QQQ vs WTIU
Invesco QQQ Trust, Series 1 vs MicroSectors Energy 3X Leveraged ETN
Which is better, QQQ or WTIU?
Large Cap Growth against Energy.
QQQ has a lower expense ratio. QQQ led over 3Y and the full window, WTIU over 1Y. QQQ is less concentrated, with 46.9% of the fund in its ten largest positions against 91.5%.
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 | WTIU |
|---|---|---|
| Expense Ratio | 0.18%Best | 0.95% |
| AUM | $437.3B | $30M |
| Dividend Yield | 0.43% | 0.00% |
| Holdings | 208 | 12 |
| YTD Return | +7.37% | +100.41%Best |
| 1Y Return | +7.77% | +109.20%Best |
| 3Y Return (annualized) | +21.44%Best | +7.22% |
| 5Y Return (annualized) | +11.19% | - |
| Volatility (annualized) | 17.9%Best | 69.7% |
| Max Drawdown | -22.8%Best | -75.7% |
| $10,000 over 3.7 years | $21,575Best | $8,846 |
| Top 10 Weight | 46.9%Best | 91.5% |
| Fund Family | Invesco (US) | UBS AG |
| Category | Equity | Commodity |
| Style | Large Cap Growth | Energy |
| Inception | Mar 10, 1999 | Jan 4, 2017 |
Volatility and max drawdown, and the $10,000 over 3.7 years row, are measured over the window both funds cover: Feb 15, 2023 to Nov 6, 2026 (3.7 years).
QQQ vs WTIU 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 3.7 years both funds cover.
QQQ vs WTIU Performance
Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and MicroSectors Energy 3X Leveraged ETN (WTIU) is an ETF from UBS AG. Over the past year QQQ returned +7.77% while WTIU returned +109.20%. Year to date, QQQ is up 7.37% versus a gain of 100.41% for WTIU.
Over three years, QQQ compounded at +21.44% per year against +7.22% for WTIU. Across the full 4-year window we track, QQQ has the edge at +23.10% annualized vs -3.26%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
WTIU has been the more volatile fund, with annualized monthly volatility of 69.7% compared with 17.9% 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 -75.7% for WTIU. 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 WTIU charges 0.95%. On a $10,000 position that is $18 vs $95 annually, a gap of $77 per year that compounds over a long holding period. On income, QQQ currently yields 0.43% against 0.00% for WTIU.
Holdings Overlap
0.2% of QQQ's money is in holdings WTIU also owns. 5.7% of WTIU's money is in holdings QQQ also owns.
WTIU and QQQ share little of their money.
1 positions in common, counted across the 101 positions we hold weights for in QQQ and 12 in WTIU, against full books of 208 and 12.
What only one of them owns
Measured across the 101 and 12 positions we hold weights for.
QQQ holds 93 positions WTIU does not, 97.0% of the fund.
Largest: NVDA 8.05%, AAPL 7.68%, MSFT 6.16%, MU 4.47%, AMZN 4.23%
Top Shared Holdings
| Stock | Weight in QQQ | Weight in WTIU | Difference |
|---|---|---|---|
| FANGDiamondback Energy Inc. | 0.23% | 5.65% | 5.42% |
You are not choosing between two funds in isolation.
Whichever of QQQ and WTIU 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 WTIU?
QQQ has an expense ratio of 0.18% while WTIU charges 0.95%. QQQ is the cheaper option, by $77 a year on a $10,000 investment.
Which performed better, QQQ or WTIU?
Over the past year QQQ returned +7.77% vs +109.20% for WTIU, so WTIU leads on 1-year performance. Over the longest common window we track (4 years), QQQ annualized +23.10% vs -3.26% for WTIU. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, QQQ or WTIU?
WTIU has been the more volatile fund at 69.7% annualized versus 17.9% for QQQ. Worst drawdown: QQQ -22.8% vs WTIU -75.7%.
Should I hold both QQQ and WTIU?
QQQ and WTIU 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.
What is the holdings overlap between QQQ and WTIU?
5.7% of WTIU's money is in holdings QQQ also owns. 5.7% of WTIU's is in holdings QQQ also owns. They hold 1 positions in common, counted across the 101 positions we hold weights for in QQQ and 12 in WTIU.
Which pays a higher dividend, QQQ or WTIU?
QQQ yields 0.43% while WTIU yields 0.00%, so QQQ currently pays the higher dividend yield.
Is WTIU better than QQQ?
QQQ has a lower expense ratio. QQQ led over 3Y and the full window, WTIU over 1Y. QQQ is less concentrated, with 46.9% of the fund in its ten largest positions against 91.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.