QQQ vs YMAR

QQQ vs YMAR

Which is better, QQQ or YMAR?

Large Cap Growth against Option Writing.

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y 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

MetricQQQYMAR
Expense Ratio0.18%Best0.90%
AUM$483.5B$162M
Dividend Yield0.44%0.00%
Holdings10710
YTD Return+17.95%Best+7.40%
1Y Return+21.77%Best+11.02%
3Y Return (annualized)+25.63%Best+11.73%
5Y Return (annualized)+15.24%Best+7.03%
Volatility (annualized)20.4%10.0%Best
Max Drawdown-35.1%-22.6%Best
$10,000 over 5 years$20,324Best$14,045
Fund FamilyInvesco (US)First Trust Portfolios (US)
CategoryEquityAlternative
StyleLarge Cap GrowthOption Writing
InceptionMar 10, 1999Mar 19, 2021

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Mar 22, 2021 to Sep 18, 2026 (5.5 years).

QQQ vs YMAR 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 5.5 years both funds cover.

QQQ vs YMAR Performance

Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and FT Vest International Equity Moderate Buffer ETF - March (YMAR) is an ETF from First Trust Portfolios (US). Over the past year QQQ returned +21.77% while YMAR returned +11.02%. Year to date, QQQ is up 17.95% versus a gain of 7.40% for YMAR.

Over three years, QQQ compounded at +25.63% per year against +11.73% for YMAR; over five years the annualized figures are +15.24% and +7.03% respectively. Across the full 6-year window we track, QQQ has the edge at +16.70% annualized vs +6.97%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 20.4% compared with 10.0% for YMAR. 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 -35.1% for QQQ and -22.6% for YMAR. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.64. They move together some of the time, and apart the rest.

Fees and Cost Over Time

QQQ charges 0.18% per year while YMAR charges 0.90%. On a $10,000 position that is $18 vs $90 annually, a gap of $72 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 0.00% for YMAR.

You are not choosing between two funds in isolation.

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

QQQYMAR

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QQQ or YMAR?

QQQ has an expense ratio of 0.18% while YMAR charges 0.90%. QQQ is the cheaper option, by $72 a year on a $10,000 investment.

Which performed better, QQQ or YMAR?

Over the past year QQQ returned +21.77% vs +11.02% for YMAR, so QQQ leads on 1-year performance. Over the longest common window we track (6 years), QQQ annualized +16.70% vs +6.97% for YMAR. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QQQ or YMAR?

QQQ has been the more volatile fund at 20.4% annualized versus 10.0% for YMAR. Worst drawdown: QQQ -35.1% vs YMAR -22.6%.

Should I hold both QQQ and YMAR?

QQQ and YMAR have a monthly-return correlation of 0.64, 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 YMAR?

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

Is YMAR better than QQQ?

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.