KQQQ vs SMDX
Comparison between Kurv Technology Titans Select ETF (KQQQ, ETF) and INTECH S&P SMALL-MID CAP DIVERSIFIED ALPHA ETF (SMDX, ETF).
KQQQ vs SMDX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
KQQQ
$127M
Winner
SMDX
$127M
Expense Ratio
KQQQ
0.99%
Winner
SMDX
0.35%
Max Drawdown
KQQQ
27.41%
Winner
SMDX
14.52%
Sharpe Ratio
Winner
KQQQ
1.53
SMDX
1.48
5Y Beta
KQQQ
1.24
Winner
SMDX
0.95
P/E Ratio
KQQQ
37.99
Winner
SMDX
22.88
Forward P/E
KQQQ
31.21
Winner
SMDX
14.65
PEG Ratio
KQQQ
0.63
SMDX
N/A
5Y EPS CAGR
Winner
KQQQ
27.50%
SMDX
16.61%
Debt to Equity
Winner
KQQQ
37.43%
SMDX
49.70%
P/S Ratio
KQQQ
7.28
Winner
SMDX
1.27
P/B Ratio
KQQQ
8.86
Winner
SMDX
2.34
KQQQ vs SMDX - Holdings Comparison
KQQQ and SMDX have 1 common holdings. Overlap is -1.96%
KQQQ's top 25 holdings weight is 84.19%. SMDX's top 25 holdings weight is 19.15%.
| Rank | KQQQ | SMDX |
|---|---|---|
| #1 | ALPHABET INC CLASS A (GOOGL) - 11.25% | JONES LANG LASALLE INC (JLL) - 1.25% |
| #2 | AMAZON.COM INC (AMZN) - 9.60% | EAST WEST BANCORP INC (EWBC) - 1.24% |
| #3 | BROADCOM INC (AVGO) - 7.56% | US FOODS HOLDING CORP (USFD) - 1.02% |
| #4 | INTEL CORP (INTC) - 5.99% | XPO INC (XPO) - 1.01% |
| #5 | ADVANCED MICRO DEVICES INC (AMD) - 4.80% | LAMAR ADVERTISING CO CLASS A (LAMR) - 1.01% |
| #6 | APPLE INC (AAPL) - 4.24% | TENET HEALTHCARE CORP (THC) - 0.96% |
| #7 | META PLATFORMS INC CLASS A (META) - 4.23% | EXELIXIS INC (EXEL) - 0.89% |
| #8 | NETFLIX INC (NFLX) - 3.07% | UNITED THERAPEUTICS CORP (UTHR) - 0.88% |
| #9 | TESLA INC (TSLA) - 2.99% | AECOM (ACM) - 0.88% |
| #10 | NVIDIA CORP (NVDA) - 2.97% | ORMAT TECHNOLOGIES INC (ORA) - 0.81% |
| #11 | APPLIED MATERIALS INC (AMAT) - 2.80% | EVERPURE INC CLASS A (P) - 0.76% |
| #12 | MU 09/18/2026 950 C (n/a) - 2.77% | MEDPACE HOLDINGS INC (MEDP) - 0.75% |
| #13 | FIDELITY INV MM GOVERNMENT I (FIGXX) - 2.58% | WOODWARD INC (WWD) - 0.75% |
| #14 | OTHER ASSETS AND LIABILITIES (n/a) - 2.51% | ACUITY INC (AYI) - 0.73% |
| #15 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 2.40% | UNIVERSAL DISPLAY CORP (OLED) - 0.73% |
| #16 | UBER TECHNOLOGIES INC (UBER) - 2.18% | VALLEY NATIONAL BANCORP (VLY) - 0.71% |
| #17 | CISCO SYSTEMS INC (CSCO) - 1.87% | BRADY CORP CLASS A (BRC) - 0.70% |
| #18 | RTX CORP (RTX) - 1.82% | COMMERCIAL METALS CO (CMC) - 0.70% |
| #19 | SPOTIFY TECHNOLOGY SA (SPOT) - 1.75% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 0.69% |
| #20 | MICROSOFT CORP (MSFT) - 1.54% | GRANITE CONSTRUCTION INC (GVA) - 0.68% |
| #21 | AAPL 06/18/2026 265 C (n/a) - 1.40% | ROGERS CORP (ROG) - 0.41% |
| #22 | NVDA 06/18/2026 186 C (n/a) - 1.33% | INTERFACE INC (TILE) - 0.40% |
| #23 | QQQ US 09/18/26 P690 (n/a) - 0.94% | CARLISLE COMPANIES INC (CSL) - 0.40% |
| #24 | MSFT 06/18/2026 410 C (n/a) - 0.84% | AUTONATION INC (AN) - 0.40% |
| #25 | AVGO US 06/18/26 C175 (n/a) - 0.76% | ENERSYS (ENS) - 0.39% |
| Total Holdings | 54 | 519 |
KQQQ vs SMDX - Historical Returns
Returns include dividend reinvestment.
