QQQ vs STXM
QQQ vs STXM
Invesco QQQ Trust, Series 1 vs Strive Mid Cap ETF
Quick Verdict
QQQ delivered stronger 1-year returns. STXM offers more diversification with 395 holdings.
Side-by-Side Comparison
| Metric | QQQ | STXM | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.18% | |
| AUM | $455.8B | $16M | |
| Dividend Yield | 0.41% | 1.04% | |
| Holdings | 108 | 407 | |
| YTD Return | +18.20% | +1.23% | |
| 1Y Return | +27.63% | +18.69% | |
| 3Y Return (annualized) | +25.54% | - | |
| 5Y Return (annualized) | +15.12% | - | |
| Volatility (annualized) | 30.6% | 14.6% | |
| Max Drawdown | -83.0% | -23.8% | |
| Fund Family | Invesco (US) | Strive Asset Management | |
| Category | Equity | Equity | |
| Inception | Mar 10, 1999 | Apr 11, 2024 |
QQQ vs STXM Performance
Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Strive Mid Cap ETF (STXM) is a ETF from Strive Asset Management. Over the past year QQQ returned +27.63% while STXM returned +18.69%. Year to date, QQQ is up 18.20% versus a gain of 1.23% for STXM.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 14.6% for STXM. 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 -23.8% for STXM. 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 0.55. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
QQQ charges 0.18% per year while STXM charges 0.18%. On a $10,000 position that is $18 vs $18 annually. On income, QQQ currently yields 0.41% against 1.04% for STXM.
Holdings Overlap
QQQ and STXM share 3 holdings out of 495 unique holdings combined, representing a 1.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, QQQ or STXM?
QQQ has an expense ratio of 0.18% while STXM charges 0.18%. They cost the same. On a $10,000 investment, that is $0 per year of difference.
Which performed better, QQQ or STXM?
Over the past year QQQ returned +27.63% vs +18.69% for STXM, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), QQQ annualized +13.11% vs +8.46% for STXM. Past performance does not guarantee future results.
Which is riskier, QQQ or STXM?
QQQ has been the more volatile fund at 30.6% annualized versus 14.6% for STXM. Worst drawdown: QQQ -83.0% vs STXM -23.8%.
Should I hold both QQQ and STXM?
QQQ and STXM have a monthly-return correlation of 0.55, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between QQQ and STXM?
QQQ and STXM share 3 common holdings with a 1.2% weight overlap. Combined, they hold 495 unique securities.
Which pays a higher dividend, QQQ or STXM?
QQQ yields 0.41% while STXM yields 1.04%, so STXM currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.