QQQ vs REVS

Quick Verdict

QQQ has a lower expense ratio. REVS delivered stronger 1-year returns. REVS offers more diversification with 300 holdings.

Lower Fees: QQQHigher Returns: REVSMore Diversified: REVS

Side-by-Side Comparison

MetricQQQREVSWinner
Expense Ratio0.18%0.19%
AUM$455.8B$321M
Dividend Yield0.41%1.91%
Holdings108310
YTD Return+18.20%+18.86%
1Y Return+27.63%+29.83%
3Y Return (annualized)+25.54%+19.06%
5Y Return (annualized)+15.12%+12.72%
Volatility (annualized)30.6%16.6%
Max Drawdown-83.0%-37.9%
Fund FamilyInvesco (US)Columbia Threadneedle Investments
CategoryEquityEquity
InceptionMar 10, 1999Sep 25, 2019

QQQ vs REVS Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Columbia Research Enhanced Value ETF (REVS) is a ETF from Columbia Threadneedle Investments. Over the past year QQQ returned +27.63% while REVS returned +29.83%. Year to date, QQQ is up 18.20% versus a gain of 18.86% for REVS.

Over three years, QQQ compounded at +25.54% per year against +19.06% for REVS; over five years the annualized figures are +15.12% and +12.72% respectively. Across the full 7-year window we track, REVS has the edge at +13.73% 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 16.6% for REVS. 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 -37.9% for REVS. 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 0.66. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

QQQ charges 0.18% per year while REVS charges 0.19%. On a $10,000 position that is $18 vs $19 annually, a gap of $1 per year that compounds over a long holding period. On income, QQQ currently yields 0.41% against 1.91% for REVS.

Holdings Overlap

12.8%overlap

QQQ and REVS share 18 holdings out of 385 unique holdings combined, representing a 12.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in QQQWeight in REVSDifference
GOOG3.06%3.25%0.19%
AMD3.85%1.96%1.89%
CSCO2.08%3.01%0.93%
METAProProPro
TXNProProPro
QCOMProProPro
AEPProProPro
GILDProProPro
AMGNProProPro
ROSTProProPro
See all 10 holdings QQQ shares with REVS
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, QQQ or REVS?

QQQ has an expense ratio of 0.18% while REVS charges 0.19%. QQQ is the cheaper option. On a $10,000 investment, that is $1 per year of difference.

Which performed better, QQQ or REVS?

Over the past year QQQ returned +27.63% vs +29.83% for REVS, so REVS leads on 1-year performance. Over the longest common window we track (7 years), QQQ annualized +13.11% vs +13.73% for REVS. Past performance does not guarantee future results.

Which is riskier, QQQ or REVS?

QQQ has been the more volatile fund at 30.6% annualized versus 16.6% for REVS. Worst drawdown: QQQ -83.0% vs REVS -37.9%.

Should I hold both QQQ and REVS?

QQQ and REVS have a monthly-return correlation of 0.66, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and REVS?

QQQ and REVS share 18 common holdings with a 12.8% weight overlap. Combined, they hold 385 unique securities.

Which pays a higher dividend, QQQ or REVS?

QQQ yields 0.41% while REVS yields 1.91%, so REVS currently pays the higher dividend yield.

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