1M
KQQQ
-0.28%
Winner
SMDX
+4.56%
3M
Winner
KQQQ
+21.49%
SMDX
+14.62%
6M
KQQQ
+14.89%
Winner
SMDX
+15.25%
1Y
Winner
KQQQ
+35.44%
SMDX
+30.95%
Max(CAGR)
KQQQ
+23.47%
Winner
SMDX
+25.01%
KQQQ vs SMDX - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | KQQQ | SMDX |
|---|---|---|
| 2026 | +15.05% | +15.26% |
| 2025 | +17.11% | +14.21% |
| 2024 | +11.46% | N/A |
KQQQ vs SMDX Drawdown Comparison
The maximum drawdown for KQQQ was -26.15%, occurring on Apr 8, 2025. Recovery took 126 trading sessions.
The maximum drawdown for SMDX was -14.52%, occurring on Apr 7, 2025. Recovery took 50 trading sessions.
The current KQQQ drawdown is -4.83%.
| Rank | KQQQ | SMDX |
|---|---|---|
| #1 | -26.15% Dec 24, 2024 - Jun 30, 2025 | -14.52% Feb 28, 2025 - May 12, 2025 |
| #2 | -17.34% Oct 29, 2025 - Apr 24, 2026 | -8.66% Feb 6, 2026 - Apr 14, 2026 |
| #3 | -10.26% Jul 23, 2024 - Aug 19, 2024 | -6.74% Oct 27, 2025 - Nov 28, 2025 |
| #4 | -8.11% Aug 21, 2024 - Sep 19, 2024 | -5.15% Sep 11, 2025 - Oct 24, 2025 |
| #5 | -7.38% Jun 2, 2026 - Jun 10, 2026 | -4.44% May 6, 2026 - Jun 4, 2026 |
| #6 | -3.79% May 14, 2026 - May 26, 2026 | -3.79% Jul 25, 2025 - Aug 12, 2025 |
| #7 | -3.65% Oct 29, 2024 - Nov 6, 2024 | -3.74% May 16, 2025 - Jun 23, 2025 |
| #8 | -3.37% Aug 12, 2025 - Sep 8, 2025 | -3.16% Jul 10, 2025 - Jul 25, 2025 |
| #9 | -3.27% Nov 8, 2024 - Dec 2, 2024 | -2.52% Dec 11, 2025 - Jan 6, 2026 |
| #10 | -2.99% Sep 22, 2025 - Oct 24, 2025 | -2.21% Apr 20, 2026 - May 6, 2026 |
| #11 | -2.53% Jul 31, 2025 - Aug 6, 2025 | -1.76% Aug 13, 2025 - Aug 22, 2025 |
| #12 | -2.49% Dec 16, 2024 - Dec 24, 2024 | -1.69% Jan 15, 2026 - Jan 21, 2026 |
| #13 | -2.01% Oct 22, 2024 - Oct 29, 2024 | -1.56% Jan 21, 2026 - Feb 4, 2026 |
| #14 | -1.75% Sep 30, 2024 - Oct 8, 2024 | -1.42% Jun 4, 2026 - Jun 11, 2026 |
| #15 | -1.56% Jun 30, 2025 - Jul 3, 2025 | -1.08% Aug 27, 2025 - Sep 4, 2025 |
Correlation
Correlation between KQQQ and SMDX is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2024 - 2026)
KQQQ vs SMDX dividend yield comparison.
| Year | KQQQ | SMDX |
|---|---|---|
| 2026 | 6.22% | 0.00% |
| 2025 | 12.01% | 0.61% |
| 2024 | 2.48% | 0.00% |
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