QQQ vs ROUS

Quick Verdict

QQQ has a lower expense ratio. ROUS delivered stronger 1-year returns. ROUS offers more diversification with 322 holdings.

Lower Fees: QQQHigher Returns: ROUSMore Diversified: ROUS

Side-by-Side Comparison

MetricQQQROUSWinner
Expense Ratio0.18%0.19%
AUM$455.8B$695M
Dividend Yield0.41%1.31%
Holdings108323
YTD Return+16.83%+17.40%
1Y Return+26.58%+27.32%
3Y Return (annualized)+24.70%+18.95%
5Y Return (annualized)+14.88%+12.22%
Volatility (annualized)30.6%14.6%
Max Drawdown-83.0%-35.5%
Fund FamilyInvesco (US)Hartford Funds
CategoryEquityEquity
InceptionMar 10, 1999Feb 25, 2015

QQQ vs ROUS Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Hartford Multifactor US Equity ETF (ROUS) is a ETF from Hartford Funds. Over the past year QQQ returned +26.58% while ROUS returned +27.32%. Year to date, QQQ is up 16.83% versus a gain of 17.40% for ROUS.

Over three years, QQQ compounded at +24.70% per year against +18.95% for ROUS; over five years the annualized figures are +14.88% and +12.22% respectively. Across the full 11-year window we track, QQQ has the edge at +13.06% annualized vs +9.98%. 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 14.6% for ROUS. 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 -35.5% for ROUS. 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 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

QQQ charges 0.18% per year while ROUS 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 1.31% for ROUS.

Holdings Overlap

22.8%overlap

QQQ and ROUS share 57 holdings out of 368 unique holdings combined, representing a 22.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in QQQWeight in ROUSDifference
NVDA7.88%0.65%7.23%
AAPL7.46%1.07%6.39%
MU4.67%0.92%3.75%
MSFTProProPro
GOOGLProProPro
AMZNProProPro
AMDProProPro
METAProProPro
CSCOProProPro
AVGOProProPro
See all 10 holdings QQQ shares with ROUS
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, QQQ or ROUS?

QQQ has an expense ratio of 0.18% while ROUS 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 ROUS?

Over the past year QQQ returned +26.58% vs +27.32% for ROUS, so ROUS leads on 1-year performance. Over the longest common window we track (11 years), QQQ annualized +13.06% vs +9.98% for ROUS. Past performance does not guarantee future results.

Which is riskier, QQQ or ROUS?

QQQ has been the more volatile fund at 30.6% annualized versus 14.6% for ROUS. Worst drawdown: QQQ -83.0% vs ROUS -35.5%.

Should I hold both QQQ and ROUS?

QQQ and ROUS have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and ROUS?

QQQ and ROUS share 57 common holdings with a 22.8% weight overlap. Combined, they hold 368 unique securities.

Which pays a higher dividend, QQQ or ROUS?

QQQ yields 0.41% while ROUS yields 1.31%, so ROUS currently pays the higher dividend yield.

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