QQQ vs XOMO
Invesco QQQ Trust, Series 1 vs YieldMax XOM Option Income Strategy ETF
Which is better, QQQ or XOMO?
Large Cap Growth against Multi Alternative.
QQQ has a lower expense ratio. QQQ led over 3Y and the full window, XOMO over 1Y.
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 | XOMO |
|---|---|---|
| Expense Ratio | 0.18%Best | 1.17% |
| AUM | $506.1B | $38M |
| Dividend Yield | 0.42% | 40.17% |
| Holdings | 321 | 24 |
| YTD Return | +19.30% | +28.36%Best |
| 1Y Return | +22.47% | +37.06%Best |
| 3Y Return (annualized) | +26.18%Best | +12.32% |
| 5Y Return (annualized) | +15.42% | - |
| Volatility (annualized) | 17.4% | 17.2%Best |
| Max Drawdown | -22.8% | -18.9%Best |
| $10,000 over 3.1 years | $19,554Best | $13,464 |
| Fund Family | Invesco (US) | YieldMax ETF |
| Category | Equity | Alternative |
| Style | Large Cap Growth | Multi Alternative |
| Inception | Mar 10, 1999 | Aug 30, 2023 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.1 years row, are measured over the window both funds cover: Aug 31, 2023 to Oct 14, 2026 (3.1 years).
QQQ vs XOMO 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 3.1 years both funds cover.
QQQ vs XOMO Performance
Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and YieldMax XOM Option Income Strategy ETF (XOMO) is an ETF from YieldMax ETF. Over the past year QQQ returned +22.47% while XOMO returned +37.06%. Year to date, QQQ is up 19.30% versus a gain of 28.36% for XOMO.
Over three years, QQQ compounded at +26.18% per year against +12.32% for XOMO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 17.4% compared with 17.2% for XOMO. 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 -18.9% for XOMO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at -0.42. They move together some of the time, and apart the rest.
Fees and Cost Over Time
QQQ charges 0.18% per year while XOMO charges 1.17%. On a $10,000 position that is $18 vs $117 annually, a gap of $99 per year that compounds over a long holding period. On income, QQQ currently yields 0.42% against 40.17% for XOMO.
Holdings Overlap
We hold position weights for 101 holdings in QQQ and 2 in XOMO, totalling 99.6% and 15.0% 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 101 positions we hold weights for in QQQ and 2 in XOMO, against full books of 321 and 24.
You are not choosing between two funds in isolation.
Whichever of QQQ and XOMO 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 XOMO?
QQQ has an expense ratio of 0.18% while XOMO charges 1.17%. QQQ is the cheaper option, by $99 a year on a $10,000 investment.
Which performed better, QQQ or XOMO?
Over the past year QQQ returned +22.47% vs +37.06% for XOMO, so XOMO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, QQQ or XOMO?
QQQ has been the more volatile fund at 17.4% annualized versus 17.2% for XOMO. Worst drawdown: QQQ -22.8% vs XOMO -18.9%.
Should I hold both QQQ and XOMO?
QQQ and XOMO have a monthly-return correlation of -0.42, 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 XOMO?
QQQ yields 0.42% while XOMO yields 40.17%, so XOMO currently pays the higher dividend yield.
Is XOMO better than QQQ?
QQQ has a lower expense ratio. QQQ led over 3Y and the full window, XOMO over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.