FELC vs QQQ

Quick Verdict

QQQ delivered stronger 1-year returns. FELC offers more diversification with 243 holdings.

Lower Fees: TiedHigher Returns: QQQMore Diversified: FELC

Side-by-Side Comparison

MetricFELCQQQWinner
Expense Ratio0.18%0.18%
AUM$7.9B$455.8B
Dividend Yield0.85%0.41%
Holdings225108
YTD Return+15.02%+17.27%
1Y Return+26.85%+28.64%
3Y Return (annualized)-+24.88%
5Y Return (annualized)-+14.86%
Volatility (annualized)11.9%30.6%
Max Drawdown-18.6%-83.0%
Fund FamilyFidelity Investments (US)Invesco (US)
CategoryEquityEquity
InceptionNov 20, 2023Mar 10, 1999

FELC vs QQQ Performance

Fidelity Enhanced Large Cap Core ETF (FELC) is a ETF from Fidelity Investments (US) and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year FELC returned +26.85% while QQQ returned +28.64%. Year to date, FELC is up 15.02% versus a gain of 17.27% for QQQ.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 11.9% for FELC. 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 -18.6% for FELC 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 0.89. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FELC charges 0.18% per year while QQQ charges 0.18%. On a $10,000 position that is $18 vs $18 annually. On income, FELC currently yields 0.85% against 0.41% for QQQ.

Holdings Overlap

50.0%overlap

FELC and QQQ share 45 holdings out of 301 unique holdings combined, representing a 50.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FELCWeight in QQQDifference
NVDA7.86%7.88%0.02%
AAPL6.92%7.46%0.54%
MSFT3.99%4.65%0.66%
AMZNProProPro
GOOGLProProPro
MUProProPro
AVGOProProPro
GOOGProProPro
METAProProPro
AMDProProPro
See all 10 holdings FELC 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, FELC or QQQ?

FELC has an expense ratio of 0.18% while QQQ charges 0.18%. They cost the same. On a $10,000 investment, that is $0 per year of difference.

Which performed better, FELC or QQQ?

Over the past year FELC returned +26.85% vs +28.64% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (3 years), FELC annualized +23.88% vs +13.08% for QQQ. Past performance does not guarantee future results.

Which is riskier, FELC or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 11.9% for FELC. Worst drawdown: FELC -18.6% vs QQQ -83.0%.

Should I hold both FELC and QQQ?

FELC and QQQ have a monthly-return correlation of 0.89, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FELC and QQQ?

FELC and QQQ share 45 common holdings with a 50.0% weight overlap. Combined, they hold 301 unique securities.

Which pays a higher dividend, FELC or QQQ?

FELC yields 0.85% while QQQ yields 0.41%, so FELC currently pays the higher dividend yield.

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