QQQ vs RSPE

Quick Verdict

QQQ has a lower expense ratio. RSPE delivered stronger 1-year returns. RSPE offers more diversification with 185 holdings.

Lower Fees: QQQHigher Returns: RSPEMore Diversified: RSPE

Side-by-Side Comparison

MetricQQQRSPEWinner
Expense Ratio0.18%0.20%
AUM$455.8B$68M
Dividend Yield0.41%1.46%
Holdings108188
YTD Return+16.83%+16.42%
1Y Return+26.58%+27.91%
3Y Return (annualized)+24.70%+15.58%
5Y Return (annualized)+14.88%-
Volatility (annualized)30.6%16.5%
Max Drawdown-83.0%-22.9%
Fund FamilyInvesco (US)Invesco (US)
CategoryEquityEquity
InceptionMar 10, 1999Nov 17, 2021

QQQ vs RSPE Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Invesco ESG S&P 500 Equal Weight ETF (RSPE) is a ETF from Invesco (US). Over the past year QQQ returned +26.58% while RSPE returned +27.91%. Year to date, QQQ is up 16.83% versus a gain of 16.42% for RSPE.

Over three years, QQQ compounded at +24.70% per year against +15.58% for RSPE. Across the full 5-year window we track, QQQ has the edge at +13.06% annualized vs +9.03%. 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 16.5% for RSPE. 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 -22.9% for RSPE. 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 0.73. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

QQQ charges 0.18% per year while RSPE charges 0.20%. On a $10,000 position that is $18 vs $20 annually, a gap of $2 per year that compounds over a long holding period. On income, QQQ currently yields 0.41% against 1.46% for RSPE.

Holdings Overlap

13.9%overlap

QQQ and RSPE share 33 holdings out of 255 unique holdings combined, representing a 13.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in QQQWeight in RSPEDifference
NVDA7.88%0.51%7.37%
MU4.67%0.68%3.99%
MSFT4.65%0.49%4.16%
GOOGLProProPro
GOOGProProPro
WMTProProPro
INTCProProPro
CSCOProProPro
LRCXProProPro
KLACProProPro
See all 10 holdings QQQ shares with RSPE
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, QQQ or RSPE?

QQQ has an expense ratio of 0.18% while RSPE charges 0.20%. QQQ is the cheaper option. On a $10,000 investment, that is $2 per year of difference.

Which performed better, QQQ or RSPE?

Over the past year QQQ returned +26.58% vs +27.91% for RSPE, so RSPE leads on 1-year performance. Over the longest common window we track (5 years), QQQ annualized +13.06% vs +9.03% for RSPE. Past performance does not guarantee future results.

Which is riskier, QQQ or RSPE?

QQQ has been the more volatile fund at 30.6% annualized versus 16.5% for RSPE. Worst drawdown: QQQ -83.0% vs RSPE -22.9%.

Should I hold both QQQ and RSPE?

QQQ and RSPE have a monthly-return correlation of 0.73, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and RSPE?

QQQ and RSPE share 33 common holdings with a 13.9% weight overlap. Combined, they hold 255 unique securities.

Which pays a higher dividend, QQQ or RSPE?

QQQ yields 0.41% while RSPE yields 1.46%, so RSPE currently pays the higher dividend yield.

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