QQMG vs VYM

Quick Verdict

VYM has a lower expense ratio. QQMG delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: QQMGMore Diversified: VYM

Side-by-Side Comparison

MetricQQMGVYMWinner
Expense Ratio0.20%0.04%
AUM$192M$79.0B
Dividend Yield0.35%2.86%
Holdings94568
YTD Return+19.50%+15.80%
1Y Return+29.76%+26.12%
3Y Return (annualized)+26.91%+18.25%
5Y Return (annualized)-+12.51%
Volatility (annualized)21.5%14.6%
Max Drawdown-35.4%-58.8%
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
InceptionOct 27, 2021Nov 10, 2006

QQMG vs VYM Performance

Invesco ESG NASDAQ 100 ETF (QQMG) is a ETF from Invesco (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year QQMG returned +29.76% while VYM returned +26.12%. Year to date, QQMG is up 19.50% versus a gain of 15.80% for VYM.

Over three years, QQMG compounded at +26.91% per year against +18.25% for VYM. Across the full 5-year window we track, QQMG has the edge at +16.22% annualized vs +7.07%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQMG has been the more volatile fund, with annualized monthly volatility of 21.5% compared with 14.6% for VYM. 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 -58.8% for VYM. 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 0.55. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

QQMG charges 0.20% per year while VYM charges 0.04%. On a $10,000 position that is $20 vs $4 annually, a gap of $16 per year that compounds over a long holding period. On income, QQMG currently yields 0.35% against 2.86% for VYM.

Holdings Overlap

13.1%overlap

QQMG and VYM share 21 holdings out of 627 unique holdings combined, representing a 13.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in QQMGWeight in VYMDifference
AVGO2.51%6.47%3.96%
WMT2.35%2.44%0.09%
CSCO2.73%1.39%1.34%
TXNProProPro
PEPProProPro
QCOMProProPro
AMGNProProPro
STXProProPro
GILDProProPro
SBUXProProPro
See all 10 holdings QQMG shares with VYM
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Frequently Asked Questions

Which is cheaper, QQMG or VYM?

QQMG has an expense ratio of 0.20% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $16 per year of difference.

Which performed better, QQMG or VYM?

Over the past year QQMG returned +29.76% vs +26.12% for VYM, so QQMG leads on 1-year performance. Over the longest common window we track (5 years), QQMG annualized +16.22% vs +7.07% for VYM. Past performance does not guarantee future results.

Which is riskier, QQMG or VYM?

QQMG has been the more volatile fund at 21.5% annualized versus 14.6% for VYM. Worst drawdown: QQMG -35.4% vs VYM -58.8%.

Should I hold both QQMG and VYM?

QQMG and VYM have a monthly-return correlation of 0.55, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQMG and VYM?

QQMG and VYM share 21 common holdings with a 13.1% weight overlap. Combined, they hold 627 unique securities.

Which pays a higher dividend, QQMG or VYM?

QQMG yields 0.35% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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