SPY vs SQQQ

SPY vs SQQQ
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Quick Verdict

SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: SPYMore Diversified: SPY

Side-by-Side Comparison

MetricSPYSQQQWinner
Expense Ratio0.09%0.95%
AUM$821.1B$1.8B
Dividend Yield1.01%9.13%
Holdings50520
YTD Return+12.68%-42.05%
1Y Return+21.82%-55.32%
3Y Return (annualized)+21.98%-54.21%
5Y Return (annualized)+12.89%-44.93%
Volatility (annualized)15.3%48.4%
Max Drawdown-56.5%-100.0%
Fund FamilyState Street Investment ManagementProShares
CategoryEquityAlternative
InceptionJan 22, 1993Feb 9, 2010

SPY vs SQQQ Performance

State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management and ProShares UltraPro Short QQQ (SQQQ) is a ETF from ProShares. Over the past year SPY returned +21.82% while SQQQ returned -55.32%. Year to date, SPY is up 12.68% versus a loss of 42.05% for SQQQ.

Over three years, SPY compounded at +21.98% per year against -54.21% for SQQQ; over five years the annualized figures are +12.89% and -44.93% respectively. Across the full 17-year window we track, SPY has the edge at +8.81% annualized vs -52.76%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SQQQ has been the more volatile fund, with annualized monthly volatility of 48.4% compared with 15.3% for SPY. 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 -56.5% for SPY and -100.0% for SQQQ. 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 -0.87. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SPY charges 0.09% per year while SQQQ charges 0.95%. On a $10,000 position that is $9 vs $95 annually, a gap of $86 per year that compounds over a long holding period. On income, SPY currently yields 1.01% against 9.13% for SQQQ.

Holdings Overlap

0.0%overlap

SPY and SQQQ share 0 holdings out of 505 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, SPY or SQQQ?

SPY has an expense ratio of 0.09% while SQQQ charges 0.95%. SPY is the cheaper option. On a $10,000 investment, that is $86 per year of difference.

Which performed better, SPY or SQQQ?

Over the past year SPY returned +21.82% vs -55.32% for SQQQ, so SPY leads on 1-year performance. Over the longest common window we track (17 years), SPY annualized +8.81% vs -52.76% for SQQQ. Past performance does not guarantee future results.

Which is riskier, SPY or SQQQ?

SQQQ has been the more volatile fund at 48.4% annualized versus 15.3% for SPY. Worst drawdown: SPY -56.5% vs SQQQ -100.0%.

Should I hold both SPY and SQQQ?

SPY and SQQQ have a monthly-return correlation of -0.87, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SPY and SQQQ?

SPY and SQQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 505 unique securities.

Which pays a higher dividend, SPY or SQQQ?

SPY yields 1.01% while SQQQ yields 9.13%, so SQQQ currently pays the higher dividend yield.

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