QQQ vs SHEH
Invesco QQQ Trust, Series 1 vs Shell PLC ADRhedged
Which is better, QQQ or SHEH?
Large Cap Growth against Multi Alternative.
QQQ has a lower expense ratio. SHEH led over 1Y 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 | QQQ | SHEH |
|---|---|---|
| Expense Ratio | 0.18%Best | 0.19% |
| AUM | $506.1B | $1M |
| Dividend Yield | 0.42% | 2.11% |
| Holdings | 321 | 5 |
| YTD Return | +19.30% | +41.41%Best |
| 1Y Return | +22.47% | +48.28%Best |
| 3Y Return (annualized) | +26.18% | - |
| 5Y Return (annualized) | +15.42% | - |
| Volatility (annualized) | 18.6%Best | 23.3% |
| Max Drawdown | -22.8% | -18.8%Best |
| $10,000 over 2 years | $15,215 | $15,356Best |
| Fund Family | Invesco (US) | ADRH |
| Category | Equity | Alternative |
| Style | Large Cap Growth | Multi Alternative |
| Inception | Mar 10, 1999 | Oct 1, 2024 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Oct 7, 2024 to Oct 14, 2026 (2 years).
QQQ vs SHEH 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 2 years both funds cover.
QQQ vs SHEH Performance
Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and Shell PLC ADRhedged (SHEH) is an ETF from ADRH. Over the past year QQQ returned +22.47% while SHEH returned +48.28%. Year to date, QQQ is up 19.30% versus a gain of 41.41% for SHEH.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SHEH has been the more volatile fund, with annualized monthly volatility of 23.3% compared with 18.6% 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 -22.8% for QQQ and -18.8% for SHEH. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at -0.47. They move together some of the time, and apart the rest.
Fees and Cost Over Time
QQQ charges 0.18% per year while SHEH charges 0.19%. On a $10,000 position that is $18 vs $19 annually, a gap of $1 per year that compounds over a long holding period. On income, QQQ currently yields 0.42% against 2.11% for SHEH.
Holdings Overlap
We hold position weights for 101 holdings in QQQ and 1 in SHEH, totalling 99.6% and 95.6% 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 101 positions we hold weights for in QQQ and 1 in SHEH, against full books of 321 and 5.
You are not choosing between two funds in isolation.
Whichever of QQQ and SHEH 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, QQQ or SHEH?
QQQ has an expense ratio of 0.18% while SHEH charges 0.19%. QQQ is the cheaper option, by $1 a year on a $10,000 investment.
Which performed better, QQQ or SHEH?
Over the past year QQQ returned +22.47% vs +48.28% for SHEH, so SHEH leads on 1-year performance. Over the longest common window we track (2 years), QQQ annualized +23.35% vs +23.92% for SHEH. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, QQQ or SHEH?
SHEH has been the more volatile fund at 23.3% annualized versus 18.6% for QQQ. Worst drawdown: QQQ -22.8% vs SHEH -18.8%.
Should I hold both QQQ and SHEH?
QQQ and SHEH have a monthly-return correlation of -0.47, 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, QQQ or SHEH?
QQQ yields 0.42% while SHEH yields 2.11%, so SHEH currently pays the higher dividend yield.
Is SHEH better than QQQ?
QQQ has a lower expense ratio. SHEH led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.