QQQE vs IYM
Comparison between DIREXION NASDAQ-100(R) EQUAL WEIGHTED INDEX SHARES (QQQE, ETF) and ISHARES U.S. BASIC MATERIALS ETF (IYM, ETF).
5-Year PerformanceQQQE has outperformed IYM, delivering a return of +10.2% compared to +8.8%
QQQE vs IYM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
QQQE
$1.40B
IYM
$1.40B
Expense Ratio
Winner
QQQE
0.35%
IYM
0.38%
Max Drawdown
Winner
QQQE
34.83%
IYM
68.13%
Sharpe Ratio
QQQE
1.29
Winner
IYM
1.55
5Y Beta
QQQE
1.06
Winner
IYM
0.87
P/E Ratio
QQQE
38.06
Winner
IYM
33.44
Forward P/E
QQQE
21.29
Winner
IYM
17.95
PEG Ratio
Winner
QQQE
0.11
IYM
0.27
5Y Dividends CAGR
Winner
QQQE
7.10%
IYM
6.04%
5Y EPS CAGR
QQQE
17.84%
Winner
IYM
22.87%
Debt to Equity
QQQE
41.44%
Winner
IYM
33.75%
P/S Ratio
QQQE
4.28
Winner
IYM
2.54
P/B Ratio
QQQE
5.74
Winner
IYM
3.43
QQQE vs IYM - Holdings Comparison
QQQE and IYM have 3 common holdings. Overlap is 1.65%
QQQE's top 25 holdings weight is 38.35%. IYM's top 25 holdings weight is 92.75%.
| Rank | QQQE | IYM |
|---|---|---|
| #1 | MARVELL TECHNOLOGY INC (MRVL) - 2.68% | LINDE PLC (LIN) - 19.08% |
| #2 | ARM HOLDINGS PLC ADR (ARM) - 2.46% | NEWMONT CORP (NEM) - 10.04% |
| #3 | ADVANCED MICRO DEVICES INC (AMD) - 2.10% | FREEPORT-MCMORAN INC (FCX) - 8.72% |
| #4 | MICRON TECHNOLOGY INC (MU) - 2.04% | ECOLAB INC (ECL) - 5.53% |
| #5 | INTEL CORP (INTC) - 1.99% | NUCOR CORP (NUE) - 4.92% |
| #6 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.83% | AIR PRODUCTS AND CHEMICALS INC (APD) - 4.29% |
| #7 | DATADOG INC CLASS A (DDOG) - 1.74% | STEEL DYNAMICS INC (STLD) - 3.89% |
| #8 | WESTERN DIGITAL CORP (WDC) - 1.56% | FASTENAL CO (FAST) - 3.74% |
| #9 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 1.52% | ANGLOGOLD ASHANTI PLC (AU) - 3.37% |
| #10 | QUALCOMM INC (QCOM) - 1.50% | CARPENTER TECHNOLOGY CORP (CRS) - 2.53% |
| #11 | PALO ALTO NETWORKS INC (PANW) - 1.48% | ALCOA CORP (AA) - 2.34% |
| #12 | FORTINET INC (FTNT) - 1.48% | RELIANCE INC (RS) - 2.20% |
| #13 | NXP SEMICONDUCTORS NV (NXPI) - 1.37% | ALBEMARLE CORP (ALB) - 2.18% |
| #14 | SANDISK CORP ORDINARY SHARES (SNDK) - 1.37% | INTERNATIONAL FLAVORS & FRAGRANCES INC (IFF) - 2.02% |
| #15 | CISCO SYSTEMS INC (CSCO) - 1.34% | ROYAL GOLD INC (RGLD) - 1.99% |
| #16 | TEXAS INSTRUMENTS INC (TXN) - 1.33% | RBC BEARINGS INC (RBC) - 1.93% |
| #17 | BROADCOM INC (AVGO) - 1.26% | INTERNATIONAL PAPER CO (IP) - 1.91% |
| #18 | MICROCHIP TECHNOLOGY INC (MCHP) - 1.25% | CF INDUSTRIES HOLDINGS INC (CF) - 1.90% |
| #19 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.23% | LYONDELLBASELL INDUSTRIES NV CLASS A (LYB) - 1.86% |
| #20 | LAM RESEARCH CORP (LRCX) - 1.19% | SOUTHERN COPPER CORP (SCCO) - 1.84% |
| #21 | CADENCE DESIGN SYSTEMS INC (CDNS) - 1.19% | MUELLER INDUSTRIES INC (MLI) - 1.53% |
| #22 | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 1.11% | SOLSTICE ADVANCED MATERIALS INC (SOLS) - 1.50% |
| #23 | ANALOG DEVICES INC (ADI) - 1.11% | AVERY DENNISON CORP (AVY) - 1.29% |
| #24 | APPLIED MATERIALS INC (AMAT) - 1.11% | MP MATERIALS CORP ORDINARY SHARES CLASS A (MP) - 1.11% |
| #25 | KLA CORP (KLAC) - 1.11% | ELEMENT SOLUTIONS INC (ESI) - 1.04% |
| Total Holdings | 103 | 41 |
QQQE vs IYM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
QQQE
+8.93%
IYM
+5.16%
3M
Winner
QQQE
+21.62%
IYM
+8.89%
6M
QQQE
+19.52%
Winner
IYM
+25.12%
1Y
QQQE
+28.27%
Winner
IYM
+38.12%
5Y(CAGR)
Winner
QQQE
+10.22%
IYM
+8.82%
10Y(CAGR)
Winner
QQQE
+15.87%
IYM
+11.27%
Max(CAGR)
Winner
QQQE
+14.80%
IYM
+8.62%
QQQE vs IYM - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | QQQE | IYM |
|---|---|---|
| 2026 | +20.09% | +21.30% |
| 2025 | +14.64% | +21.73% |
| 2024 | +8.39% | -4.30% |
| 2023 | +34.41% | +13.12% |
| 2022 | -24.35% | -8.41% |
| 2021 | +19.60% | +26.40% |
| 2020 | +35.80% | +19.04% |
| 2019 | +35.57% | +18.37% |
| 2018 | -6.99% | -17.86% |
| 2017 | +25.17% | +24.09% |
| 2016 | +9.35% | +21.77% |
| 2015 | +2.74% | -12.86% |
| 2014 | +20.36% | +3.69% |
| 2013 | +36.82% | +16.86% |
| 2012 | -3.99% | +6.37% |
| 2011 | N/A | -16.01% |
| 2010 | N/A | +26.82% |
| 2009 | N/A | +57.70% |
| 2008 | N/A | -50.42% |
| 2007 | N/A | +33.32% |
| 2006 | N/A | +14.42% |
| 2005 | N/A | +5.52% |
| 2004 | N/A | +13.16% |
| 2003 | N/A | +31.73% |
| 2002 | N/A | -8.54% |
| 2001 | N/A | +4.38% |
| 2000 | N/A | +13.62% |
QQQE vs IYM Drawdown Comparison
The maximum drawdown for QQQE was -32.11%, occurring on Oct 14, 2022. Recovery took 545 trading sessions.
