FFLV vs QQQ

Quick Verdict

QQQ has a lower expense ratio. FFLV delivered stronger 1-year returns. FFLV offers more diversification with 105 holdings.

Lower Fees: QQQHigher Returns: FFLVMore Diversified: FFLV

Side-by-Side Comparison

MetricFFLVQQQWinner
Expense Ratio0.38%0.18%
AUM$16M$455.8B
Dividend Yield1.41%0.41%
Holdings119108
YTD Return+16.27%+12.48%
1Y Return+30.05%+22.35%
3Y Return (annualized)-+22.30%
5Y Return (annualized)-+14.24%
Volatility (annualized)12.5%30.6%
Max Drawdown-16.7%-83.0%
Fund FamilyFidelity Investments (US)Invesco (US)
CategoryEquityEquity
InceptionFeb 9, 2024Mar 10, 1999

FFLV vs QQQ Performance

Fidelity Fundamental Large Cap Value ETF (FFLV) is a ETF from Fidelity Investments (US) and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year FFLV returned +30.05% while QQQ returned +22.35%. Year to date, FFLV is up 16.27% versus a gain of 12.48% for QQQ.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 12.5% for FFLV. 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 -16.7% for FFLV 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 0.34. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FFLV charges 0.38% per year while QQQ charges 0.18%. On a $10,000 position that is $38 vs $18 annually, a gap of $20 per year that compounds over a long holding period. On income, FFLV currently yields 1.41% against 0.41% for QQQ.

Holdings Overlap

19.4%overlap

FFLV and QQQ share 14 holdings out of 194 unique holdings combined, representing a 19.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FFLVWeight in QQQDifference
AMZN6.86%4.26%2.60%
AAPL2.82%7.46%4.64%
MSFT4.94%4.65%0.29%
CSCOProProPro
GOOGLProProPro
METAProProPro
INTCProProPro
WDCProProPro
GILDProProPro
QCOMProProPro
See all 10 holdings FFLV 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, FFLV or QQQ?

FFLV has an expense ratio of 0.38% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $20 per year of difference.

Which performed better, FFLV or QQQ?

Over the past year FFLV returned +30.05% vs +22.35% for QQQ, so FFLV leads on 1-year performance. Over the longest common window we track (2 years), FFLV annualized +17.06% vs +12.91% for QQQ. Past performance does not guarantee future results.

Which is riskier, FFLV or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 12.5% for FFLV. Worst drawdown: FFLV -16.7% vs QQQ -83.0%.

Should I hold both FFLV and QQQ?

FFLV and QQQ have a monthly-return correlation of 0.34, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FFLV and QQQ?

FFLV and QQQ share 14 common holdings with a 19.4% weight overlap. Combined, they hold 194 unique securities.

Which pays a higher dividend, FFLV or QQQ?

FFLV yields 1.41% while QQQ yields 0.41%, so FFLV currently pays the higher dividend yield.

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