QQQE vs SPY
Comparison between DIREXION NASDAQ-100(R) EQUAL WEIGHTED INDEX SHARES (QQQE, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed QQQE, delivering a return of +13.0% compared to +9.1%
QQQE vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
QQQE
$1.40B
Winner
SPY
$784B
Expense Ratio
QQQE
0.35%
Winner
SPY
0.09%
Max Drawdown
Winner
QQQE
34.83%
SPY
56.47%
Sharpe Ratio
QQQE
1.33
Winner
SPY
1.54
5Y Beta
QQQE
1.06
Winner
SPY
1.00
P/E Ratio
QQQE
38.75
Winner
SPY
27.62
Forward P/E
QQQE
21.69
Winner
SPY
21.11
PEG Ratio
QQQE
0.13
SPY
N/A
5Y Dividends CAGR
Winner
QQQE
10.31%
SPY
6.00%
5Y EPS CAGR
QQQE
18.22%
Winner
SPY
25.30%
Debt to Equity
QQQE
41.87%
Winner
SPY
31.11%
P/S Ratio
QQQE
4.28
Winner
SPY
3.49
P/B Ratio
QQQE
5.79
Winner
SPY
5.30
QQQE vs SPY - Holdings Comparison
QQQE and SPY have 89 common holdings. Overlap is 26.38%
QQQE's top 25 holdings weight is 38.52%. SPY's top 25 holdings weight is 51.24%.
| Rank | QQQE | SPY |
|---|---|---|
| #1 | MARVELL TECHNOLOGY INC (MRVL) - 2.60% | NVIDIA CORP (NVDA) - 7.81% |
| #2 | ARM HOLDINGS PLC ADR (ARM) - 2.45% | APPLE INC (AAPL) - 6.81% |
| #3 | INTEL CORP (INTC) - 2.18% | MICROSOFT CORP (MSFT) - 4.53% |
| #4 | ADVANCED MICRO DEVICES INC (AMD) - 2.06% | AMAZON.COM INC (AMZN) - 3.72% |
| #5 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.05% | ALPHABET INC CLASS A (GOOGL) - 3.39% |
| #6 | MICRON TECHNOLOGY INC (MU) - 1.98% | BROADCOM INC (AVGO) - 2.77% |
| #7 | WESTERN DIGITAL CORP (WDC) - 1.90% | ALPHABET INC CLASS C (GOOG) - 2.72% |
| #8 | SANDISK CORP ORDINARY SHARES (SNDK) - 1.61% | META PLATFORMS INC CLASS A (META) - 2.03% |
| #9 | DATADOG INC CLASS A (DDOG) - 1.51% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #10 | FORTINET INC (FTNT) - 1.48% | TESLA INC (TSLA) - 1.76% |
| #11 | PALO ALTO NETWORKS INC (PANW) - 1.41% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #12 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 1.36% | JPMORGAN CHASE & CO (JPM) - 1.38% |
| #13 | QUALCOMM INC (QCOM) - 1.35% | ELI LILLY AND CO (LLY) - 1.38% |
| #14 | TEXAS INSTRUMENTS INC (TXN) - 1.34% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | LAM RESEARCH CORP (LRCX) - 1.32% | EXXON MOBIL CORP (XOM) - 0.92% |
| #16 | NXP SEMICONDUCTORS NV (NXPI) - 1.30% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | APPLIED MATERIALS INC (AMAT) - 1.30% | VISA INC CLASS A (V) - 0.87% |
| #18 | KLA CORP (KLAC) - 1.30% | INTEL CORP (INTC) - 0.85% |
| #19 | CISCO SYSTEMS INC (CSCO) - 1.26% | WALMART INC (WMT) - 0.82% |
| #20 | MICROCHIP TECHNOLOGY INC (MCHP) - 1.24% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #21 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.15% | LAM RESEARCH CORP (LRCX) - 0.71% |
| #22 | CADENCE DESIGN SYSTEMS INC (CDNS) - 1.12% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #23 | ASML HOLDING NV ADR (ASML) - 1.12% | CATERPILLAR INC (CAT) - 0.68% |
| #24 | ANALOG DEVICES INC (ADI) - 1.10% | COSTCO WHOLESALE CORP (COST) - 0.68% |
| #25 | MONSTER BEVERAGE CORP (MNST) - 1.03% | MASTERCARD INC CLASS A (MA) - 0.63% |
| Total Holdings | 103 | 505 |
