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QQQ vs. GOLY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

QQQ vs. GOLY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco QQQ ETF (QQQ) and Strategy Shares Gold-Hedged Bond ETF (GOLY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, QQQ achieves a 21.26% return, which is significantly higher than GOLY's -20.76% return.


QQQ

1D
3.14%
1M
4.95%
YTD
21.26%
6M
22.17%
1Y
41.87%
3Y*
27.20%
5Y*
17.59%
10Y*
22.31%

GOLY

1D
2.90%
1M
-4.38%
YTD
-20.76%
6M
-20.23%
1Y
-1.82%
3Y*
16.55%
5Y*
5.95%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

QQQ vs. GOLY - Yearly Performance Comparison


2026 (YTD)20252024202320222021
QQQ
Invesco QQQ ETF
21.26%20.77%25.58%54.86%-32.58%23.07%
GOLY
Strategy Shares Gold-Hedged Bond ETF
-20.76%57.98%19.82%12.74%-19.96%-1.40%

Correlation

The correlation between QQQ and GOLY is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.37

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

0.21

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

0.15

Correlation (All Time)
Calculated using the full available price history since May 18, 2021

0.15

Over the past year, QQQ and GOLY have become more correlated (0.37) than their long-term average of 0.15, meaning their price movements have been converging.

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Return for Risk

QQQ vs. GOLY — Risk / Return Rank

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

QQQ
QQQ Risk / Return Rank: 7979
Overall Rank
QQQ Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
QQQ Sortino Ratio Rank: 7979
Sortino Ratio Rank
QQQ Omega Ratio Rank: 8181
Omega Ratio Rank
QQQ Calmar Ratio Rank: 7676
Calmar Ratio Rank
QQQ Martin Ratio Rank: 7676
Martin Ratio Rank

GOLY
GOLY Risk / Return Rank: 99
Overall Rank
GOLY Sharpe Ratio Rank: 99
Sharpe Ratio Rank
GOLY Sortino Ratio Rank: 99
Sortino Ratio Rank
GOLY Omega Ratio Rank: 99
Omega Ratio Rank
GOLY Calmar Ratio Rank: 99
Calmar Ratio Rank
GOLY Martin Ratio Rank: 99
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.

QQQ vs. GOLY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco QQQ ETF (QQQ) and Strategy Shares Gold-Hedged Bond ETF (GOLY). 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.


QQQGOLYDifference
Sharpe ratioReturn per unit of total volatility

+2.47

Sortino ratioReturn per unit of downside risk

+2.97

Omega ratioGain probability vs. loss probability

1.42

1.02

+0.40

Calmar ratioReturn relative to maximum drawdown

3.52

-0.05

+3.57

Martin ratioReturn relative to average drawdown

13.12

-0.13

+13.25

QQQ vs. GOLY - Sharpe Ratio Comparison

The current QQQ Sharpe Ratio is 2.42, which is higher than the GOLY Sharpe Ratio of -0.05. The chart below compares the historical Sharpe Ratios of QQQ and GOLY, 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

QQQ vs. GOLY - Drawdown Comparison

The maximum QQQ drawdown since its inception was -82.97%, which is greater than GOLY's maximum drawdown of -36.08%. Use the drawdown chart below to compare losses from any high point for QQQ and GOLY.


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Drawdown Indicators


QQQGOLYDifference

Max Drawdown

Largest peak-to-trough decline

-82.97%

-36.08%

-46.89%

Max Drawdown (1Y)

Largest decline over 1 year

-11.96%

-36.08%

+24.12%

Max Drawdown (3Y)

Largest decline over 3 years

-22.77%

-36.08%

+13.31%

Max Drawdown (5Y)

Largest decline over 5 years

-35.12%

-36.08%

+0.96%

Max Drawdown (10Y)

Largest decline over 10 years

-35.12%

Current Drawdown

Current decline from peak

-0.29%

-31.62%

+31.33%

Average Drawdown

Average peak-to-trough decline

-32.75%

-11.98%

-20.77%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.20%

14.24%

-11.04%

Volatility

QQQ vs. GOLY - Volatility Comparison

The current volatility for Invesco QQQ ETF (QQQ) is 8.14%, while Strategy Shares Gold-Hedged Bond ETF (GOLY) has a volatility of 9.83%. This indicates that QQQ experiences smaller price fluctuations and is considered to be less risky than GOLY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


QQQGOLYDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.14%

9.83%

-1.69%

Volatility (6M)

Calculated over the trailing 6-month period

14.12%

30.46%

-16.34%

Volatility (1Y)

Calculated over the trailing 1-year period

17.43%

33.73%

-16.30%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.59%

22.57%

+0.02%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.41%

22.41%

0.00%

QQQ vs. GOLY - Expense Ratio Comparison

QQQ has a 0.18% expense ratio, which is lower than GOLY's 0.79% expense ratio.


Dividends

QQQ vs. GOLY - Dividend Comparison

QQQ's dividend yield for the trailing twelve months is around 0.38%, less than GOLY's 9.29% yield.


PositionTTM20252024202320222021202020192018201720162015
GOLY
Strategy Shares Gold-Hedged Bond ETF
9.29%7.22%3.85%2.94%2.57%1.11%0.00%0.00%0.00%0.00%0.00%0.00%
QQQ
Invesco QQQ ETF
0.38%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


QQQ and GOLY have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

GOLY has higher volatility (9.83%) compared to QQQ (8.14%). In terms of maximum drawdown, QQQ dropped -82.97% vs GOLY's -36.08%.

On 5-year performance, QQQ leads with 17.59% vs 5.95% for GOLY. On fees, QQQ is cheaper at 0.18% per year. On volatility, QQQ has been the lower-risk option at 8.14%. 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 17.59% return vs 5.95%. 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 0.79% for GOLY.

GOLY has the higher dividend yield at 9.29%, compared with 0.38% for QQQ.

QQQ is categorized as Nasdaq-100, while GOLY is Nontraditional Bonds. QQQ tracks NASDAQ-100 Index, while GOLY tracks Solactive Gold-Backed Bond Index. They also come from different issuers: Invesco and Strategy Shares. Their fees differ too: 0.18% for QQQ and 0.79% for GOLY.

QQQ currently has the higher Sharpe Ratio (2.42 vs -0.05), 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

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