QQQ vs XOMO
Invesco QQQ Trust, Series 1 vs YieldMax XOM Option Income Strategy ETF
Quick Verdict
QQQ has a lower expense ratio. XOMO delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.
Side-by-Side Comparison
| Metric | QQQ | XOMO | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 1.25% | |
| AUM | $496.3B | $39M | |
| Dividend Yield | 0.44% | 37.71% | |
| Holdings | 108 | 13 | |
| YTD Return | +16.64% | +23.24% | |
| 1Y Return | +27.27% | +35.16% | |
| 3Y Return (annualized) | +25.96% | +9.09% | |
| 5Y Return (annualized) | +14.54% | - | |
| Volatility (annualized) | 30.6% | 17.5% | |
| Max Drawdown | -83.0% | -18.9% | |
| Fund Family | Invesco (US) | YieldMax ETF | |
| Category | Equity | Alternative | |
| Inception | Mar 10, 1999 | Aug 30, 2023 |
QQQ vs XOMO Performance
Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and YieldMax XOM Option Income Strategy ETF (XOMO) is a ETF from YieldMax ETF. Over the past year QQQ returned +27.27% while XOMO returned +35.16%. Year to date, QQQ is up 16.64% versus a gain of 23.24% for XOMO.
Over three years, QQQ compounded at +25.96% per year against +9.09% for XOMO. Across the full 3-year window we track, QQQ has the edge at +13.03% annualized vs +9.09%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 17.5% for XOMO. 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 -18.9% for XOMO. 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 -0.41. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
QQQ charges 0.18% per year while XOMO charges 1.25%. On a $10,000 position that is $18 vs $125 annually, a gap of $107 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 37.71% for XOMO.
Holdings Overlap
QQQ and XOMO 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 XOMO?
QQQ has an expense ratio of 0.18% while XOMO charges 1.25%. QQQ is the cheaper option. On a $10,000 investment, that is $107 per year of difference.
Which performed better, QQQ or XOMO?
Over the past year QQQ returned +27.27% vs +35.16% for XOMO, so XOMO leads on 1-year performance. Over the longest common window we track (3 years), QQQ annualized +13.03% vs +9.09% for XOMO. Past performance does not guarantee future results.
Which is riskier, QQQ or XOMO?
QQQ has been the more volatile fund at 30.6% annualized versus 17.5% for XOMO. Worst drawdown: QQQ -83.0% vs XOMO -18.9%.
Should I hold both QQQ and XOMO?
QQQ and XOMO have a monthly-return correlation of -0.41, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between QQQ and XOMO?
QQQ and XOMO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 105 unique securities.
Which pays a higher dividend, QQQ or XOMO?
QQQ yields 0.44% while XOMO yields 37.71%, so XOMO currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.