IQQQ vs VTI

Quick Verdict

VTI has a lower expense ratio. IQQQ delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: IQQQMore Diversified: VTI

Side-by-Side Comparison

MetricIQQQVTIWinner
Expense Ratio0.55%0.03%
AUM$391M$663.5B
Dividend Yield4.47%1.07%
Holdings1083,543
YTD Return+14.40%+13.57%
1Y Return+25.74%+24.23%
3Y Return (annualized)-+20.73%
5Y Return (annualized)-+12.24%
Volatility (annualized)16.9%15.3%
Max Drawdown-21.5%-56.6%
Fund FamilyProSharesVanguard (US)
CategoryEquityEquity
InceptionMar 18, 2024May 24, 2001

IQQQ vs VTI Performance

Proshares Nasdaq-100 High Income ETF (IQQQ) is a ETF from ProShares and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year IQQQ returned +25.74% while VTI returned +24.23%. Year to date, IQQQ is up 14.40% versus a gain of 13.57% for VTI.

Risk: Volatility and Drawdowns

IQQQ has been the more volatile fund, with annualized monthly volatility of 16.9% compared with 15.3% for VTI. 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 -21.5% for IQQQ and -56.6% for VTI. 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 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

IQQQ charges 0.55% per year while VTI charges 0.03%. On a $10,000 position that is $55 vs $3 annually, a gap of $52 per year that compounds over a long holding period. On income, IQQQ currently yields 4.47% against 1.07% for VTI.

Holdings Overlap

47.6%overlap

IQQQ and VTI share 90 holdings out of 2797 unique holdings combined, representing a 47.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IQQQWeight in VTIDifference
NVDA6.31%6.32%0.01%
AAPL6.12%5.84%0.28%
MSFT3.83%3.81%0.02%
AMZNProProPro
MUProProPro
GOOGLProProPro
GOOGProProPro
AVGOProProPro
AMDProProPro
TSLAProProPro
See all 10 holdings IQQQ shares with VTI
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, IQQQ or VTI?

IQQQ has an expense ratio of 0.55% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $52 per year of difference.

Which performed better, IQQQ or VTI?

Over the past year IQQQ returned +25.74% vs +24.23% for VTI, so IQQQ leads on 1-year performance. Over the longest common window we track (2 years), IQQQ annualized +18.41% vs +8.12% for VTI. Past performance does not guarantee future results.

Which is riskier, IQQQ or VTI?

IQQQ has been the more volatile fund at 16.9% annualized versus 15.3% for VTI. Worst drawdown: IQQQ -21.5% vs VTI -56.6%.

Should I hold both IQQQ and VTI?

IQQQ and VTI have a monthly-return correlation of 0.90, 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 IQQQ and VTI?

IQQQ and VTI share 90 common holdings with a 47.6% weight overlap. Combined, they hold 2797 unique securities.

Which pays a higher dividend, IQQQ or VTI?

IQQQ yields 4.47% while VTI yields 1.07%, so IQQQ currently pays the higher dividend yield.

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