QQQ vs QVML

Quick Verdict

QVML has a lower expense ratio. QQQ delivered stronger 1-year returns. QVML offers more diversification with 447 holdings.

Lower Fees: QVMLHigher Returns: QQQMore Diversified: QVML

Side-by-Side Comparison

MetricQQQQVMLWinner
Expense Ratio0.18%0.11%
AUM$455.8B$1.5B
Dividend Yield0.41%1.01%
Holdings108451
YTD Return+12.48%+11.29%
1Y Return+22.35%+20.73%
3Y Return (annualized)+22.30%+19.80%
5Y Return (annualized)+14.24%+13.16%
Volatility (annualized)30.6%15.4%
Max Drawdown-83.0%-23.5%
Fund FamilyInvesco (US)Invesco (US)
CategoryEquityEquity
InceptionMar 10, 1999Jun 28, 2021

QQQ vs QVML Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Invesco S&P 500 QVM Multi-factor ETF (QVML) is a ETF from Invesco (US). Over the past year QQQ returned +22.35% while QVML returned +20.73%. Year to date, QQQ is up 12.48% versus a gain of 11.29% for QVML.

Over three years, QQQ compounded at +22.30% per year against +19.80% for QVML; over five years the annualized figures are +14.24% and +13.16% respectively. Across the full 5-year window we track, QVML has the edge at +13.37% annualized vs +12.91%. 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 15.4% for QVML. 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 -23.5% for QVML. 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

QQQ charges 0.18% per year while QVML charges 0.11%. On a $10,000 position that is $18 vs $11 annually, a gap of $7 per year that compounds over a long holding period. On income, QQQ currently yields 0.41% against 1.01% for QVML.

Holdings Overlap

50.0%overlap

QQQ and QVML share 71 holdings out of 479 unique holdings combined, representing a 50.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in QQQWeight in QVMLDifference
NVDA7.88%8.14%0.26%
AAPL7.46%7.23%0.23%
GOOG3.06%6.46%3.40%
MSFTProProPro
AMZNProProPro
MUProProPro
AVGOProProPro
METAProProPro
INTCProProPro
WMTProProPro
See all 10 holdings QQQ shares with QVML
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Frequently Asked Questions

Which is cheaper, QQQ or QVML?

QQQ has an expense ratio of 0.18% while QVML charges 0.11%. QVML is the cheaper option. On a $10,000 investment, that is $7 per year of difference.

Which performed better, QQQ or QVML?

Over the past year QQQ returned +22.35% vs +20.73% for QVML, so QQQ leads on 1-year performance. Over the longest common window we track (5 years), QQQ annualized +12.91% vs +13.37% for QVML. Past performance does not guarantee future results.

Which is riskier, QQQ or QVML?

QQQ has been the more volatile fund at 30.6% annualized versus 15.4% for QVML. Worst drawdown: QQQ -83.0% vs QVML -23.5%.

Should I hold both QQQ and QVML?

QQQ and QVML 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 QQQ and QVML?

QQQ and QVML share 71 common holdings with a 50.0% weight overlap. Combined, they hold 479 unique securities.

Which pays a higher dividend, QQQ or QVML?

QQQ yields 0.41% while QVML yields 1.01%, so QVML currently pays the higher dividend yield.

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