QQMG vs QQQ

Quick Verdict

QQQ has a lower expense ratio. QQMG delivered stronger 1-year returns. QQQ offers more diversification with 103 holdings.

Lower Fees: QQQHigher Returns: QQMGMore Diversified: QQQ

Side-by-Side Comparison

MetricQQMGQQQWinner
Expense Ratio0.20%0.18%
AUM$192M$455.8B
Dividend Yield0.35%0.41%
Holdings94108
YTD Return+19.50%+18.20%
1Y Return+29.76%+27.63%
3Y Return (annualized)+26.91%+25.54%
5Y Return (annualized)-+15.12%
Volatility (annualized)21.5%30.6%
Max Drawdown-35.4%-83.0%
Fund FamilyInvesco (US)Invesco (US)
CategoryEquityEquity
InceptionOct 27, 2021Mar 10, 1999

QQMG vs QQQ Performance

Invesco ESG NASDAQ 100 ETF (QQMG) is a ETF from Invesco (US) and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year QQMG returned +29.76% while QQQ returned +27.63%. Year to date, QQMG is up 19.50% versus a gain of 18.20% for QQQ.

Over three years, QQMG compounded at +26.91% per year against +25.54% for QQQ. Across the full 5-year window we track, QQMG has the edge at +16.22% annualized vs +13.11%. 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 21.5% for QQMG. 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 -35.4% for QQMG 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 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

QQMG charges 0.20% per year while QQQ charges 0.18%. On a $10,000 position that is $20 vs $18 annually, a gap of $2 per year that compounds over a long holding period. On income, QQMG currently yields 0.35% against 0.41% for QQQ.

Holdings Overlap

85.1%overlap

QQMG and QQQ share 88 holdings out of 105 unique holdings combined, representing a 85.1% weight overlap.

High overlap means holding both may not provide much additional diversification.

Top Shared Holdings

StockWeight in QQMGWeight in QQQDifference
NVDA9.27%7.88%1.39%
AAPL7.29%7.46%0.17%
MU5.20%4.67%0.53%
MSFTProProPro
AMZNProProPro
TSLAProProPro
GOOGLProProPro
GOOGProProPro
AVGOProProPro
INTCProProPro
See all 10 holdings QQMG 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, QQMG or QQQ?

QQMG has an expense ratio of 0.20% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $2 per year of difference.

Which performed better, QQMG or QQQ?

Over the past year QQMG returned +29.76% vs +27.63% for QQQ, so QQMG leads on 1-year performance. Over the longest common window we track (5 years), QQMG annualized +16.22% vs +13.11% for QQQ. Past performance does not guarantee future results.

Which is riskier, QQMG or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 21.5% for QQMG. Worst drawdown: QQMG -35.4% vs QQQ -83.0%.

Should I hold both QQMG and QQQ?

QQMG and QQQ have a monthly-return correlation of 0.99, 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 QQMG and QQQ?

QQMG and QQQ share 88 common holdings with a 85.1% weight overlap. Combined, they hold 105 unique securities.

Which pays a higher dividend, QQMG or QQQ?

QQMG yields 0.35% while QQQ yields 0.41%, so QQQ currently pays the higher dividend yield.

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