QQQ vs RKSG

Quick Verdict

QQQ has a lower expense ratio. RKSG offers more diversification with 240 holdings.

Lower Fees: QQQHigher Returns: TiedMore Diversified: RKSG

Side-by-Side Comparison

MetricQQQRKSGWinner
Expense Ratio0.18%0.50%
AUM$455.8B$2M
Dividend Yield0.41%0.00%
Holdings108240
YTD Return+12.48%+10.90%
1Y Return+22.35%-
3Y Return (annualized)+22.30%-
5Y Return (annualized)+14.24%-
Volatility (annualized)30.6%-
Max Drawdown-83.0%-5.3%
Fund FamilyInvesco (US)Ruk Funds Management, LLC
CategoryEquityEquity
InceptionMar 10, 1999Mar 31, 2026

QQQ vs RKSG Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Ruk Strategic Growth ETF (RKSG) is a ETF from Ruk Funds Management, LLC. Year to date, QQQ is up 12.48% versus a gain of 10.90% for RKSG.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -83.0% for QQQ and -5.3% for RKSG. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

QQQ charges 0.18% per year while RKSG charges 0.50%. On a $10,000 position that is $18 vs $50 annually, a gap of $32 per year that compounds over a long holding period. On income, QQQ currently yields 0.41% against 0.00% for RKSG.

Holdings Overlap

35.0%overlap

QQQ and RKSG share 61 holdings out of 282 unique holdings combined, representing a 35.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in QQQWeight in RKSGDifference
NVDA7.88%8.92%1.04%
AAPL7.46%6.44%1.02%
GOOGL3.29%6.21%2.92%
MSFTProProPro
AMZNProProPro
AVGOProProPro
MUProProPro
METAProProPro
AMDProProPro
TSLAProProPro
See all 10 holdings QQQ shares with RKSG
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, QQQ or RKSG?

QQQ has an expense ratio of 0.18% while RKSG charges 0.50%. QQQ is the cheaper option. On a $10,000 investment, that is $32 per year of difference.

What is the holdings overlap between QQQ and RKSG?

QQQ and RKSG share 61 common holdings with a 35.0% weight overlap. Combined, they hold 282 unique securities.

Which pays a higher dividend, QQQ or RKSG?

QQQ yields 0.41% while RKSG yields 0.00%, so QQQ currently pays the higher dividend yield.

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