QQQ vs XIDE

QQQ vs XIDE

Which is better, QQQ or XIDE?

Large Cap Growth against Multi Alternative.

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

MetricQQQXIDE
Expense Ratio0.18%Best0.85%
AUM$483.5B$23M
Dividend Yield0.44%6.28%
Holdings10718
YTD Return+17.95%Best+0.60%
1Y Return+21.77%Best+1.65%
3Y Return (annualized)+25.63%-
5Y Return (annualized)+15.24%-
Volatility (annualized)16.9%7.4%Best
Max Drawdown-22.8%-11.8%Best
$10,000 over 2.8 years$18,156Best$10,087
Fund FamilyInvesco (US)First Trust Portfolios (US)
CategoryEquityAlternative
StyleLarge Cap GrowthMulti Alternative
InceptionMar 10, 1999Dec 15, 2023

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.8 years row, are measured over the window both funds cover: Dec 18, 2023 to Sep 18, 2026 (2.8 years).

QQQ vs XIDE 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 2.8 years both funds cover.

QQQ vs XIDE Performance

Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and FT Vest US Equity Buffer & Premium Income ETF - December (XIDE) is an ETF from First Trust Portfolios (US). Over the past year QQQ returned +21.77% while XIDE returned +1.65%. Year to date, QQQ is up 17.95% versus a gain of 0.60% for XIDE.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 16.9% compared with 7.4% for XIDE. 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 -11.8% for XIDE. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.25. They move largely independently of each other.

Fees and Cost Over Time

QQQ charges 0.18% per year while XIDE 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 6.28% for XIDE.

You are not choosing between two funds in isolation.

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

QQQXIDE

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Frequently Asked Questions

Which is cheaper, QQQ or XIDE?

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

Which performed better, QQQ or XIDE?

Over the past year QQQ returned +21.77% vs +1.65% for XIDE, so QQQ leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QQQ or XIDE?

QQQ has been the more volatile fund at 16.9% annualized versus 7.4% for XIDE. Worst drawdown: QQQ -22.8% vs XIDE -11.8%.

Should I hold both QQQ and XIDE?

QQQ and XIDE have a monthly-return correlation of 0.25, 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 XIDE?

QQQ yields 0.44% while XIDE yields 6.28%, so XIDE currently pays the higher dividend yield.

Is XIDE 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.