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SWP vs IQQQ

SWP Growth & Income ETF vs ProShares Nasdaq-100 High Income ETF

SWP

SWP Growth & Income ETF

Annual cost

0.99%

Fund size

$154M

IQQQ

ProShares Nasdaq-100 High Income ETF

Annual cost

0.55%

Fund size

$430M

Key differences

Both SWP and IQQQ are alternative ETFs. SWP charges 0.99% a year and IQQQ 0.55%. The main difference: IQQQ costs 0.44% less per year.

  • IQQQ costs 0.44% less per year.

Side-by-side comparison

SWPIQQQ
Annual cost (TER)0.99%0.55%
Fund size (AUM)$154M$430M
Since20242024
Dividend yield3.94%4.74%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+21.1%+33.6%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y12.08%16.51%
Max drawdown-16.41%-20.41%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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