RESM vs. QQQS
RESM (Columbia Research Enhanced Small Cap ETF) and QQQS (Invesco NASDAQ Future Gen 200 ETF) are both Small Cap Blend Equities funds - RESM tracks the Beta Advantage Research Enhanced Small Cap Index while QQQS tracks the Nasdaq Innovators Completion Cap Total Return Index. Both are passively managed. Their correlation of 0.85 suggests significant overlap in exposure. RESM charges 0.32%/yr vs 0.20%/yr for QQQS.
Performance
RESM vs. QQQS - Performance Comparison
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Returns By Period
In the year-to-date period, RESM achieves a 21.67% return, which is significantly lower than QQQS's 29.68% return.
RESM
- 1D
- -0.58%
- 1M
- 5.32%
- 6M
- 21.06%
- YTD
- 21.67%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
QQQS
- 1D
- -0.47%
- 1M
- 1.89%
- 6M
- 28.94%
- YTD
- 29.68%
- 1Y
- 62.38%
- 3Y*
- 17.24%
- 5Y*
- —
- 10Y*
- —
RESM vs. QQQS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
RESM Columbia Research Enhanced Small Cap ETF | 21.67% | -3.32% |
QQQS Invesco NASDAQ Future Gen 200 ETF | 29.68% | -3.26% |
Correlation
The correlation between RESM and QQQS is 0.85, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Dec 11, 2025 | 0.85 |
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Return for Risk
RESM vs. QQQS — Risk / Return Rank
RESM
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
QQQS
RESM vs. QQQS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Research Enhanced Small Cap ETF (RESM) and Invesco NASDAQ Future Gen 200 ETF (QQQS). 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.
| RESM | QQQS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.36 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 4.71 | — |
| Martin ratioReturn relative to average drawdown | — | 14.82 | — |
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Drawdowns
RESM vs. QQQS - Drawdown Comparison
The maximum RESM drawdown since its inception was -8.50%, smaller than the maximum QQQS drawdown of -38.06%. Use the drawdown chart below to compare losses from any high point for RESM and QQQS.
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Drawdown Indicators
| RESM | QQQS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.50% | -38.06% | +29.56% |
Max Drawdown (1Y)Largest decline over 1 year | — | -13.63% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -34.32% | — |
Current DrawdownCurrent decline from peak | -0.95% | -0.89% | -0.06% |
Average DrawdownAverage peak-to-trough decline | -1.77% | -13.06% | +11.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 4.32% | — |
Volatility
RESM vs. QQQS - Volatility Comparison
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Volatility by Period
| RESM | QQQS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 9.80% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 20.05% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 17.36% | 27.56% | -10.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.36% | 28.53% | -11.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.36% | 28.53% | -11.17% |
RESM vs. QQQS - Expense Ratio Comparison
RESM has a 0.32% expense ratio, which is higher than QQQS's 0.20% expense ratio.
Dividends
RESM vs. QQQS - Dividend Comparison
RESM's dividend yield for the trailing twelve months is around 0.08%, less than QQQS's 2.54% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
QQQS Invesco NASDAQ Future Gen 200 ETF | 2.54% | 3.48% | 0.80% | 0.68% | 0.04% |
RESM Columbia Research Enhanced Small Cap ETF | 0.08% | 0.09% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
RESM and QQQS have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, QQQS is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
QQQS is cheaper with a 0.20% expense ratio, compared with 0.32% for RESM.
QQQS has the higher dividend yield at 2.54%, compared with 0.08% for RESM.
RESM tracks Beta Advantage Research Enhanced Small Cap Index, while QQQS tracks Nasdaq Innovators Completion Cap Total Return Index. They also come from different issuers: Columbia Threadneedle and Invesco. Their fees differ too: 0.32% for RESM and 0.20% for QQQS.
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