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QQQE vs. TMF
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

QQQE vs. TMF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Direxion NASDAQ-100 Equal Weighted Index Shares (QQQE) and Direxion Daily 20+ Year Treasury Bull 3X ETF (TMF). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, QQQE achieves a 16.37% return, which is significantly higher than TMF's 0.08% return. Over the past 10 years, QQQE has outperformed TMF with an annualized return of 15.78%, while TMF has yielded a comparatively lower -16.47% annualized return.


QQQE

1D
-0.05%
1M
1.92%
YTD
16.37%
6M
14.73%
1Y
22.98%
3Y*
17.59%
5Y*
9.05%
10Y*
15.78%

TMF

1D
3.90%
1M
10.18%
YTD
0.08%
6M
-2.86%
1Y
-0.04%
3Y*
-19.78%
5Y*
-30.25%
10Y*
-16.47%
*Multi-year figures are annualized to reflect compound growth (CAGR)

QQQE vs. TMF - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
QQQE
Direxion NASDAQ-100 Equal Weighted Index Shares
16.37%14.58%6.98%33.76%-24.47%17.93%37.85%36.43%-5.40%26.53%
TMF
Direxion Daily 20+ Year Treasury Bull 3X ETF
0.08%-2.94%-35.95%-13.01%-72.60%-19.80%39.02%34.75%-11.01%22.72%

Correlation

The correlation between QQQE and TMF is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.24

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

0.19

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

0.10

Correlation (10Y)
Calculated over the trailing 10-year period

-0.04

Correlation (All Time)
Calculated using the full available price history since Mar 21, 2012

-0.13

The correlation between QQQE and TMF shifts across timeframes, from -0.13 (all time) to 0.24 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

QQQE vs. TMF — Risk / Return Rank

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

QQQE
QQQE Risk / Return Rank: 4949
Overall Rank
QQQE Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
QQQE Sortino Ratio Rank: 4545
Sortino Ratio Rank
QQQE Omega Ratio Rank: 4444
Omega Ratio Rank
QQQE Calmar Ratio Rank: 5656
Calmar Ratio Rank
QQQE Martin Ratio Rank: 5252
Martin Ratio Rank

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

QQQE vs. TMF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Direxion NASDAQ-100 Equal Weighted Index Shares (QQQE) and Direxion Daily 20+ Year Treasury Bull 3X ETF (TMF). 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.


QQQETMFDifference
Sharpe ratioReturn per unit of total volatility

+1.49

Sortino ratioReturn per unit of downside risk

+1.85

Omega ratioGain probability vs. loss probability

1.26

1.02

+0.24

Calmar ratioReturn relative to maximum drawdown

2.45

-0.00

+2.46

Martin ratioReturn relative to average drawdown

8.22

-0.00

+8.22

QQQE vs. TMF - Sharpe Ratio Comparison

The current QQQE Sharpe Ratio is 1.48, which is higher than the TMF Sharpe Ratio of -0.00. The chart below compares the historical Sharpe Ratios of QQQE and TMF, 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

QQQE vs. TMF - Drawdown Comparison

The maximum QQQE drawdown since its inception was -32.14%, smaller than the maximum TMF drawdown of -92.89%. Use the drawdown chart below to compare losses from any high point for QQQE and TMF.


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Drawdown Indicators


QQQETMFDifference

Max Drawdown

Largest peak-to-trough decline

-32.14%

-92.89%

+60.75%

Max Drawdown (1Y)

Largest decline over 1 year

-9.41%

-26.51%

+17.10%

Max Drawdown (3Y)

Largest decline over 3 years

-21.38%

-56.09%

+34.71%

Max Drawdown (5Y)

Largest decline over 5 years

-32.14%

-88.81%

+56.67%

Max Drawdown (10Y)

Largest decline over 10 years

-32.14%

-92.89%

+60.75%

Current Drawdown

Current decline from peak

-3.14%

-91.71%

+88.57%

Average Drawdown

Average peak-to-trough decline

-5.15%

-43.78%

+38.63%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.80%

12.28%

-9.48%

Volatility

QQQE vs. TMF - Volatility Comparison

Direxion NASDAQ-100 Equal Weighted Index Shares (QQQE) has a higher volatility of 8.01% compared to Direxion Daily 20+ Year Treasury Bull 3X ETF (TMF) at 7.26%. This indicates that QQQE's price experiences larger fluctuations and is considered to be riskier than TMF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


QQQETMFDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.01%

7.26%

+0.75%

Volatility (6M)

Calculated over the trailing 6-month period

12.69%

19.68%

-6.99%

Volatility (1Y)

Calculated over the trailing 1-year period

15.65%

28.15%

-12.50%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.54%

46.63%

-26.09%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.79%

43.87%

-23.08%

QQQE vs. TMF - Expense Ratio Comparison

QQQE has a 0.35% expense ratio, which is lower than TMF's 1.01% expense ratio.


Dividends

QQQE vs. TMF - Dividend Comparison

QQQE's dividend yield for the trailing twelve months is around 0.57%, less than TMF's 3.95% yield.


PositionTTM20252024202320222021202020192018201720162015
QQQE
Direxion NASDAQ-100 Equal Weighted Index Shares
0.57%0.52%0.86%0.79%0.98%3.83%0.54%0.74%0.80%0.65%1.17%0.57%
TMF
Direxion Daily 20+ Year Treasury Bull 3X ETF
3.95%4.06%4.29%2.82%1.62%0.13%2.23%0.94%1.49%0.41%0.00%0.00%

Frequently Asked Questions


QQQE and TMF 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.

QQQE has higher volatility (8.01%) compared to TMF (7.26%). In terms of maximum drawdown, QQQE dropped -32.14% vs TMF's -92.89%.

On 10-year performance, QQQE leads with 15.78% vs -16.47% for TMF. On fees, QQQE is cheaper at 0.35% per year. On volatility, TMF has been the lower-risk option at 7.26%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, QQQE has performed better with a 15.78% return vs -16.47%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

QQQE is cheaper with a 0.35% expense ratio, compared with 1.01% for TMF.

TMF has the higher dividend yield at 3.95%, compared with 0.57% for QQQE.

QQQE is categorized as Nasdaq-100, while TMF is Leveraged Bonds. QQQE tracks NASDAQ-100 Equal Weighted Index, while TMF tracks ICE U.S. Treasury 20+ Year Bond Index (300%). Their fees differ too: 0.35% for QQQE and 1.01% for TMF.

QQQE currently has the higher Sharpe Ratio (1.48 vs -0.00), 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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