QQQE vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
QQQE
+1.93%
SPY
-1.41%
3M
Winner
QQQE
+20.30%
SPY
+12.54%
6M
Winner
QQQE
+14.74%
SPY
+6.77%
1Y
Winner
QQQE
+22.99%
SPY
+22.18%
5Y(CAGR)
QQQE
+9.15%
Winner
SPY
+13.04%
10Y(CAGR)
Winner
QQQE
+15.78%
SPY
+15.54%
Max(CAGR)
Winner
QQQE
+14.52%
SPY
+8.44%
QQQE vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | QQQE | SPY |
|---|---|---|
| 2026 | +16.32% | +7.90% |
| 2025 | +14.64% | +18.00% |
| 2024 | +8.39% | +25.59% |
| 2023 | +34.41% | +26.72% |
| 2022 | -24.35% | -18.64% |
| 2021 | +19.60% | +30.52% |
| 2020 | +35.80% | +17.28% |
| 2019 | +35.57% | +31.09% |
| 2018 | -6.99% | -5.24% |
| 2017 | +25.17% | +20.78% |
| 2016 | +9.35% | +13.59% |
| 2015 | +2.74% | +1.31% |
| 2014 | +20.36% | +14.56% |
| 2013 | +36.82% | +29.00% |
| 2012 | -3.99% | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
QQQE vs SPY Drawdown Comparison
The maximum drawdown for QQQE was -32.11%, occurring on Oct 14, 2022. Recovery took 545 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current QQQE drawdown is -3.14%. The current SPY drawdown is -3.22%.
| Rank | QQQE | SPY |
|---|---|---|
| #1 | -32.11% Nov 16, 2021 - Jan 19, 2024 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -30.90% Feb 19, 2020 - Jun 5, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -21.38% Feb 18, 2025 - Jun 30, 2025 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -20.05% Aug 29, 2018 - Mar 19, 2019 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -18.76% Jun 22, 2015 - Jul 28, 2016 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -13.46% Mar 26, 2012 - Jan 11, 2013 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -10.48% Jul 16, 2024 - Oct 14, 2024 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -10.31% Feb 12, 2021 - Apr 15, 2021 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -10.24% May 3, 2019 - Jul 3, 2019 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -10.22% Jan 26, 2018 - Mar 12, 2018 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -9.41% Jan 28, 2026 - Apr 17, 2026 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -9.40% Sep 2, 2020 - Oct 12, 2020 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -9.12% Mar 12, 2018 - Jul 12, 2018 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -8.59% Sep 8, 2014 - Oct 31, 2014 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -8.33% Jul 24, 2019 - Nov 1, 2019 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between QQQE and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (1999 - 2026)
QQQE vs SPY dividend yield comparison.
| Year | QQQE | SPY |
|---|---|---|
| 2026 | 0.30% | 0.50% |
| 2025 | 0.52% | 1.07% |
| 2024 | 0.86% | 1.21% |
| 2023 | 0.79% | 1.40% |
| 2022 | 0.98% | 1.65% |
| 2021 | 3.83% | 1.20% |
| 2020 | 0.54% | 1.52% |
| 2019 | 0.74% | 1.75% |
| 2018 | 0.80% | 2.04% |
| 2017 | 0.65% | 1.80% |
| 2016 | 1.17% | 2.03% |
| 2015 | 0.57% | 2.06% |
| 2014 | 1.36% | 1.87% |
| 2013 | 0.38% | 1.81% |
| 2012 | 1.30% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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