QQQ vs WNTR

QQQ vs WNTR
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Quick Verdict

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

Lower Fees: QQQHigher Returns: QQQMore Diversified: QQQ

Side-by-Side Comparison

MetricQQQWNTRWinner
Expense Ratio0.18%1.00%
AUM$496.3B$82M
Dividend Yield0.44%106.61%
Holdings10821
YTD Return+16.64%-41.94%
1Y Return+27.27%-0.46%
3Y Return (annualized)+25.96%-
5Y Return (annualized)+14.54%-
Volatility (annualized)30.6%59.0%
Max Drawdown-83.0%-53.1%
Fund FamilyInvesco (US)YieldMax ETF
CategoryEquityAlternative
InceptionMar 10, 1999Mar 26, 2025

QQQ vs WNTR Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and YieldMax Short MSTR Option Income Strategy ETF (WNTR) is a ETF from YieldMax ETF. Over the past year QQQ returned +27.27% while WNTR returned -0.46%. Year to date, QQQ is up 16.64% versus a loss of 41.94% for WNTR.

Risk: Volatility and Drawdowns

WNTR has been the more volatile fund, with annualized monthly volatility of 59.0% 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 -53.1% for WNTR. 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 -0.36. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

QQQ charges 0.18% per year while WNTR charges 1.00%. On a $10,000 position that is $18 vs $100 annually, a gap of $82 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 106.61% for WNTR.

Holdings Overlap

0.0%overlap

QQQ and WNTR share 0 holdings out of 105 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 WNTR?

QQQ has an expense ratio of 0.18% while WNTR charges 1.00%. QQQ is the cheaper option. On a $10,000 investment, that is $82 per year of difference.

Which performed better, QQQ or WNTR?

Over the past year QQQ returned +27.27% vs -0.46% for WNTR, so QQQ leads on 1-year performance. Over the longest common window we track (1 years), QQQ annualized +13.03% vs -8.78% for WNTR. Past performance does not guarantee future results.

Which is riskier, QQQ or WNTR?

WNTR has been the more volatile fund at 59.0% annualized versus 30.6% for QQQ. Worst drawdown: QQQ -83.0% vs WNTR -53.1%.

Should I hold both QQQ and WNTR?

QQQ and WNTR have a monthly-return correlation of -0.36, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and WNTR?

QQQ and WNTR share 0 common holdings with a 0.0% weight overlap. Combined, they hold 105 unique securities.

Which pays a higher dividend, QQQ or WNTR?

QQQ yields 0.44% while WNTR yields 106.61%, so WNTR currently pays the higher dividend yield.

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