QQQ vs QYLD: Complete Comparison

Invesco QQQ Trust vs Global X NASDAQ 100 Covered Call ETF โ€” overlap, correlation, performance & risk analysis

Holdings Overlap
93.59%
Very High Overlap
Shared Holdings
95 of 100
Complete portfolio analysis
Calculation Method
Min Weight
Weighted intersection

Visual Overlap

QQQ
QYLD
93.6%
QQQ Only
Overlap
QYLD Only

Price Performance

Historical price comparison over 3M

QQQ Return
+9.87%
QYLD Return
+11.37%
Winner
QYLD
+1.50%
Max Drawdown
QQQ: -7.9%
QYLD: -2.0%
QQQ Volatility (annualized)15.94%
QYLD Volatility (annualized)7.16%

๐Ÿ“ˆ Comparison

Metric
QQQ
QYLD
1 Year Return
+28.2%โœ“
+12.5%
3 Year Return
+12.5%โœ“
+5.5%
5 Year Return
+20.1%โœ“
+8.8%
Volatility
22.50%
15.80%โœ“
Expense Ratio
0.20%โœ“
0.60%
โš ๏ธ Past performance does not guarantee future results. Data may be delayed.

โš ๏ธRisk Metrics

Metric
QQQ
QYLD
Volatility
22.50%
15.80%โœ“
Sharpe Ratio
0.88โœ“
0.52
Sortino Ratio
1.22โœ“
0.68
Max Drawdown
-35.20%
-28.50%โœ“
Beta
1.18
0.68

Interpretation:

  • ๐Ÿ“Š Lower volatility = smoother ride
  • โšก Higher Sharpe/Sortino = better risk-adjusted returns
  • โš ๏ธ Smaller max drawdown = less worst-case pain
  • ๐Ÿ“ˆ Beta > 1 = more volatile than S&P 500

โš”๏ธ Comparison

15 - 2

๐Ÿ† QQQ wins this comparison

Key Factors

๐Ÿ’ฐ Expense Ratio
QQQ:0.20%โœ“
vs
QYLD:0.60%โœ“
๐ŸŽฏ Number of Holdings
QQQ:101 holdings
vs
QYLD:101 holdings
๐Ÿ“ˆ 5-Year Return
QQQ:+20.1%โœ“
vs
QYLD:+8.8%โœ“
โ–ถAdditional Metrics (5)
โš–๏ธ Concentration Risk
QQQ: 49.6% in top 10โœ“
QYLD: 57.4% in top 10
๐Ÿ“Š Assets Under Management
QQQ: $220B โœ“โœ“
QYLD: $8B
โšก Sharpe Ratio
QQQ: 0.88โœ“
QYLD: 0.52
๐Ÿ“‰ Volatility
QQQ: 22.5%
QYLD: 15.8%โœ“
๐Ÿ” Uniqueness vs SPY
QQQ: 48.3% uniqueโœ“
QYLD: 48.2% unique

Bottom line: QQQ wins with better expense ratio and 5-year return. Consider QQQ for your portfolio, but QYLD is still a solid choice if you prefer its specific advantages.

Detailed Overlap Analysis

95 shared holdings representing 93.6% portfolio overlap

Top Shared Holdings

#StockQQQ WeightQYLD WeightOverlap
1
NVDA
NVDA
8.99%10.11%8.99%
2
AAPL
AAPL
7.94%9.26%7.94%
3
MSFT
MSFT
7.12%8.23%7.12%
4
AMZN
AMZN
4.87%5.47%4.87%
5
TSLA
TSLA
4.21%3.65%3.65%
6
GOOGL
GOOGL
3.58%4.15%3.58%
7
GOOG
GOOG
3.35%3.88%3.35%
8
AVGO
AVGO
3.24%7.11%3.24%
9
META
META
3.85%3.21%3.21%
10
PLTR
PLTR
2.40%2.29%2.29%

Overlap by Sector

Technology
23 stocks ยท 51.92% overlap
Other
56 stocks ยท 22.47% overlap
Consumer Discretionary
3 stocks ยท 9.04% overlap
Communication Services
3 stocks ยท 3.91% overlap
Healthcare
4 stocks ยท 3.49% overlap

Showing top 5 sectors by overlap contribution

95
Shared Stocks
93.6%
Total Overlap
5
Sectors Represented

Top Holdings Only in QQQ

Unique to QQQ

โ†Scroll horizontally to see all dataโ†’
SymbolNameWeight
WDCWDC0.33%
STXSTX0.33%
ALNYALNY0.29%
MPWRMPWR0.25%
INSMINSM0.20%

Top Holdings Only in QYLD

Unique to QYLD

โ†Scroll horizontally to see all dataโ†’
SymbolNameWeight
BIIBBIIB0.14%
ONON0.13%
GFSGFS0.12%
LULULULU0.12%
CDWCDW0.11%

Price Correlation

How We Calculate Overlap

We use the minimum weight method with normalization to calculate portfolio overlap:

Overlap = ฮฃ min(weightA, weightB) for each shared holding

Normalization: Holdings weights are normalized to sum to 100% before comparison. This ensures accurate overlap calculations even when analyzing partial holdings data (e.g., top 50 positions).

Conservative approach: We consider only the smaller allocation for each shared position, giving you a realistic view of true portfolio overlap.

๐Ÿ“Š This analysis is based on publicly available holdings data. For the most current and complete holdings information, please visit the official ETF provider websites.

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