for USOY. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at -0.27. They move largely independently of each other.
Fees and Cost Over Time
QQQ charges 0.18% per year while USOY charges 1.12%. On a $10,000 position that is $18 vs $112 annually, a gap of $94 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 56.74% for USOY.
Holdings Overlap
We hold position weights for 102 holdings in QQQ and 2 in USOY, totalling 99.9% and 20.8% 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 2 in USOY, against full books of 107 and 36.
You are not choosing between two funds in isolation.
Whichever of QQQ and USOY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, QQQ or USOY?
QQQ has an expense ratio of 0.18% while USOY charges 1.12%. QQQ is the cheaper option, by $94 a year on a $10,000 investment.
Which performed better, QQQ or USOY?
Over the past year QQQ returned +21.77% vs +58.26% for USOY, so USOY leads on 1-year performance. Over the longest common window we track (2 years), QQQ annualized +23.72% vs +26.61% for USOY. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, QQQ or USOY?
USOY has been the more volatile fund at 31.5% annualized versus 17.6% for QQQ. Worst drawdown: QQQ -22.8% vs USOY -25.5%.
Should I hold both QQQ and USOY?
QQQ and USOY have a monthly-return correlation of -0.27, 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 USOY?
QQQ yields 0.44% while USOY yields 56.74%, so USOY currently pays the higher dividend yield.
Is USOY better than QQQ?
QQQ has a lower expense ratio. USOY 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.