QQQ vs XXCH

QQQ vs XXCH
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Quick Verdict

QQQ has a lower expense ratio. XXCH delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.

Lower Fees: QQQHigher Returns: XXCHMore Diversified: QQQ

Side-by-Side Comparison

MetricQQQXXCHWinner
Expense Ratio0.18%1.15%
AUM$496.3B$2M
Dividend Yield0.44%8.77%
Holdings1086
YTD Return+16.19%+54.95%
1Y Return+25.22%+35.53%
3Y Return (annualized)+25.47%-
5Y Return (annualized)+14.34%-
Volatility (annualized)30.6%22.5%
Max Drawdown-83.0%-38.0%
Fund FamilyInvesco (US)Direxion Shares ETF Trust
CategoryEquityAlternative
InceptionMar 10, 1999Feb 7, 2024

QQQ vs XXCH Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Direxion Daily MSCI Emerging Markets ex China Bull 2X Shares (XXCH) is a ETF from Direxion Shares ETF Trust. Over the past year QQQ returned +25.22% while XXCH returned +35.53%. Year to date, QQQ is up 16.19% versus a gain of 54.95% for XXCH.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 22.5% for XXCH. 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 -38.0% for XXCH. 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 0.58. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

QQQ charges 0.18% per year while XXCH charges 1.15%. On a $10,000 position that is $18 vs $115 annually, a gap of $97 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 8.77% for XXCH.

Frequently Asked Questions

Which is cheaper, QQQ or XXCH?

QQQ has an expense ratio of 0.18% while XXCH charges 1.15%. QQQ is the cheaper option. On a $10,000 investment, that is $97 per year of difference.

Which performed better, QQQ or XXCH?

Over the past year QQQ returned +25.22% vs +35.53% for XXCH, so XXCH leads on 1-year performance. Over the longest common window we track (2 years), QQQ annualized +13.01% vs +26.62% for XXCH. Past performance does not guarantee future results.

Which is riskier, QQQ or XXCH?

QQQ has been the more volatile fund at 30.6% annualized versus 22.5% for XXCH. Worst drawdown: QQQ -83.0% vs XXCH -38.0%.

Should I hold both QQQ and XXCH?

QQQ and XXCH have a monthly-return correlation of 0.58, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, QQQ or XXCH?

QQQ yields 0.44% while XXCH yields 8.77%, so XXCH currently pays the higher dividend yield.

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