QQQ vs UX

QQQ vs UX

Which is better, QQQ or UX?

Large Cap Growth against Commodities.

QQQ has a lower expense ratio. QQQ led over 1Y 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

MetricQQQUX
Expense Ratio0.18%Best0.77%
AUM$483.5B$5M
Dividend Yield0.44%0.87%
Holdings1076
YTD Return+17.95%Best-6.28%
1Y Return+21.77%Best-2.05%
3Y Return (annualized)+25.63%-
5Y Return (annualized)+15.24%-
Volatility (annualized)20.1%Best31.6%
Max Drawdown-22.8%Best-26.1%
$10,000 over 1.6 years$13,858Best$10,870
Fund FamilyInvesco (US)Roundhill Investments
CategoryEquityCommodity
StyleLarge Cap GrowthCommodities
InceptionMar 10, 1999Jan 29, 2025

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.6 years row, are measured over the window both funds cover: Jan 29, 2025 to Sep 18, 2026 (1.6 years).

QQQ vs UX 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 1.6 years both funds cover.

QQQ vs UX Performance

Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and Roundhill Uranium ETF (UX) is an ETF from Roundhill Investments. Over the past year QQQ returned +21.77% while UX returned -2.05%. Year to date, QQQ is up 17.95% versus a loss of 6.28% for UX.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

UX has been the more volatile fund, with annualized monthly volatility of 31.6% compared with 20.1% 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 -26.1% for UX. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.29. They move largely independently of each other.

Fees and Cost Over Time

QQQ charges 0.18% per year while UX 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 0.87% for UX.

Holdings Overlap

We hold position weights for 102 holdings in QQQ and 2 in UX, totalling 99.9% and 3.2% 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 UX, against full books of 107 and 6.

You are not choosing between two funds in isolation.

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

QQQUX

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QQQ or UX?

QQQ has an expense ratio of 0.18% while UX charges 0.77%. QQQ is the cheaper option, by $59 a year on a $10,000 investment.

Which performed better, QQQ or UX?

Over the past year QQQ returned +21.77% vs -2.05% for UX, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), QQQ annualized +22.62% vs +5.35% for UX. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QQQ or UX?

UX has been the more volatile fund at 31.6% annualized versus 20.1% for QQQ. Worst drawdown: QQQ -22.8% vs UX -26.1%.

Should I hold both QQQ and UX?

QQQ and UX have a monthly-return correlation of 0.29, 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 UX?

QQQ yields 0.44% while UX yields 0.87%, so UX currently pays the higher dividend yield.

Is UX better than QQQ?

QQQ has a lower expense ratio. QQQ 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.