QQQ vs WEBL

QQQ vs WEBL

Which is better, QQQ or WEBL?

Large Cap Growth against Trading-Leveraged Equity.

QQQ has a lower expense ratio. QQQ led over 1Y, 5Y and the full window, WEBL over 3Y. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 74.8%.

Lower Fees: QQQHigher Returns: splitLess Concentrated: 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

MetricQQQWEBL
Expense Ratio0.18%Best0.96%
AUM$483.5B$95M
Dividend Yield0.44%0.15%
Holdings10747
YTD Return+17.21%Best+12.15%
1Y Return+22.10%Best-13.33%
3Y Return (annualized)+25.27%+36.58%Best
5Y Return (annualized)+14.60%Best-19.51%
Volatility (annualized)20.8%Best72.6%
Max Drawdown-35.1%Best-94.4%
$10,000 over 5 years$19,766Best$3,378
Top 10 Weight46.5%Best74.8%
Fund FamilyInvesco (US)Direxion Shares ETF Trust
CategoryEquityAlternative
StyleLarge Cap GrowthTrading-Leveraged Equity
InceptionMar 10, 1999Nov 7, 2019

Volatility and max drawdown are measured over the window both funds cover: Nov 7, 2019 to Sep 17, 2026 (6.9 years).

QQQ vs WEBL 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 6.9 years both funds cover.

QQQ vs WEBL Performance

Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and Direxion Daily Dow Jones Internet Bull 3X ETF (WEBL) is an ETF from Direxion Shares ETF Trust. Over the past year QQQ returned +22.10% while WEBL returned -13.33%. Year to date, QQQ is up 17.21% versus a gain of 12.15% for WEBL.

Over three years, QQQ compounded at +25.27% per year against +36.58% for WEBL; over five years the annualized figures are +14.60% and -19.51% respectively. Across the full 7-year window we track, QQQ has the edge at +20.98% annualized vs +3.38%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

WEBL has been the more volatile fund, with annualized monthly volatility of 72.6% compared with 20.8% 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 -35.1% for QQQ and -94.4% for WEBL. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.88. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

QQQ charges 0.18% per year while WEBL charges 0.96%. On a $10,000 position that is $18 vs $96 annually, a gap of $78 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 0.15% for WEBL.

Holdings Overlap

QQQ already in WEBL19.8%
WEBL already in QQQ36.3%

19.8% of QQQ's money is in holdings WEBL also owns. 36.3% of WEBL's money is in holdings QQQ also owns.

The two portfolios partly overlap.

14 positions in common, counted across the 102 positions we hold weights for in QQQ and 43 in WEBL, against full books of 107 and 47.

What only one of them owns

Measured across the 102 and 43 positions we hold weights for.

QQQ holds 82 positions WEBL does not, 77.7% of the fund.

Largest: NVDA 8.44%, AAPL 7.27%, MSFT 5.76%, MU 4.43%, AMD 3.45%

Top Shared Holdings

StockWeight in QQQWeight in WEBLDifference
AMZNAmazon.Com Inc4.67%6.11%1.44%
METAMeta Platforms Inc2.78%5.78%3.00%
CSCOCisco Systems Inc. - Ordinary Shares2.10%4.57%2.47%
GOOGLAlphabet Inc,class A3.36%2.98%0.38%
GOOGAlphabet Inc3.13%2.38%0.75%
NFLXNetflix, Inc.1.37%2.53%1.16%
BKNGBooking Holdings, Inc.0.70%3.13%2.43%
DASHDoordash Inc - A0.37%2.01%1.64%
DDOGDatadog Inc0.41%1.74%1.33%
ABNBAirbnb Inc0.28%1.79%1.51%

36.3% of WEBL is already inside QQQ.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

QQQWEBL

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Frequently Asked Questions

Which is cheaper, QQQ or WEBL?

QQQ has an expense ratio of 0.18% while WEBL charges 0.96%. QQQ is the cheaper option, by $78 a year on a $10,000 investment.

Which performed better, QQQ or WEBL?

Over the past year QQQ returned +22.10% vs -13.33% for WEBL, so QQQ leads on 1-year performance. Over the longest common window we track (7 years), QQQ annualized +20.98% vs +3.38% for WEBL. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QQQ or WEBL?

WEBL has been the more volatile fund at 72.6% annualized versus 20.8% for QQQ. Worst drawdown: QQQ -35.1% vs WEBL -94.4%.

Should I hold both QQQ and WEBL?

QQQ and WEBL have a monthly-return correlation of 0.88, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between QQQ and WEBL?

36.3% of WEBL's money is in holdings QQQ also owns. 36.3% of WEBL's is in holdings QQQ also owns. They hold 14 positions in common, counted across the 102 positions we hold weights for in QQQ and 43 in WEBL.

Which pays a higher dividend, QQQ or WEBL?

QQQ yields 0.44% while WEBL yields 0.15%, so QQQ currently pays the higher dividend yield.

Is WEBL better than QQQ?

QQQ has a lower expense ratio. QQQ led over 1Y, 5Y and the full window, WEBL over 3Y. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 74.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.