Public research example · 13 July 2026

SPY vs QQQ: matched-window risk comparison

A reproducible example of how Oxaide keeps the measurement contract, findings, limitations, sources, and generated artifact together.

Question

How did SPY and QQQ differ over the same five-year adjusted-close window?

Measurement contract

  • Window: 12 July 2021 to 10 July 2026
  • Frequency: daily observations
  • Series: adjusted closing prices
  • Comparison rule: like-for-like dates and metrics
  • Role: SPY and QQQ are investable proxies, not the underlying indexes themselves

Core comparison

MetricSPYQQQQQQ − SPY
Daily volatility1.08%1.44%0.35%
1st percentile-2.93%-3.89%-0.96%
5th percentile-1.66%-2.31%-0.64%
Historical expected shortfall (95%)-2.47%-3.25%-0.79%
Positive-day ratio54.23%54.86%0.64%
Maximum drawdown-24.50%-35.12%-10.62%

Generated artifact

SPY daily adjusted-return distribution generated from 1,254 public observations
The chart and memo use the same source series and matched sample window.

Short read

QQQ was more volatile than SPY over this sample, with a larger left tail, more negative expected shortfall, and a materially deeper maximum drawdown. The positive-day ratio was similar. This describes the historical sample; it does not establish a forecast or say which asset is suitable for a person.

Limitations

  • Historical observations do not forecast future returns.
  • Daily data does not describe intraday risk or monthly compounding behavior.
  • The five-year window mixes different rate, inflation, and liquidity regimes.
  • Yahoo Finance is an unofficial public provider and may revise, delay, or omit data.
  • SPY is an investable S&P 500 proxy and QQQ is a Nasdaq-100 proxy.

Useful follow-up tests

  1. Compare rolling 63-day and 252-day volatility and expected-shortfall series.
  2. Split the sample into subperiods to test whether the tail-risk gap is concentrated in specific regimes.
  3. Add equal-weight and company-fundamental evidence before making claims about market breadth.

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