EBIZ vs QQQ
Global X E-commerce ETF vs Invesco QQQ Trust, Series 1
Which is better, EBIZ or QQQ?
QQQ has been ahead.
QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. EBIZ is less concentrated, with 42.7% of the fund in its ten largest positions against 46.7%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | EBIZ | QQQ |
|---|---|---|
| Expense Ratio | 0.50% | 0.18%Best |
| AUM | $26M | $506.1B |
| Dividend Yield | 0.54% | 0.42% |
| Holdings | 42 | 321 |
| YTD Return | -8.97% | +19.14%Best |
| 1Y Return | -11.64% | +21.45%Best |
| 3Y Return (annualized) | +19.06% | +26.10%Best |
| 5Y Return (annualized) | -0.81% | +15.25%Best |
| Volatility (annualized) | 27.3% | 20.5%Best |
| Max Drawdown | -61.6% | -35.1%Best |
| $10,000 over 5 years | $9,602 | $20,333Best |
| Top 10 Weight | 42.7%Best | 46.7% |
| Fund Family | Global X by mirae Asset | Invesco (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Nov 27, 2018 | Mar 10, 1999 |
Volatility and max drawdown are measured over the window both funds cover: Nov 30, 2018 to Oct 15, 2026 (7.9 years).
EBIZ vs QQQ growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 7.9 years both funds cover.
EBIZ vs QQQ Performance
Global X E-commerce ETF (EBIZ) is an ETF from Global X by mirae Asset and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year EBIZ returned -11.64% while QQQ returned +21.45%. Year to date, EBIZ is down 8.97% versus a gain of 19.14% for QQQ.
Over three years, EBIZ compounded at +19.06% per year against +26.10% for QQQ; over five years the annualized figures are -0.81% and +15.25% respectively. Across the full 8-year window we track, QQQ has the edge at +20.86% annualized vs +8.74%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EBIZ has been the more volatile fund, with annualized monthly volatility of 27.3% compared with 20.5% 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 -61.6% for EBIZ and -35.1% for QQQ. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.70. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EBIZ charges 0.50% per year while QQQ charges 0.18%. On a $10,000 position that is $50 vs $18 annually, a gap of $32 per year that compounds over a long holding period. On income, EBIZ currently yields 0.54% against 0.42% for QQQ.
Holdings Overlap
20.9% of EBIZ's money is in holdings QQQ also owns. 5.9% of QQQ's money is in holdings EBIZ also owns.
EBIZ and QQQ share little of their money.
5 positions in common, counted across the 39 positions we hold weights for in EBIZ and 101 in QQQ, against full books of 42 and 321.
What only one of them owns
Our book lists 91 positions for QQQ that do not appear in our book for EBIZ (92.2% of the fund), and 23 for EBIZ that do not appear in QQQ (48.7%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
20.9% of EBIZ is already inside QQQ.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, EBIZ or QQQ?
EBIZ has an expense ratio of 0.50% while QQQ charges 0.18%. QQQ is the cheaper option, by $32 a year on a $10,000 investment.
Which performed better, EBIZ or QQQ?
Over the past year EBIZ returned -11.64% vs +21.45% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (8 years), EBIZ annualized +8.74% vs +20.86% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EBIZ or QQQ?
EBIZ has been the more volatile fund at 27.3% annualized versus 20.5% for QQQ. Worst drawdown: EBIZ -61.6% vs QQQ -35.1%.
Should I hold both EBIZ and QQQ?
EBIZ and QQQ have a monthly-return correlation of 0.70, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between EBIZ and QQQ?
20.9% of EBIZ's money is in holdings QQQ also owns. 5.9% of QQQ's is in holdings EBIZ also owns. They hold 5 positions in common, counted across the 39 positions we hold weights for in EBIZ and 101 in QQQ.
Which pays a higher dividend, EBIZ or QQQ?
EBIZ yields 0.54% while QQQ yields 0.42%, so EBIZ currently pays the higher dividend yield.
Is QQQ better than EBIZ?
QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. EBIZ is less concentrated, with 42.7% of the fund in its ten largest positions against 46.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.