NANR vs QQQ

Quick Verdict

QQQ has a lower expense ratio. NANR delivered stronger 1-year returns. NANR offers more diversification with 214 holdings.

Lower Fees: QQQHigher Returns: NANRMore Diversified: NANR

Side-by-Side Comparison

MetricNANRQQQWinner
Expense Ratio0.35%0.18%
AUM$747M$455.8B
Dividend Yield1.87%0.41%
Holdings207108
YTD Return+18.56%+18.34%
1Y Return+44.00%+28.94%
3Y Return (annualized)+17.07%+25.28%
5Y Return (annualized)+18.25%+15.22%
Volatility (annualized)23.5%30.6%
Max Drawdown-51.1%-83.0%
Fund FamilySPDR State Street Global AdvisorsInvesco (US)
CategoryEquityEquity
InceptionDec 15, 2015Mar 10, 1999

NANR vs QQQ Performance

State Street SPDR S&P North American Natural Resources ETF (NANR) is a ETF from SPDR State Street Global Advisors and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year NANR returned +44.00% while QQQ returned +28.94%. Year to date, NANR is up 18.56% versus a gain of 18.34% for QQQ.

Over three years, NANR compounded at +17.07% per year against +25.28% for QQQ; over five years the annualized figures are +18.25% and +15.22% respectively. Across the full 11-year window we track, QQQ has the edge at +13.12% annualized vs +12.99%. 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 23.5% for NANR. 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 -51.1% for NANR 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 0.36. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

NANR charges 0.35% per year while QQQ charges 0.18%. On a $10,000 position that is $35 vs $18 annually, a gap of $17 per year that compounds over a long holding period. On income, NANR currently yields 1.87% against 0.41% for QQQ.

Holdings Overlap

0.5%overlap

NANR and QQQ share 2 holdings out of 315 unique holdings combined, representing a 0.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in NANRWeight in QQQDifference
BKR1.10%0.25%0.85%
FANG0.70%0.24%0.46%

Frequently Asked Questions

Which is cheaper, NANR or QQQ?

NANR has an expense ratio of 0.35% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $17 per year of difference.

Which performed better, NANR or QQQ?

Over the past year NANR returned +44.00% vs +28.94% for QQQ, so NANR leads on 1-year performance. Over the longest common window we track (11 years), NANR annualized +12.99% vs +13.12% for QQQ. Past performance does not guarantee future results.

Which is riskier, NANR or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 23.5% for NANR. Worst drawdown: NANR -51.1% vs QQQ -83.0%.

Should I hold both NANR and QQQ?

NANR and QQQ have a monthly-return correlation of 0.36, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between NANR and QQQ?

NANR and QQQ share 2 common holdings with a 0.5% weight overlap. Combined, they hold 315 unique securities.

Which pays a higher dividend, NANR or QQQ?

NANR yields 1.87% while QQQ yields 0.41%, so NANR currently pays the higher dividend yield.

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