QQQ vs UDOW

Quick Verdict

QQQ has a lower expense ratio. UDOW delivered stronger 1-year returns. QQQ offers more diversification with 103 holdings.

Lower Fees: QQQHigher Returns: UDOWMore Diversified: QQQ

Side-by-Side Comparison

MetricQQQUDOWWinner
Expense Ratio0.18%0.95%
AUM$455.8B$827M
Dividend Yield0.41%1.10%
Holdings10842
YTD Return+12.48%+19.63%
1Y Return+22.35%+51.37%
3Y Return (annualized)+22.30%+30.29%
5Y Return (annualized)+14.24%+14.56%
Volatility (annualized)30.6%44.0%
Max Drawdown-83.0%-80.3%
Fund FamilyInvesco (US)ProShares
CategoryEquityAlternative
InceptionMar 10, 1999Feb 9, 2010

QQQ vs UDOW Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and ProShares UltraPro Dow30 (UDOW) is a ETF from ProShares. Over the past year QQQ returned +22.35% while UDOW returned +51.37%. Year to date, QQQ is up 12.48% versus a gain of 19.63% for UDOW.

Over three years, QQQ compounded at +22.30% per year against +30.29% for UDOW; over five years the annualized figures are +14.24% and +14.56% respectively. Across the full 17-year window we track, UDOW has the edge at +25.96% annualized vs +12.91%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

UDOW has been the more volatile fund, with annualized monthly volatility of 44.0% compared with 30.6% for QQQ. 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 -80.3% for UDOW. 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 0.78. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

QQQ charges 0.18% per year while UDOW charges 0.95%. On a $10,000 position that is $18 vs $95 annually, a gap of $77 per year that compounds over a long holding period. On income, QQQ currently yields 0.41% against 1.10% for UDOW.

Holdings Overlap

11.1%overlap

QQQ and UDOW share 9 holdings out of 125 unique holdings combined, representing a 11.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in QQQWeight in UDOWDifference
AAPL7.46%1.80%5.66%
NVDA7.88%1.12%6.76%
MSFT4.65%2.22%2.43%
AMZNProProPro
GOOGLProProPro
WMTProProPro
AMGNProProPro
CSCOProProPro
HONProProPro
See all 9 holdings QQQ shares with UDOW
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, QQQ or UDOW?

QQQ has an expense ratio of 0.18% while UDOW charges 0.95%. QQQ is the cheaper option. On a $10,000 investment, that is $77 per year of difference.

Which performed better, QQQ or UDOW?

Over the past year QQQ returned +22.35% vs +51.37% for UDOW, so UDOW leads on 1-year performance. Over the longest common window we track (17 years), QQQ annualized +12.91% vs +25.96% for UDOW. Past performance does not guarantee future results.

Which is riskier, QQQ or UDOW?

UDOW has been the more volatile fund at 44.0% annualized versus 30.6% for QQQ. Worst drawdown: QQQ -83.0% vs UDOW -80.3%.

Should I hold both QQQ and UDOW?

QQQ and UDOW have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and UDOW?

QQQ and UDOW share 9 common holdings with a 11.1% weight overlap. Combined, they hold 125 unique securities.

Which pays a higher dividend, QQQ or UDOW?

QQQ yields 0.41% while UDOW yields 1.10%, so UDOW currently pays the higher dividend yield.

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