QQQ vs SURI
Invesco QQQ Trust, Series 1 vs Simplify Propel Opportunities ETF
Which is better, QQQ or SURI?
Large Cap Growth against Allocation/Balanced.
QQQ has a lower expense ratio. QQQ led over 1Y, 3Y 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 | SURI |
|---|---|---|
| Expense Ratio | 0.18%Best | 2.56% |
| AUM | $506.1B | $75M |
| Dividend Yield | 0.42% | 15.67% |
| Holdings | 321 | 40 |
| YTD Return | +19.30%Best | +13.31% |
| 1Y Return | +22.47%Best | +22.43% |
| 3Y Return (annualized) | +26.18%Best | +12.19% |
| 5Y Return (annualized) | +15.42% | - |
| Volatility (annualized) | 17.2%Best | 29.6% |
| Max Drawdown | -22.8%Best | -47.8% |
| $10,000 over 3.7 years | $24,583Best | $12,345 |
| Fund Family | Invesco (US) | Simplify Exchange Traded Funds |
| Category | Equity | Allocation/Balanced |
| Style | Large Cap Growth | Allocation/Balanced |
| Inception | Mar 10, 1999 | Feb 7, 2023 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.7 years row, are measured over the window both funds cover: Feb 8, 2023 to Oct 14, 2026 (3.7 years).
QQQ vs SURI 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 3.7 years both funds cover.
QQQ vs SURI Performance
Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and Simplify Propel Opportunities ETF (SURI) is an ETF from Simplify Exchange Traded Funds. Over the past year QQQ returned +22.47% while SURI returned +22.43%. Year to date, QQQ is up 19.30% versus a gain of 13.31% for SURI.
Over three years, QQQ compounded at +26.18% per year against +12.19% for SURI. Across the full 4-year window we track, QQQ has the edge at +27.52% annualized vs +5.86%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SURI has been the more volatile fund, with annualized monthly volatility of 29.6% compared with 17.2% 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 -47.8% for SURI. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.27. They move largely independently of each other.
Fees and Cost Over Time
QQQ charges 0.18% per year while SURI charges 2.56%. On a $10,000 position that is $18 vs $256 annually, a gap of $238 per year that compounds over a long holding period. On income, QQQ currently yields 0.42% against 15.67% for SURI.
Holdings Overlap
We hold position weights for 101 holdings in QQQ and 28 in SURI, totalling 99.6% and 90.3% 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 28 in SURI, against full books of 321 and 40.
You are not choosing between two funds in isolation.
Whichever of QQQ and SURI 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 SURI?
QQQ has an expense ratio of 0.18% while SURI charges 2.56%. QQQ is the cheaper option, by $238 a year on a $10,000 investment.
Which performed better, QQQ or SURI?
Over the past year QQQ returned +22.47% vs +22.43% for SURI, so QQQ leads on 1-year performance. Over the longest common window we track (4 years), QQQ annualized +27.52% vs +5.86% for SURI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, QQQ or SURI?
SURI has been the more volatile fund at 29.6% annualized versus 17.2% for QQQ. Worst drawdown: QQQ -22.8% vs SURI -47.8%.
Should I hold both QQQ and SURI?
QQQ and SURI have a monthly-return correlation of 0.27, 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 SURI?
QQQ yields 0.42% while SURI yields 15.67%, so SURI currently pays the higher dividend yield.
Is SURI better than QQQ?
QQQ has a lower expense ratio. QQQ led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.