QQQ vs QQQH

Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns.

Lower Fees: QQQHigher Returns: QQQMore Diversified: Tied

Side-by-Side Comparison

MetricQQQQQQHWinner
Expense Ratio0.18%0.68%
AUM$455.8B$375M
Dividend Yield0.41%9.56%
Holdings108106
YTD Return+18.34%+6.56%
1Y Return+28.94%+13.37%
3Y Return (annualized)+25.28%+18.31%
5Y Return (annualized)+15.22%+7.83%
Volatility (annualized)30.6%13.2%
Max Drawdown-83.0%-31.2%
Fund FamilyInvesco (US)NEOS
CategoryEquityEquity
InceptionMar 10, 1999Nov 8, 2024

QQQ vs QQQH Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) is a ETF from NEOS. Over the past year QQQ returned +28.94% while QQQH returned +13.37%. Year to date, QQQ is up 18.34% versus a gain of 6.56% for QQQH.

Over three years, QQQ compounded at +25.28% per year against +18.31% for QQQH; over five years the annualized figures are +15.22% and +7.83% respectively. Across the full 7-year window we track, QQQ has the edge at +13.12% annualized vs +8.57%. 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 13.2% for QQQH. 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 -83.0% for QQQ and -31.2% for QQQH. 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 0.85. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

QQQ charges 0.18% per year while QQQH charges 0.68%. On a $10,000 position that is $18 vs $68 annually, a gap of $50 per year that compounds over a long holding period. On income, QQQ currently yields 0.41% against 9.56% for QQQH.

Holdings Overlap

92.0%overlap

QQQ and QQQH share 100 holdings out of 106 unique holdings combined, representing a 92.0% weight overlap.

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

Top Shared Holdings

StockWeight in QQQWeight in QQQHDifference
NVDA7.88%7.78%0.10%
AAPL7.46%8.13%0.67%
MU4.67%4.61%0.06%
MSFTProProPro
AMZNProProPro
AMDProProPro
GOOGLProProPro
GOOGProProPro
AVGOProProPro
METAProProPro
See all 10 holdings QQQ shares with QQQH
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, QQQ or QQQH?

QQQ has an expense ratio of 0.18% while QQQH charges 0.68%. QQQ is the cheaper option. On a $10,000 investment, that is $50 per year of difference.

Which performed better, QQQ or QQQH?

Over the past year QQQ returned +28.94% vs +13.37% for QQQH, so QQQ leads on 1-year performance. Over the longest common window we track (7 years), QQQ annualized +13.12% vs +8.57% for QQQH. Past performance does not guarantee future results.

Which is riskier, QQQ or QQQH?

QQQ has been the more volatile fund at 30.6% annualized versus 13.2% for QQQH. Worst drawdown: QQQ -83.0% vs QQQH -31.2%.

Should I hold both QQQ and QQQH?

QQQ and QQQH have a monthly-return correlation of 0.85, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and QQQH?

QQQ and QQQH share 100 common holdings with a 92.0% weight overlap. Combined, they hold 106 unique securities.

Which pays a higher dividend, QQQ or QQQH?

QQQ yields 0.41% while QQQH yields 9.56%, so QQQH currently pays the higher dividend yield.

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