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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 +9.0%

QQQE vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
QQQE
$1.40B
Winner
SPY
$781B
Expense Ratio
QQQE
0.35%
Winner
SPY
0.09%
Max Drawdown
Winner
QQQE
34.83%
SPY
56.47%
Sharpe Ratio
QQQE
1.09
Winner
SPY
1.34
5Y Beta
QQQE
1.06
Winner
SPY
1.00
P/E Ratio
QQQE
38.61
Winner
SPY
28.84
Forward P/E
QQQE
22.54
Winner
SPY
21.59
PEG Ratio
QQQE
0.14
SPY
N/A
5Y Dividends CAGR
Winner
QQQE
10.31%
SPY
6.00%
5Y EPS CAGR
QQQE
17.54%
Winner
SPY
25.26%
Debt to Equity
QQQE
41.40%
Winner
SPY
31.47%
P/S Ratio
QQQE
3.97
Winner
SPY
3.85
P/B Ratio
Winner
QQQE
5.31
SPY
5.70

QQQE vs SPY - Holdings Comparison

QQQE and SPY have 88 common holdings. Overlap is 25.80%

QQQE's top 25 holdings weight is 28.43%. SPY's top 25 holdings weight is 51.08%.

RankQQQESPY
#1
AXON ENTERPRISE INC (AXON) - 1.43%
NVIDIA CORP (NVDA) - 7.50%
#2
APPLIED MATERIALS INC (AMAT) - 1.23%
APPLE INC (AAPL) - 6.58%
#3
DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 1.23%
MICROSOFT CORP (MSFT) - 4.29%
#4
PALO ALTO NETWORKS INC (PANW) - 1.19%
AMAZON.COM INC (AMZN) - 3.61%
#5
COCA-COLA EUROPACIFIC PARTNERS PLC (CCEP) - 1.17%
ALPHABET INC CLASS A (GOOGL) - 3.24%
#6
VERTEX PHARMACEUTICALS INC (VRTX) - 1.17%
BROADCOM INC (AVGO) - 2.77%
#7
FORTINET INC (FTNT) - 1.15%
ALPHABET INC CLASS C (GOOG) - 2.58%
#8
TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 1.15%
MICRON TECHNOLOGY INC (MU) - 2.01%
#9
PACCAR INC (PCAR) - 1.13%
META PLATFORMS INC CLASS A (META) - 1.91%
#10
KLA CORP (KLAC) - 1.13%
TESLA INC (TSLA) - 1.83%
#11
MARVELL TECHNOLOGY INC (MRVL) - 1.12%
ADVANCED MICRO DEVICES INC (AMD) - 1.47%
#12
ROPER TECHNOLOGIES INC (ROP) - 1.12%
ELI LILLY AND CO (LLY) - 1.47%
#13
ASTERA LABS INC (ALAB) - 1.12%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.42%
#14
AUTOMATIC DATA PROCESSING INC (ADP) - 1.11%
JPMORGAN CHASE & CO (JPM) - 1.36%
#15
AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 1.11%
INTEL CORP (INTC) - 1.02%
#16
PAYCHEX INC (PAYX) - 1.11%
JOHNSON & JOHNSON (JNJ) - 0.95%
#17
REGENERON PHARMACEUTICALS INC (REGN) - 1.10%
APPLIED MATERIALS INC (AMAT) - 0.89%
#18
MONSTER BEVERAGE CORP (MNST) - 1.10%
VISA INC CLASS A (V) - 0.88%
#19
AMGEN INC (AMGN) - 1.09%
EXXON MOBIL CORP (XOM) - 0.88%
#20
BOOKING HOLDINGS INC (BKNG) - 1.09%
LAM RESEARCH CORP (LRCX) - 0.84%
#21
AMERICAN ELECTRIC POWER CO INC (AEP) - 1.08%
WALMART INC (WMT) - 0.77%
#22
LINDE PLC (LIN) - 1.08%
CATERPILLAR INC (CAT) - 0.76%
#23
ASML HOLDING NV ADR (ASML) - 1.08%
CISCO SYSTEMS INC (CSCO) - 0.72%
#24
CSX CORP (CSX) - 1.07%
ABBVIE INC (ABBV) - 0.69%
#25
MERCADOLIBRE INC (MELI) - 1.07%
COSTCO WHOLESALE CORP (COST) - 0.64%
Total Holdings105502

QQQE vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
QQQE
-2.70%
Winner
SPY
-0.14%
3M
Winner
QQQE
+15.36%
SPY
+8.54%
6M
Winner
QQQE
+14.65%
SPY
+9.48%
1Y
QQQE
+21.44%
Winner
SPY
+21.66%
5Y(CAGR)
QQQE
+9.00%
Winner
SPY
+13.03%
10Y(CAGR)
QQQE
+15.02%
Winner
SPY
+15.12%
Max(CAGR)
Winner
QQQE
+14.49%
SPY
+8.52%

QQQE vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearQQQESPY
2026+16.85%+10.64%
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%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/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 -2.70%. The current SPY drawdown is -0.77%.

RankQQQESPY
#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.

YearQQQESPY
20260.30%0.49%
20250.52%1.07%
20240.86%1.21%
20230.79%1.40%
20220.98%1.65%
20213.83%1.20%
20200.54%1.52%
20190.74%1.75%
20180.80%2.04%
20170.65%1.80%
20161.17%2.03%
20150.57%2.06%
20141.36%1.87%
20130.38%1.81%
20121.30%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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