QQQ vs WZRD
Invesco QQQ Trust, Series 1 vs Opportunistic Trader ETF
Quick Verdict
QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.
Side-by-Side Comparison
| Metric | QQQ | WZRD | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 1.07% | |
| AUM | $496.3B | $16M | |
| Dividend Yield | 0.44% | - | |
| Holdings | 108 | 20 | |
| YTD Return | +16.64% | -96.09% | |
| 1Y Return | +27.27% | -96.58% | |
| 3Y Return (annualized) | +25.96% | - | |
| 5Y Return (annualized) | +14.54% | - | |
| Volatility (annualized) | 30.6% | 86.5% | |
| Max Drawdown | -83.0% | -98.2% | |
| Fund Family | Invesco (US) | Opportunistic Trader | |
| Category | Equity | Equity | |
| Inception | Mar 10, 1999 | Mar 19, 2024 |
QQQ vs WZRD Performance
Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Opportunistic Trader ETF (WZRD) is a ETF from Opportunistic Trader. Over the past year QQQ returned +27.27% while WZRD returned -96.58%. Year to date, QQQ is up 16.64% versus a loss of 96.09% for WZRD.
Risk: Volatility and Drawdowns
WZRD has been the more volatile fund, with annualized monthly volatility of 86.5% 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 -98.2% for WZRD. 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 -0.01. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
QQQ charges 0.18% per year while WZRD charges 1.07%. On a $10,000 position that is $18 vs $107 annually, a gap of $89 per year that compounds over a long holding period.
Frequently Asked Questions
Which is cheaper, QQQ or WZRD?
QQQ has an expense ratio of 0.18% while WZRD charges 1.07%. QQQ is the cheaper option. On a $10,000 investment, that is $89 per year of difference.
Which performed better, QQQ or WZRD?
Over the past year QQQ returned +27.27% vs -96.58% for WZRD, so QQQ leads on 1-year performance. Over the longest common window we track (1 years), QQQ annualized +13.03% vs -94.37% for WZRD. Past performance does not guarantee future results.
Which is riskier, QQQ or WZRD?
WZRD has been the more volatile fund at 86.5% annualized versus 30.6% for QQQ. Worst drawdown: QQQ -83.0% vs WZRD -98.2%.
Should I hold both QQQ and WZRD?
QQQ and WZRD have a monthly-return correlation of -0.01, so combining them can provide real diversification depending on your allocation goals.
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