AVNV vs QQQ

Quick Verdict

QQQ has a lower expense ratio. AVNV delivered stronger 1-year returns. QQQ offers more diversification with 103 holdings.

Lower Fees: QQQHigher Returns: AVNVMore Diversified: QQQ

Side-by-Side Comparison

MetricAVNVQQQWinner
Expense Ratio0.34%0.18%
AUM$64M$455.8B
Dividend Yield2.67%0.41%
Holdings4108
YTD Return+15.36%+18.20%
1Y Return+30.79%+27.63%
3Y Return (annualized)+22.24%+25.54%
5Y Return (annualized)-+15.12%
Volatility (annualized)12.6%30.6%
Max Drawdown-13.9%-83.0%
Fund FamilyAvantis InvestorsInvesco (US)
CategoryEquityEquity
InceptionJun 27, 2023Mar 10, 1999

AVNV vs QQQ Performance

Avantis All International Markets Value ETF (AVNV) is a ETF from Avantis Investors and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year AVNV returned +30.79% while QQQ returned +27.63%. Year to date, AVNV is up 15.36% versus a gain of 18.20% for QQQ.

Over three years, AVNV compounded at +22.24% per year against +25.54% for QQQ. Across the full 3-year window we track, AVNV has the edge at +22.65% annualized vs +13.11%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 12.6% for AVNV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -13.9% for AVNV and -83.0% for QQQ. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.50. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

AVNV charges 0.34% per year while QQQ charges 0.18%. On a $10,000 position that is $34 vs $18 annually, a gap of $16 per year that compounds over a long holding period. On income, AVNV currently yields 2.67% against 0.41% for QQQ.

Holdings Overlap

0.0%overlap

AVNV and QQQ share 0 holdings out of 107 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, AVNV or QQQ?

AVNV has an expense ratio of 0.34% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $16 per year of difference.

Which performed better, AVNV or QQQ?

Over the past year AVNV returned +30.79% vs +27.63% for QQQ, so AVNV leads on 1-year performance. Over the longest common window we track (3 years), AVNV annualized +22.65% vs +13.11% for QQQ. Past performance does not guarantee future results.

Which is riskier, AVNV or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 12.6% for AVNV. Worst drawdown: AVNV -13.9% vs QQQ -83.0%.

Should I hold both AVNV and QQQ?

AVNV and QQQ have a monthly-return correlation of 0.50, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AVNV and QQQ?

AVNV and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 107 unique securities.

Which pays a higher dividend, AVNV or QQQ?

AVNV yields 2.67% while QQQ yields 0.41%, so AVNV currently pays the higher dividend yield.

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