QQQE vs UTES
Comparison between DIREXION NASDAQ-100(R) EQUAL WEIGHTED INDEX SHARES (QQQE, ETF) and VIRTUS REAVES UTILITIES ETF (UTES, ETF).
5-Year PerformanceUTES has outperformed QQQE, delivering a return of +14.0% compared to +8.9%
QQQE vs UTES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
QQQE
$1.30B
UTES
$1.30B
Expense Ratio
Winner
QQQE
0.35%
UTES
0.49%
Max Drawdown
Winner
QQQE
34.83%
UTES
35.71%
Sharpe Ratio
Winner
QQQE
1.24
UTES
-0.28
5Y Beta
QQQE
1.06
Winner
UTES
0.69
P/E Ratio
QQQE
34.77
Winner
UTES
25.28
Forward P/E
QQQE
21.28
Winner
UTES
18.93
PEG Ratio
Winner
QQQE
0.12
UTES
1.04
5Y Dividends CAGR
Winner
QQQE
10.31%
UTES
1.74%
5Y EPS CAGR
Winner
QQQE
17.87%
UTES
7.26%
Debt to Equity
Winner
QQQE
36.22%
UTES
209.82%
P/S Ratio
QQQE
4.20
Winner
UTES
2.81
P/B Ratio
QQQE
5.54
Winner
UTES
2.93
QQQE vs UTES - Holdings Comparison
QQQE and UTES have 3 common holdings. Overlap is 2.96%
QQQE's top 25 holdings weight is 28.37%. UTES's top 25 holdings weight is 99.93%.
| Rank | QQQE | UTES |
|---|---|---|
| #1 | APPLIED MATERIALS INC (AMAT) - 1.27% | CONSTELLATION ENERGY CORP (CEG) - 11.53% |
| #2 | PAYPAL HOLDINGS INC (PYPL) - 1.26% | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 10.86% |
| #3 | PALO ALTO NETWORKS INC (PANW) - 1.23% | VISTRA CORP (VST) - 9.69% |
| #4 | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 1.19% | XCEL ENERGY INC (XEL) - 7.16% |
| #5 | CINTAS CORP (CTAS) - 1.18% | CENTERPOINT ENERGY INC (CNP) - 6.59% |
| #6 | COCA-COLA EUROPACIFIC PARTNERS PLC (CCEP) - 1.17% | NISOURCE INC (NI) - 5.26% |
| #7 | PAYCHEX INC (PAYX) - 1.17% | ALLIANT ENERGY CORP (LNT) - 4.84% |
| #8 | FORTINET INC (FTNT) - 1.16% | AMERICAN ELECTRIC POWER CO INC (AEP) - 4.82% |
| #9 | AXON ENTERPRISE INC (AXON) - 1.15% | ENTERGY CORP (ETR) - 4.78% |
| #10 | PACCAR INC (PCAR) - 1.15% | IDACORP INC (IDA) - 4.77% |
| #11 | KLA CORP (KLAC) - 1.14% | WEC ENERGY GROUP INC (WEC) - 4.37% |
| #12 | ASML HOLDING NV ADR (ASML) - 1.13% | AMEREN CORP (AEE) - 4.08% |
| #13 | AUTOMATIC DATA PROCESSING INC (ADP) - 1.12% | NEXTERA ENERGY INC (NEE) - 4.07% |
| #14 | CSX CORP (CSX) - 1.11% | NRG ENERGY INC (NRG) - 4.06% |
| #15 | REGENERON PHARMACEUTICALS INC (REGN) - 1.11% | DTE ENERGY CO (DTE) - 3.99% |
| #16 | AMGEN INC (AMGN) - 1.10% | CMS ENERGY CORP (CMS) - 3.68% |
| #17 | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 1.09% | PINNACLE WEST CAPITAL CORP (PNW) - 3.02% |
| #18 | MERCADOLIBRE INC (MELI) - 1.09% | SEMPRA (SRE) - 1.94% |
| #19 | ROPER TECHNOLOGIES INC (ROP) - 1.09% | EVERGY INC (EVRG) - 0.42% |
| #20 | VERTEX PHARMACEUTICALS INC (VRTX) - 1.09% | N/A |
| #21 | BOOKING HOLDINGS INC (BKNG) - 1.08% | N/A |
| #22 | MONSTER BEVERAGE CORP (MNST) - 1.08% | N/A |
| #23 | THE KRAFT HEINZ CO (KHC) - 1.08% | N/A |
| #24 | ADVANCED MICRO DEVICES INC (AMD) - 1.07% | N/A |
| #25 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 1.06% | N/A |
| Total Holdings | 105 | 19 |
QQQE vs UTES - Historical Returns
Returns include dividend reinvestment.
