QQQ vs YQQQ

QQQ vs YQQQ
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Quick Verdict

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

Lower Fees: QQQHigher Returns: QQQMore Diversified: QQQ

Side-by-Side Comparison

MetricQQQYQQQWinner
Expense Ratio0.18%1.11%
AUM$496.3B$15M
Dividend Yield0.44%28.84%
Holdings10827
YTD Return+16.19%-5.63%
1Y Return+25.22%-6.87%
3Y Return (annualized)+25.47%-
5Y Return (annualized)+14.34%-
Volatility (annualized)30.6%15.6%
Max Drawdown-83.0%-29.1%
Fund FamilyInvesco (US)YieldMax ETF
CategoryEquityAlternative
InceptionMar 10, 1999Aug 14, 2024

QQQ vs YQQQ Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and YieldMax Short N100 Option Income Strategy ETF (YQQQ) is a ETF from YieldMax ETF. Over the past year QQQ returned +25.22% while YQQQ returned -6.87%. Year to date, QQQ is up 16.19% versus a loss of 5.63% for YQQQ.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 15.6% for YQQQ. 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 -29.1% for YQQQ. 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 -0.97. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

QQQ charges 0.18% per year while YQQQ charges 1.11%. On a $10,000 position that is $18 vs $111 annually, a gap of $93 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 28.84% for YQQQ.

Holdings Overlap

0.0%overlap

QQQ and YQQQ 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 YQQQ?

QQQ has an expense ratio of 0.18% while YQQQ charges 1.11%. QQQ is the cheaper option. On a $10,000 investment, that is $93 per year of difference.

Which performed better, QQQ or YQQQ?

Over the past year QQQ returned +25.22% vs -6.87% for YQQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), QQQ annualized +13.01% vs -9.33% for YQQQ. Past performance does not guarantee future results.

Which is riskier, QQQ or YQQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 15.6% for YQQQ. Worst drawdown: QQQ -83.0% vs YQQQ -29.1%.

Should I hold both QQQ and YQQQ?

QQQ and YQQQ have a monthly-return correlation of -0.97, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and YQQQ?

QQQ and YQQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 105 unique securities.

Which pays a higher dividend, QQQ or YQQQ?

QQQ yields 0.44% while YQQQ yields 28.84%, so YQQQ currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free