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LBAY vs. QQQ
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

LBAY vs. QQQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Leatherback Long/Short Alternative Yield ETF (LBAY) and Invesco QQQ ETF (QQQ). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, LBAY achieves a 3.90% return, which is significantly lower than QQQ's 16.45% return.


LBAY

1D
0.94%
1M
-3.88%
YTD
3.90%
6M
4.36%
1Y
4.26%
3Y*
2.12%
5Y*
4.68%
10Y*

QQQ

1D
-3.29%
1M
-0.43%
YTD
16.45%
6M
14.99%
1Y
34.88%
3Y*
26.05%
5Y*
16.01%
10Y*
22.07%
*Multi-year figures are annualized to reflect compound growth (CAGR)

LBAY vs. QQQ - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
LBAY
Leatherback Long/Short Alternative Yield ETF
3.90%4.08%-3.49%-8.54%22.41%22.27%5.03%
QQQ
Invesco QQQ ETF
16.45%20.77%25.58%54.86%-32.58%27.42%7.20%

Correlation

The correlation between LBAY and QQQ is -0.24, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.24

Correlation (3Y)
Calculated over the trailing 3-year period

-0.07

Correlation (5Y)
Calculated over the trailing 5-year period

0.08

Correlation (All Time)
Calculated using the full available price history since Nov 17, 2020

0.08

The correlation between LBAY and QQQ shifts across timeframes, from -0.24 (1 year) to 0.08 (5 years), reflecting how their relationship changes across market environments.

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Return for Risk

LBAY vs. QQQ — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LBAY
LBAY Risk / Return Rank: 1212
Overall Rank
LBAY Sharpe Ratio Rank: 1212
Sharpe Ratio Rank
LBAY Sortino Ratio Rank: 1212
Sortino Ratio Rank
LBAY Omega Ratio Rank: 1212
Omega Ratio Rank
LBAY Calmar Ratio Rank: 1212
Calmar Ratio Rank
LBAY Martin Ratio Rank: 1212
Martin Ratio Rank

QQQ
QQQ Risk / Return Rank: 5959
Overall Rank
QQQ Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
QQQ Sortino Ratio Rank: 5555
Sortino Ratio Rank
QQQ Omega Ratio Rank: 5858
Omega Ratio Rank
QQQ Calmar Ratio Rank: 6161
Calmar Ratio Rank
QQQ Martin Ratio Rank: 6262
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

LBAY vs. QQQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Leatherback Long/Short Alternative Yield ETF (LBAY) and Invesco QQQ ETF (QQQ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


LBAYQQQDifference
Sharpe ratioReturn per unit of total volatility

-1.68

Sortino ratioReturn per unit of downside risk

-2.05

Omega ratioGain probability vs. loss probability

1.06

1.35

-0.29

Calmar ratioReturn relative to maximum drawdown

0.31

2.93

-2.61

Martin ratioReturn relative to average drawdown

0.80

10.86

-10.06

LBAY vs. QQQ - Sharpe Ratio Comparison

The current LBAY Sharpe Ratio is 0.27, which is lower than the QQQ Sharpe Ratio of 1.95. The chart below compares the historical Sharpe Ratios of LBAY and QQQ, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

LBAY vs. QQQ - Drawdown Comparison

The maximum LBAY drawdown since its inception was -15.99%, smaller than the maximum QQQ drawdown of -82.97%. Use the drawdown chart below to compare losses from any high point for LBAY and QQQ.


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Drawdown Indicators


LBAYQQQDifference

Max Drawdown

Largest peak-to-trough decline

-15.99%

-82.97%

+66.98%

Max Drawdown (1Y)

Largest decline over 1 year

-13.61%

-11.96%

-1.65%

Max Drawdown (3Y)

Largest decline over 3 years

-14.57%

-22.77%

+8.20%

Max Drawdown (5Y)

Largest decline over 5 years

-15.99%

-35.12%

+19.13%

Max Drawdown (10Y)

Largest decline over 10 years

-35.12%

Current Drawdown

Current decline from peak

-12.80%

-4.25%

-8.55%

Average Drawdown

Average peak-to-trough decline

-6.84%

-32.73%

+25.89%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.33%

3.22%

+2.11%

Volatility

LBAY vs. QQQ - Volatility Comparison

The current volatility for Leatherback Long/Short Alternative Yield ETF (LBAY) is 4.22%, while Invesco QQQ ETF (QQQ) has a volatility of 9.17%. This indicates that LBAY experiences smaller price fluctuations and is considered to be less risky than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


LBAYQQQDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.22%

9.17%

-4.95%

Volatility (6M)

Calculated over the trailing 6-month period

12.52%

14.57%

-2.05%

Volatility (1Y)

Calculated over the trailing 1-year period

15.63%

17.96%

-2.33%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.56%

22.69%

-9.13%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.76%

22.42%

-8.66%

LBAY vs. QQQ - Expense Ratio Comparison

LBAY has a 1.09% expense ratio, which is higher than QQQ's 0.18% expense ratio.


Dividends

LBAY vs. QQQ - Dividend Comparison

LBAY's dividend yield for the trailing twelve months is around 3.89%, more than QQQ's 0.43% yield.


PositionTTM20252024202320222021202020192018201720162015
LBAY
Leatherback Long/Short Alternative Yield ETF
3.89%3.80%3.77%3.47%2.74%2.96%0.29%0.00%0.00%0.00%0.00%0.00%
QQQ
Invesco QQQ ETF
0.43%0.45%0.56%0.62%0.80%0.43%0.55%0.74%0.91%0.84%1.06%0.99%

Frequently Asked Questions


LBAY and QQQ have a correlation of -0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

QQQ has higher volatility (9.17%) compared to LBAY (4.22%). In terms of maximum drawdown, LBAY dropped -15.99% vs QQQ's -82.97%.

On 5-year performance, QQQ leads with 16.01% vs 4.68% for LBAY. On fees, QQQ is cheaper at 0.18% per year. On volatility, LBAY has been the lower-risk option at 4.22%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, QQQ has performed better with a 16.01% return vs 4.68%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

QQQ is cheaper with a 0.18% expense ratio, compared with 1.09% for LBAY.

LBAY has the higher dividend yield at 3.89%, compared with 0.43% for QQQ.

LBAY is categorized as Long-Short, while QQQ is Nasdaq-100. They also come from different issuers: Toroso Investments and Invesco. Their fees differ too: 1.09% for LBAY and 0.18% for QQQ.

QQQ currently has the higher Sharpe Ratio (1.95 vs 0.27), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for LBAY and QQQ

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