JDST vs QQQ
Direxion Daily Junior Gold Miners Index Bear 2X ETF vs Invesco QQQ Trust, Series 1
Which is better, JDST or QQQ?
Trading-Inverse Equity against Large Cap Growth.
QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window.
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 | JDST | QQQ |
|---|---|---|
| Expense Ratio | 0.89% | 0.18%Best |
| AUM | $35M | $506.1B |
| Dividend Yield | 6.07% | 0.42% |
| Holdings | 12 | 321 |
| YTD Return | -42.77% | +19.30%Best |
| 1Y Return | -60.35% | +22.47%Best |
| 3Y Return (annualized) | -71.74% | +26.18%Best |
| 5Y Return (annualized) | -56.21% | +15.42%Best |
| Volatility (annualized) | 96.5% | 18.0%Best |
| Max Drawdown | - | -35.1% |
| $10,000 over 5 years | $161 | $20,484Best |
| Fund Family | Direxion Shares ETF Trust | Invesco (US) |
| Category | Alternative | Equity |
| Style | Trading-Inverse Equity | Large Cap Growth |
| Inception | Oct 3, 2013 | Mar 10, 1999 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Oct 3, 2013 to Oct 14, 2026 (13 years).
JDST 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 13 years both funds cover.
JDST vs QQQ Performance
Direxion Daily Junior Gold Miners Index Bear 2X ETF (JDST) is an ETF from Direxion Shares ETF Trust and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year JDST returned -60.35% while QQQ returned +22.47%. Year to date, JDST is down 42.77% versus a gain of 19.30% for QQQ.
Over three years, JDST compounded at -71.74% per year against +26.18% for QQQ; over five years the annualized figures are -56.21% and +15.42% respectively. Across the full 13-year window we track, QQQ has the edge at +18.93% annualized vs -69.29%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JDST has been the more volatile fund, with annualized monthly volatility of 96.5% compared with 18.0% for QQQ. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The two funds' monthly returns correlate at -0.11. They move largely independently of each other.
Fees and Cost Over Time
JDST charges 0.89% per year while QQQ charges 0.18%. On a $10,000 position that is $89 vs $18 annually, a gap of $71 per year that compounds over a long holding period. On income, JDST currently yields 6.07% against 0.42% for QQQ.
Holdings Overlap
We hold position weights for 2 holdings in JDST and 101 in QQQ, totalling 103.6% and 99.6% 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 2 positions we hold weights for in JDST and 101 in QQQ, against full books of 12 and 321.
You are not choosing between two funds in isolation.
Whichever of JDST and QQQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, JDST or QQQ?
JDST has an expense ratio of 0.89% while QQQ charges 0.18%. QQQ is the cheaper option, by $71 a year on a $10,000 investment.
Which performed better, JDST or QQQ?
Over the past year JDST returned -60.35% vs +22.47% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (13 years), JDST annualized -69.29% vs +18.93% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JDST or QQQ?
JDST has been the more volatile fund at 96.5% annualized versus 18.0% for QQQ.
Should I hold both JDST and QQQ?
JDST and QQQ have a monthly-return correlation of -0.11, 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, JDST or QQQ?
JDST yields 6.07% while QQQ yields 0.42%, so JDST currently pays the higher dividend yield.
Is QQQ better than JDST?
QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.