Fund index
QQQ
24 articles on this site analyse QQQ — 5 of them head-on.
Most often compared against
5Measures applied to it
8All articles
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How Concentrated Is Your Index, Really? Measuring the Effective Number of Holdings
A fund's holding count is a headline number; the effective number of holdings — the count an equal-weighted portfolio would need to match the same...
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ARKK vs QQQ: Disruptive Innovation vs the Nasdaq-100 — What a Full Cycle Revealed
Over the trailing five years QQQ compounded at 15.6% annually while ARKK compounded at −8.1% — the two funds did not just diverge in degree, they diverged...
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The Hidden Chip Bet in Your Index Fund: How Much Semiconductor Exposure QQQ, VOO, and VTI Really Carry
Cap-weighting quietly routes the same handful of mega-cap AI and semiconductor names into QQQ, VOO, and VTI — so "broad" and "concentrated" have become a...
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How Much ETF Overlap Is Too Much? Measuring Redundancy in a Long-Term Core
Holding VOO, QQQ, and VGT together does not add diversification — it stacks three different wrappers around the same mega-cap names, so the second and third...
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SCHG vs VUG: Large-Cap Growth Twins — Where the Index Construction Diverges
On the realized record, SCHG and VUG are statistically indistinguishable: a 1 basis-point fee gap, near-identical five-year volatility, and drawdowns within...
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VGT vs QQQ: Tech Sector vs Nasdaq-100 — How Different Are They Really?
VGT is a pure GICS Information Technology sector fund; QQQ is the Nasdaq-100, a multi-sector index that excludes some of the names most people assume are...
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QQQ vs QQQM: Same Index, Different Wrapper — When the Cheaper Twin Actually Wins
QQQ and QQQM track the identical index (the Nasdaq-100), so their return difference over five years is a rounding error — 17.2% vs 17.3% CAGR. The real...
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Why I Track Drawdown Recovery Time, Not Just Max Drawdown
Maximum drawdown tells you how deep the hole was; recovery time tells you how long you spent in it. They are not interchangeable. Recovery math is convex: a...
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IGV vs WCLD vs QQQ: Breaking Down the 'Tech Beta' Stack
IGV, WCLD, and QQQ are sold as "tech ETFs" but they are not interchangeable. QQQ is a diversified large-cap growth index, IGV is a concentrated software...
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The Honest Math of Daily-Reset Leverage: What QLD, SSO, and TQQQ Actually Cost in a 4% Rate Regime
A 2x daily-reset ETF such as QLD does not deliver 2x the annual return of the Nasdaq-100. It delivers roughly 2x of each daily return, compounded — a...
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The Final-Decade Asymmetry: How Long-Horizon ETF Compounding Actually Distributes
The arithmetic of a 30-year, $500/month plan at a 9% nominal CAGR has roughly 80% of the terminal balance coming from compounded returns, not from...
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Why Capital Preservation Is the Secret to Winning with Leveraged Assets
The case for capital preservation in a leveraged portfolio is not a temperament argument — it is an arithmetic one. Drawdown recovery is non-linear: a 50%...
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What Rising Interest Rates Mean for Leveraged ETF Borrowing Costs
Leveraged ETFs do not borrow on margin. They obtain exposure through total return swaps whose financing leg is reset daily at short-term rates (Fed Funds or...
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TQQQ Analysis: Is a 3x Nasdaq-100 Strategy Viable for a 30-Year Horizon?
TQQQ's 10-year 44.9% CAGR was earned in a specific regime — near-zero financing costs, persistent Nasdaq-100 leadership, manageable realized volatility. The...
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Leveraged ETFs vs Index ETFs: What Daily Reset Actually Costs a Long-Term Holder
Leveraged ETFs are engineered to deliver a multiple of the index's daily return, then reset every evening. Their multi-year payoff is path-dependent, not...
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The Math of Leveraged ETF Decay: Myth vs. Reality in Trending Markets
Daily-reset leverage produces a return that, over any non-trivial horizon, is not L times the index — it is L times the daily return, compounded, then taxed...
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Leveraged ETF Satellites in a Long-Term Core: The Drawdown Math Most Plans Skip
Over the last five years, TQQQ (3x QQQ) realized a 27.0% CAGR — roughly 1.5x QQQM's 17.6%, not 3x — while drawing down 81.7% peak-to-trough. QLD (2x QQQ)...
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The Honest Math of Leveraged ETFs: What Long-Horizon Investors Need to Understand Before Holding 2x or 3x
Over the trailing five years, TQQQ compounded at 27.0% while QQQ compounded at 17.6%. A 3x daily-reset product captured roughly 1.5x of the underlying — not...
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QLD vs SSO: What 2x Leveraged ETFs Actually Cost a Long-Term Holder
Over the last five years QLD compounded at 24.9% versus QQQ's 17.6% — meaningful, but well short of the naive "2x" expectation of roughly 35% once...
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TQQQ vs QQQM: What Live Returns Reveal About 3x Leverage Over a Full Cycle
Over the trailing five years, TQQQ realized only ~1.53× the CAGR of QQQM (27.0% vs 17.6%), not 3×. Daily resets, financing costs, and the 2022 drawdown...
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VOO vs QQQM vs TQQQ: What 5-Year Volatility and Drawdown Tell Us About Leverage in a Long-Term Core
Over the trailing five years, TQQQ delivered ~27.0% annualized but with 66.6% realized volatility and an 81.7% peak-to-trough drawdown — a hole that...
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The Honest Math of Leveraged ETFs: A 5-Year Data Read on TQQQ, SSO, and UPRO
Over the trailing five years, TQQQ delivered roughly 1.5x the realized CAGR of QQQM — not 3x — while taking on roughly 3x the drawdown and 3x the...
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The Yield-vs-Growth Question in 2026: Reading SCHD Against VOO, QQQM, AVUV, and ROE
With the 10-year Treasury at 4.5% and CPI still running near 3.9% YoY, the opportunity cost of holding a US dividend tilt is no longer zero — but the...
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If the Nasdaq 100 Corrects 20%, Will Long-Term Investors Lose Money? (10+ Year Analysis)
A 20% Nasdaq-100 drawdown is the index's textbook resting state, not its tail event — the real long-term risk lives in the 50% and 80% drawdowns sitting in...
Mentions are detected across the full text of every article, so an appearance may be a passing comparison rather than the subject. Nothing here is a recommendation to buy or sell — see the disclaimer.