Enhancing returns with QQQ/IWM rotation

zychen Posted on 2025-09-03 14:50 ET total Views: 214

We have discussed how to enhance investing returns using style rotation in Introduction to QQQ/IWM rotation model. How's the model doing since then? Following are three charts:


1 QQQ/IWM rotation signal chart

IWM has been outperforming QQQ since July 31.



2 QQQ price chart

QQQ is up 0.4% since July 31.


3 IWM price chart

IWM is up 6.4% since July 31.


You would have gained extra 6% by rotating into IWM since July 31, without timing. This is exactly how style rotation works.


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