STAX vs QQQ

ASTAX

BQQQ

Measures won3–1STAX wins · of 6 · 5Y

$10,000 · 5Y$17,871QQQ · SPY $17,358

Lowest cost0.09%SPY · $9 on $10k

Most income3.20%STAX · $320 on $10k

Smallest drop−2.7%STAX · worst fall in 1Y

Held in common[…]STAX and QQQ

Nomura Tax-Free USA Short Term ETF · $11MInvesco QQQ Trust, Series 1 · $446B

[…]3 years · per year[…] · $18,664+23.1%

[…]5 years · per year[…] · $17,871+12.3%

0.29%Expense ratio$29 · $18 on $10k · lower wins0.18%

3.20%12-mo yield$320 · $46 on $10k0.46%

Cards for this view

STAX

Nomura Tax-Free USA Short Term

[…]

QQQ

Invesco QQQ Trust

$17,871

MeasureSTAXQQQ

Fee0.29%0.18%

Cost on $10k a year$29$18

Yield3.20%0.46%

5 years, per year[…]+12.3%

3 years, per year[…]+23.1%

Worst drop · 1Y−2.7%−14.8%

Volatility · 1Y1.8%21.6%

#
1	BQQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	−0.7%	+10.2%	+11.2%	+23.1%	+12.3%	−14.8%	$446.1B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+10.8%	+13.0%	+21.4%	+11.7%	−8.9%	$777.9B
3	ASTAX	Nomura Tax-Free USA Short Term ETFRead Desk	0.29%	3.20%	−0.2%	+1.4%	+1.9%	new	new	−2.7%	$11M

#
1	BQQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	−0.7%	+10.2%	+11.2%	+23.1%	+12.3%	−14.8%	$446.1B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+10.8%	+13.0%	+21.4%	+11.7%	−8.9%	$777.9B
3	ASTAX	Nomura Tax-Free USA Short Term ETFRead Desk	0.29%	3.20%	−0.2%	+1.4%	+1.9%	new	new	−2.7%	$11M

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