The maximum drawdown for IYM was -67.78%, occurring on Nov 20, 2008. Recovery took 1390 trading sessions.
| Rank | QQQE | IYM |
|---|---|---|
| #1 | -32.11% Nov 16, 2021 - Jan 19, 2024 | -67.78% Jun 18, 2008 - Dec 24, 2013 |
| #2 | -30.90% Feb 19, 2020 - Jun 5, 2020 | -42.75% Jan 26, 2018 - Sep 2, 2020 |
| #3 | -21.38% Feb 18, 2025 - Jun 30, 2025 | -31.03% Mar 19, 2002 - Nov 28, 2003 |
| #4 | -20.05% Aug 29, 2018 - Mar 19, 2019 | -29.92% Apr 19, 2022 - Apr 3, 2024 |
| #5 | -18.76% Jun 22, 2015 - Jul 28, 2016 | -29.86% Sep 18, 2014 - Dec 7, 2016 |
| #6 | -13.46% Mar 26, 2012 - Jan 11, 2013 | -28.52% May 21, 2001 - Mar 19, 2002 |
| #7 | -10.48% Jul 16, 2024 - Oct 14, 2024 | -23.61% Oct 18, 2024 - Oct 8, 2025 |
| #8 | -10.31% Feb 12, 2021 - Apr 15, 2021 | -17.68% May 9, 2006 - Jan 24, 2007 |
| #9 | -10.24% May 3, 2019 - Jul 3, 2019 | -17.36% Sep 6, 2000 - Dec 4, 2000 |
| #10 | -10.22% Jan 26, 2018 - Mar 12, 2018 | -16.78% Jul 19, 2007 - Oct 1, 2007 |
| #11 | -9.41% Jan 28, 2026 - Apr 17, 2026 | -15.98% Mar 4, 2005 - Jan 6, 2006 |
| #12 | -9.40% Sep 2, 2020 - Oct 12, 2020 | -14.93% Dec 26, 2007 - Feb 25, 2008 |
| #13 | -9.12% Mar 12, 2018 - Jul 12, 2018 | -14.15% Mar 8, 2001 - May 10, 2001 |
| #14 | -8.59% Sep 8, 2014 - Oct 31, 2014 | -13.61% Mar 2, 2026 - Jun 15, 2026 |
| #15 | -8.33% Jul 24, 2019 - Nov 1, 2019 | -12.99% Mar 1, 2004 - Sep 7, 2004 |
Correlation
Correlation between QQQE and IYM is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2000 - 2026)
QQQE vs IYM dividend yield comparison.
| Year | QQQE | IYM |
|---|---|---|
| 2026 | 0.13% | 0.51% |
| 2025 | 0.52% | 1.51% |
| 2024 | 0.86% | 1.65% |
| 2023 | 0.79% | 1.77% |
| 2022 | 0.98% | 2.14% |
| 2021 | 3.83% | 1.48% |
| 2020 | 0.54% | 1.39% |
| 2019 | 0.74% | 2.09% |
| 2018 | 0.80% | 1.68% |
| 2017 | 0.65% | 1.43% |
| 2016 | 1.17% | 1.47% |
| 2015 | 0.57% | 2.04% |
| 2014 | 1.36% | 1.77% |
| 2013 | 0.38% | 1.79% |
| 2012 | 1.30% | 1.94% |
| 2011 | 0.00% | 2.22% |
| 2010 | 0.00% | 1.12% |
| 2009 | 0.00% | 1.43% |
| 2008 | 0.00% | 3.18% |
| 2007 | 0.00% | 1.36% |
| 2006 | 0.00% | 1.99% |
| 2005 | 0.00% | 1.68% |
| 2004 | 0.00% | 1.47% |
| 2003 | 0.00% | 1.49% |
| 2002 | 0.00% | 1.77% |
| 2001 | 0.00% | 1.60% |
| 2000 | 0.00% | 1.17% |
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