QQQ vs XAPR

QQQ vs XAPR

Which is better, QQQ or XAPR?

Large Cap Growth against Option Writing.

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

MetricQQQXAPR
Expense Ratio0.18%Best0.85%
AUM$483.5B$30M
Dividend Yield0.44%0.00%
Holdings10712
YTD Return+16.87%Best+5.51%
1Y Return+22.98%Best+7.65%
3Y Return (annualized)+24.98%-
5Y Return (annualized)+14.39%-
Volatility (annualized)17.5%2.5%Best
Max Drawdown-22.8%-6.2%Best
$10,000 over 2.4 years$17,324Best$12,880
Fund FamilyInvesco (US)First Trust Portfolios (US)
CategoryEquityAlternative
StyleLarge Cap GrowthOption Writing
InceptionMar 10, 1999Apr 19, 2024

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.4 years row, are measured over the window both funds cover: Apr 22, 2024 to Sep 11, 2026 (2.4 years).

QQQ vs XAPR 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 2.4 years both funds cover.

QQQ vs XAPR Performance

Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and FT Vest US Equity Enhance & Moderate Buffer ETF - April (XAPR) is an ETF from First Trust Portfolios (US). Over the past year QQQ returned +22.98% while XAPR returned +7.65%. Year to date, QQQ is up 16.87% versus a gain of 5.51% for XAPR.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 17.5% compared with 2.5% for XAPR. 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 -6.2% for XAPR. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.49. They move together some of the time, and apart the rest.

Fees and Cost Over Time

QQQ charges 0.18% per year while XAPR charges 0.85%. On a $10,000 position that is $18 vs $85 annually, a gap of $67 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 0.00% for XAPR.

You are not choosing between two funds in isolation.

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

QQQXAPR

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Frequently Asked Questions

Which is cheaper, QQQ or XAPR?

QQQ has an expense ratio of 0.18% while XAPR charges 0.85%. QQQ is the cheaper option, by $67 a year on a $10,000 investment.

Which performed better, QQQ or XAPR?

Over the past year QQQ returned +22.98% vs +7.65% for XAPR, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), QQQ annualized +25.73% vs +11.12% for XAPR. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QQQ or XAPR?

QQQ has been the more volatile fund at 17.5% annualized versus 2.5% for XAPR. Worst drawdown: QQQ -22.8% vs XAPR -6.2%.

Should I hold both QQQ and XAPR?

QQQ and XAPR have a monthly-return correlation of 0.49, 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 XAPR?

QQQ yields 0.44% while XAPR yields 0.00%, so QQQ currently pays the higher dividend yield.

Is XAPR 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.