EMNT vs QQQ

Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. EMNT offers more diversification with 120 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: EMNT

Side-by-Side Comparison

MetricEMNTQQQWinner
Expense Ratio0.24%0.18%
AUM$212M$455.8B
Dividend Yield4.05%0.41%
Holdings225108
YTD Return+2.06%+16.83%
1Y Return+3.95%+26.58%
3Y Return (annualized)+5.04%+24.70%
5Y Return (annualized)+3.52%+14.88%
Volatility (annualized)1.2%30.6%
Max Drawdown-2.4%-83.0%
Fund FamilyPIMCO (US)Invesco (US)
CategoryFixed IncomeEquity
InceptionDec 10, 2019Mar 10, 1999

EMNT vs QQQ Performance

PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund (EMNT) is a ETF from PIMCO (US) and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year EMNT returned +3.95% while QQQ returned +26.58%. Year to date, EMNT is up 2.06% versus a gain of 16.83% for QQQ.

Over three years, EMNT compounded at +5.04% per year against +24.70% for QQQ; over five years the annualized figures are +3.52% and +14.88% respectively. Across the full 7-year window we track, QQQ has the edge at +13.06% annualized vs +2.78%. 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 1.2% for EMNT. 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 -2.4% for EMNT 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 0.33. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

EMNT charges 0.24% per year while QQQ charges 0.18%. On a $10,000 position that is $24 vs $18 annually, a gap of $6 per year that compounds over a long holding period. On income, EMNT currently yields 4.05% against 0.41% for QQQ.

Holdings Overlap

0.0%overlap

EMNT and QQQ share 0 holdings out of 223 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, EMNT or QQQ?

EMNT has an expense ratio of 0.24% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $6 per year of difference.

Which performed better, EMNT or QQQ?

Over the past year EMNT returned +3.95% vs +26.58% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (7 years), EMNT annualized +2.78% vs +13.06% for QQQ. Past performance does not guarantee future results.

Which is riskier, EMNT or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 1.2% for EMNT. Worst drawdown: EMNT -2.4% vs QQQ -83.0%.

Should I hold both EMNT and QQQ?

EMNT and QQQ have a monthly-return correlation of 0.33, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EMNT and QQQ?

EMNT and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 223 unique securities.

Which pays a higher dividend, EMNT or QQQ?

EMNT yields 4.05% while QQQ yields 0.41%, so EMNT currently pays the higher dividend yield.

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