QQQU vs VTI

QQQU vs VTI
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Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricQQQUVTIWinner
Expense Ratio0.98%0.03%
AUM$76M$666.9B
Dividend Yield10.09%1.07%
Holdings143,543
YTD Return+3.09%+14.82%
1Y Return+20.17%+22.43%
3Y Return (annualized)-+21.93%
5Y Return (annualized)-+12.34%
Volatility (annualized)45.2%15.4%
Max Drawdown-53.7%-56.6%
Fund FamilyDirexion Shares ETF TrustVanguard (US)
CategoryAlternativeEquity
InceptionMar 7, 2024May 24, 2001

QQQU vs VTI Performance

Direxion Daily Magnificent 7 Bull 2X ETF (QQQU) is a ETF from Direxion Shares ETF Trust and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year QQQU returned +20.17% while VTI returned +22.43%. Year to date, QQQU is up 3.09% versus a gain of 14.82% for VTI.

Risk: Volatility and Drawdowns

QQQU has been the more volatile fund, with annualized monthly volatility of 45.2% compared with 15.4% for VTI. 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 -53.7% for QQQU and -56.6% for VTI. 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 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

QQQU charges 0.98% per year while VTI charges 0.03%. On a $10,000 position that is $98 vs $3 annually, a gap of $95 per year that compounds over a long holding period. On income, QQQU currently yields 10.09% against 1.07% for VTI.

Holdings Overlap

25.4%overlap

QQQU and VTI share 7 holdings out of 2791 unique holdings combined, representing a 25.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in QQQUWeight in VTIDifference
NVDA11.62%6.32%5.30%
AAPL11.73%5.84%5.89%
GOOGL12.26%2.88%9.38%
AMZNProProPro
MSFTProProPro
TSLAProProPro
METAProProPro
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Frequently Asked Questions

Which is cheaper, QQQU or VTI?

QQQU has an expense ratio of 0.98% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $95 per year of difference.

Which performed better, QQQU or VTI?

Over the past year QQQU returned +20.17% vs +22.43% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), QQQU annualized +44.22% vs +8.16% for VTI. Past performance does not guarantee future results.

Which is riskier, QQQU or VTI?

QQQU has been the more volatile fund at 45.2% annualized versus 15.4% for VTI. Worst drawdown: QQQU -53.7% vs VTI -56.6%.

Should I hold both QQQU and VTI?

QQQU and VTI have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQU and VTI?

QQQU and VTI share 7 common holdings with a 25.4% weight overlap. Combined, they hold 2791 unique securities.

Which pays a higher dividend, QQQU or VTI?

QQQU yields 10.09% while VTI yields 1.07%, so QQQU currently pays the higher dividend yield.

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