AVUQ vs QQQ

Quick Verdict

AVUQ has a lower expense ratio. QQQ delivered stronger 1-year returns. AVUQ offers more diversification with 502 holdings.

Lower Fees: AVUQHigher Returns: QQQMore Diversified: AVUQ

Side-by-Side Comparison

MetricAVUQQQQWinner
Expense Ratio0.15%0.18%
AUM$281M$455.8B
Dividend Yield0.30%0.41%
Holdings585108
YTD Return+12.35%+16.83%
1Y Return+20.47%+26.58%
3Y Return (annualized)-+24.70%
5Y Return (annualized)-+14.88%
Volatility (annualized)14.6%30.6%
Max Drawdown-11.9%-83.0%
Fund FamilyAvantis InvestorsInvesco (US)
CategoryEquityEquity
InceptionMar 25, 2025Mar 10, 1999

AVUQ vs QQQ Performance

Avantis US Quality ETF (AVUQ) is a ETF from Avantis Investors and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year AVUQ returned +20.47% while QQQ returned +26.58%. Year to date, AVUQ is up 12.35% versus a gain of 16.83% for QQQ.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 14.6% for AVUQ. 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 -11.9% for AVUQ 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 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

AVUQ charges 0.15% per year while QQQ charges 0.18%. On a $10,000 position that is $15 vs $18 annually, a gap of $3 per year that compounds over a long holding period. On income, AVUQ currently yields 0.30% against 0.41% for QQQ.

Holdings Overlap

57.2%overlap

AVUQ and QQQ share 54 holdings out of 551 unique holdings combined, representing a 57.2% weight overlap.

High overlap means holding both may not provide much additional diversification.

Top Shared Holdings

StockWeight in AVUQWeight in QQQDifference
AAPL11.24%7.46%3.78%
NVDA10.11%7.88%2.23%
AMZN5.52%4.26%1.26%
MSFTProProPro
MUProProPro
METAProProPro
GOOGLProProPro
AVGOProProPro
GOOGProProPro
AMDProProPro
See all 10 holdings AVUQ shares with QQQ
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, AVUQ or QQQ?

AVUQ has an expense ratio of 0.15% while QQQ charges 0.18%. AVUQ is the cheaper option. On a $10,000 investment, that is $3 per year of difference.

Which performed better, AVUQ or QQQ?

Over the past year AVUQ returned +20.47% vs +26.58% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (1 years), AVUQ annualized +26.74% vs +13.06% for QQQ. Past performance does not guarantee future results.

Which is riskier, AVUQ or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 14.6% for AVUQ. Worst drawdown: AVUQ -11.9% vs QQQ -83.0%.

Should I hold both AVUQ and QQQ?

AVUQ and QQQ have a monthly-return correlation of 0.93, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between AVUQ and QQQ?

AVUQ and QQQ share 54 common holdings with a 57.2% weight overlap. Combined, they hold 551 unique securities.

Which pays a higher dividend, AVUQ or QQQ?

AVUQ yields 0.30% while QQQ yields 0.41%, so QQQ currently pays the higher dividend yield.

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