1M
Winner
QQQE
+2.15%
UTES
-5.72%
3M
Winner
QQQE
+8.64%
UTES
-6.38%
6M
Winner
QQQE
+19.31%
UTES
+0.29%
1Y
Winner
QQQE
+25.46%
UTES
-5.01%
5Y(CAGR)
QQQE
+8.89%
Winner
UTES
+14.01%
10Y(CAGR)
Winner
QQQE
+15.07%
UTES
+11.82%
Max(CAGR)
Winner
QQQE
+14.60%
UTES
+13.30%
QQQE vs UTES - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | QQQE | UTES |
|---|---|---|
| 2026 | +19.53% | -4.33% |
| 2025 | +14.64% | +22.66% |
| 2024 | +8.39% | +43.95% |
| 2023 | +34.41% | -1.97% |
| 2022 | -24.35% | +1.90% |
| 2021 | +19.60% | +23.82% |
| 2020 | +35.80% | +1.59% |
| 2019 | +35.57% | +27.65% |
| 2018 | -6.99% | +6.28% |
| 2017 | +25.17% | +14.80% |
| 2016 | +9.35% | +16.95% |
| 2015 | +2.74% | +5.54% |
| 2014 | +20.36% | N/A |
| 2013 | +36.82% | N/A |
| 2012 | -3.99% | N/A |
QQQE vs UTES Drawdown Comparison
The maximum drawdown for QQQE was -32.11%, occurring on Oct 14, 2022. Recovery took 545 trading sessions.
The maximum drawdown for UTES was -35.37%, occurring on Mar 23, 2020. Recovery took 295 trading sessions.
The current QQQE drawdown is -0.46%. The current UTES drawdown is -11.47%.
| Rank | QQQE | UTES |
|---|---|---|
| #1 | -32.11% Nov 16, 2021 - Jan 19, 2024 | -35.37% Feb 18, 2020 - Apr 20, 2021 |
| #2 | -30.90% Feb 19, 2020 - Jun 5, 2020 | -20.39% Sep 12, 2022 - Apr 25, 2024 |
| #3 | -21.38% Feb 18, 2025 - Jun 30, 2025 | -17.62% Jan 24, 2025 - May 19, 2025 |
| #4 | -20.05% Aug 29, 2018 - Mar 19, 2019 | -15.99% Apr 8, 2022 - Aug 12, 2022 |
| #5 | -18.76% Jun 22, 2015 - Jul 28, 2016 | -13.88% Oct 15, 2025 - Feb 4, 2026 |
| #6 | -13.46% Mar 26, 2012 - Jan 11, 2013 | -13.20% Nov 27, 2017 - Jul 6, 2018 |
| #7 | -10.48% Jul 16, 2024 - Oct 14, 2024 | -12.43% Jul 6, 2016 - Mar 24, 2017 |
| #8 | -10.31% Feb 12, 2021 - Apr 15, 2021 | -10.42% Nov 26, 2024 - Jan 16, 2025 |
| #9 | -10.24% May 3, 2019 - Jul 3, 2019 | -9.80% Dec 31, 2021 - Mar 24, 2022 |
| #10 | -10.22% Jan 26, 2018 - Mar 12, 2018 | -8.97% Dec 13, 2018 - Feb 21, 2019 |
| #11 | -9.41% Jan 28, 2026 - Apr 17, 2026 | -8.59% Sep 2, 2021 - Dec 6, 2021 |
| #12 | -9.40% Sep 2, 2020 - Oct 12, 2020 | -7.78% Oct 4, 2024 - Nov 18, 2024 |
| #13 | -9.12% Mar 12, 2018 - Jul 12, 2018 | -6.74% Aug 4, 2025 - Oct 1, 2025 |
| #14 | -8.59% Sep 8, 2014 - Oct 31, 2014 | -6.63% Sep 30, 2019 - Jan 15, 2020 |
| #15 | -8.33% Jul 24, 2019 - Nov 1, 2019 | -6.45% May 31, 2024 - Aug 15, 2024 |
Correlation
Correlation between QQQE and UTES is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2012 - 2026)
QQQE vs UTES dividend yield comparison.
| Year | QQQE | UTES |
|---|---|---|
| 2026 | 0.29% | 0.74% |
| 2025 | 0.52% | 1.42% |
| 2024 | 0.86% | 1.51% |
| 2023 | 0.79% | 2.44% |
| 2022 | 0.98% | 2.13% |
| 2021 | 3.83% | 1.94% |
| 2020 | 0.54% | 2.09% |
| 2019 | 0.74% | 1.84% |
| 2018 | 0.80% | 2.09% |
| 2017 | 0.65% | 3.44% |
| 2016 | 1.17% | 3.53% |
| 2015 | 0.57% | 0.61% |
| 2014 | 1.36% | 0.00% |
| 2013 | 0.38% | 0.00% |
| 2012 | 1.30% | 0.00% |
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