GRNY vs QPX

GRNY vs QPX

Which is better, GRNY or QPX?

Each has led over a different period.

GRNY has a lower expense ratio. GRNY led over the full window, QPX over 1Y.

Lower Fees: GRNYHigher Returns: split

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

MetricGRNYQPX
Expense Ratio0.75%Best1.74%
AUM$4.5B$34M
Dividend Yield0.13%0.00%
Holdings8618
YTD Return+10.83%Best+6.84%
1Y Return+10.25%+10.49%Best
3Y Return (annualized)-+19.47%
5Y Return (annualized)-+10.62%
Volatility (annualized)17.3%13.3%Best
Max Drawdown-24.2%-17.9%Best
$10,000 over 1.9 years$13,651Best$13,018
Top 10 Weight27.6%-
Fund FamilyFundstrat CapitalAdvisor Shares
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionNov 7, 2024Dec 28, 2020

Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Nov 7, 2024 to Oct 14, 2026 (1.9 years).

GRNY vs QPX 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 1.9 years both funds cover.

Compare GRNY against instead:GRNY vs SPYGRNY vs QQQGRNY vs VOOGRNY vs VTIQPX against:QPX vs VXUS

GRNY vs QPX Performance

Fundstrat Granny Shots US Large Cap ETF (GRNY) is an ETF from Fundstrat Capital and Advisorshares Q Dynamic Growth ETF (QPX) is an ETF from Advisor Shares. Over the past year GRNY returned +10.25% while QPX returned +10.49%. Year to date, GRNY is up 10.83% versus a gain of 6.84% for QPX.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GRNY has been the more volatile fund, with annualized monthly volatility of 17.3% compared with 13.3% for QPX. 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 -24.2% for GRNY and -17.9% for QPX. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.89. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

GRNY charges 0.75% per year while QPX charges 1.74%. On a $10,000 position that is $75 vs $174 annually, a gap of $99 per year that compounds over a long holding period. On income, GRNY currently yields 0.13% against 0.00% for QPX.

Holdings Overlap

We hold position weights for 42 holdings in GRNY and 7 in QPX, totalling 99.4% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 42 positions we hold weights for in GRNY and 7 in QPX, against full books of 86 and 18.

What only one of them owns

Our book lists 7 positions for QPX that do not appear in our book for GRNY (100.0% of the fund), and 42 for GRNY that do not appear in QPX (99.4%).

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.

You are not choosing between two funds in isolation.

Whichever of GRNY and QPX you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

GRNYQPX

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, GRNY or QPX?

GRNY has an expense ratio of 0.75% while QPX charges 1.74%. GRNY is the cheaper option, by $99 a year on a $10,000 investment.

Which performed better, GRNY or QPX?

Over the past year GRNY returned +10.25% vs +10.49% for QPX, so QPX leads on 1-year performance. Over the longest common window we track (2 years), GRNY annualized +17.80% vs +14.89% for QPX. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, GRNY or QPX?

GRNY has been the more volatile fund at 17.3% annualized versus 13.3% for QPX. Worst drawdown: GRNY -24.2% vs QPX -17.9%.

Should I hold both GRNY and QPX?

GRNY and QPX have a monthly-return correlation of 0.89, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, GRNY or QPX?

GRNY yields 0.13% while QPX yields 0.00%, so GRNY currently pays the higher dividend yield.

Is QPX better than GRNY?

GRNY has a lower expense ratio. GRNY led over the full window, QPX over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.