QQQ vs RSMV

Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 103 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: QQQ

Side-by-Side Comparison

MetricQQQRSMVWinner
Expense Ratio0.18%0.95%
AUM$455.8B$23M
Dividend Yield0.41%0.91%
Holdings10831
YTD Return+18.34%+5.92%
1Y Return+28.94%+16.91%
3Y Return (annualized)+25.28%-
5Y Return (annualized)+15.22%-
Volatility (annualized)30.6%11.8%
Max Drawdown-83.0%-17.6%
Fund FamilyInvesco (US)Teucrium
CategoryEquityEquity
InceptionMar 10, 1999Jan 13, 2025

QQQ vs RSMV Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Relative Strength Managed Volatility Strategy ETF (RSMV) is a ETF from Teucrium. Over the past year QQQ returned +28.94% while RSMV returned +16.91%. Year to date, QQQ is up 18.34% versus a gain of 5.92% for RSMV.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 11.8% for RSMV. 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 -17.6% for RSMV. 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 RSMV charges 0.95%. On a $10,000 position that is $18 vs $95 annually, a gap of $77 per year that compounds over a long holding period. On income, QQQ currently yields 0.41% against 0.91% for RSMV.

Holdings Overlap

23.4%overlap

QQQ and RSMV share 13 holdings out of 125 unique holdings combined, representing a 23.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in QQQWeight in RSMVDifference
NVDA7.88%2.01%5.87%
AAPL7.46%2.10%5.36%
AMD3.85%2.07%1.78%
GOOGLProProPro
GOOGProProPro
METAProProPro
TSLAProProPro
INTCProProPro
CSCOProProPro
AMATProProPro
See all 10 holdings QQQ shares with RSMV
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, QQQ or RSMV?

QQQ has an expense ratio of 0.18% while RSMV charges 0.95%. QQQ is the cheaper option. On a $10,000 investment, that is $77 per year of difference.

Which performed better, QQQ or RSMV?

Over the past year QQQ returned +28.94% vs +16.91% for RSMV, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), QQQ annualized +13.12% vs +11.21% for RSMV. Past performance does not guarantee future results.

Which is riskier, QQQ or RSMV?

QQQ has been the more volatile fund at 30.6% annualized versus 11.8% for RSMV. Worst drawdown: QQQ -83.0% vs RSMV -17.6%.

Should I hold both QQQ and RSMV?

QQQ and RSMV 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 RSMV?

QQQ and RSMV share 13 common holdings with a 23.4% weight overlap. Combined, they hold 125 unique securities.

Which pays a higher dividend, QQQ or RSMV?

QQQ yields 0.41% while RSMV yields 0.91%, so RSMV currently pays the higher dividend yield.

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