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QQXL vs. FXU
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

QQXL vs. FXU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ProShares Ultra QQQ Top 30 (QQXL) and First Trust Utilities AlphaDEX Fund (FXU). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, QQXL achieves a 29.93% return, which is significantly higher than FXU's 11.40% return.


QQXL

1D
1.80%
1M
-7.57%
YTD
29.93%
6M
25.57%
1Y
3Y*
5Y*
10Y*

FXU

1D
0.62%
1M
2.19%
YTD
11.40%
6M
11.28%
1Y
21.86%
3Y*
19.13%
5Y*
13.06%
10Y*
9.62%
*Multi-year figures are annualized to reflect compound growth (CAGR)

QQXL vs. FXU - Yearly Performance Comparison


2026 (YTD)2025
QQXL
ProShares Ultra QQQ Top 30
29.93%9.00%
FXU
First Trust Utilities AlphaDEX Fund
11.40%1.77%

Correlation

The correlation between QQXL and FXU is -0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (All Time)
Calculated using the full available price history since Aug 15, 2025

-0.07

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Return for Risk

QQXL vs. FXU — Risk / Return Rank

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

QQXL

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


FXU
FXU Risk / Return Rank: 5353
Overall Rank
FXU Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
FXU Sortino Ratio Rank: 5353
Sortino Ratio Rank
FXU Omega Ratio Rank: 5050
Omega Ratio Rank
FXU Calmar Ratio Rank: 5959
Calmar Ratio Rank
FXU Martin Ratio Rank: 4545
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.

QQXL vs. FXU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ProShares Ultra QQQ Top 30 (QQXL) and First Trust Utilities AlphaDEX Fund (FXU). 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.


QQXLFXUDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.28

Calmar ratioReturn relative to maximum drawdown

2.54

Martin ratioReturn relative to average drawdown

6.58

QQXL vs. FXU - Sharpe Ratio Comparison


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Drawdowns

QQXL vs. FXU - Drawdown Comparison

The maximum QQXL drawdown since its inception was -27.34%, smaller than the maximum FXU drawdown of -49.00%. Use the drawdown chart below to compare losses from any high point for QQXL and FXU.


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Drawdown Indicators


QQXLFXUDifference

Max Drawdown

Largest peak-to-trough decline

-27.34%

-49.00%

+21.66%

Max Drawdown (1Y)

Largest decline over 1 year

-8.63%

Max Drawdown (3Y)

Largest decline over 3 years

-17.46%

Max Drawdown (5Y)

Largest decline over 5 years

-21.87%

Max Drawdown (10Y)

Largest decline over 10 years

-34.81%

Current Drawdown

Current decline from peak

-10.07%

-2.77%

-7.30%

Average Drawdown

Average peak-to-trough decline

-6.81%

-7.63%

+0.82%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.33%

Volatility

QQXL vs. FXU - Volatility Comparison


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Volatility by Period


QQXLFXUDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.78%

Volatility (6M)

Calculated over the trailing 6-month period

10.47%

Volatility (1Y)

Calculated over the trailing 1-year period

40.52%

13.34%

+27.18%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

40.52%

16.57%

+23.95%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

40.52%

18.35%

+22.17%

QQXL vs. FXU - Expense Ratio Comparison

QQXL has a 0.95% expense ratio, which is higher than FXU's 0.62% expense ratio.


Dividends

QQXL vs. FXU - Dividend Comparison

QQXL's dividend yield for the trailing twelve months is around 0.78%, less than FXU's 2.55% yield.


PositionTTM20252024202320222021202020192018201720162015
FXU
First Trust Utilities AlphaDEX Fund
2.55%2.29%2.41%2.52%2.03%2.00%3.97%2.34%2.40%3.81%2.62%3.90%
QQXL
ProShares Ultra QQQ Top 30
0.78%0.08%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


QQXL and FXU have a correlation of -0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, FXU is cheaper at 0.62% per year. The better choice depends on whether you care most about return, fees, risk, or income.

FXU is cheaper with a 0.62% expense ratio, compared with 0.95% for QQXL.

FXU has the higher dividend yield at 2.55%, compared with 0.78% for QQXL.

QQXL is categorized as Leveraged Equities, while FXU is Utilities Equities. They also come from different issuers: ProShares and First Trust. Their fees differ too: 0.95% for QQXL and 0.62% for FXU.

Portfolio Optimizer

Find the right allocation for QQXL and FXU

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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