QQQ vs RWLC

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

MetricQQQRWLCWinner
Expense Ratio0.18%0.32%
AUM$455.8B$97M
Dividend Yield0.41%13.05%
Holdings108107
YTD Return+16.83%+16.19%
1Y Return+26.58%-
3Y Return (annualized)+24.70%-
5Y Return (annualized)+14.88%-
Volatility (annualized)30.6%-
Max Drawdown-83.0%-8.5%
Fund FamilyInvesco (US)The Advisors Inner Circle Fund
CategoryEquityEquity
InceptionMar 10, 1999Dec 15, 2021

QQQ vs RWLC Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Rayliant NxtGen Multifactor US Equity ETF (RWLC) is a ETF from The Advisors Inner Circle Fund. Year to date, QQQ is up 16.83% versus a gain of 16.19% for RWLC.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -83.0% for QQQ and -8.5% for RWLC. 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 RWLC charges 0.32%. On a $10,000 position that is $18 vs $32 annually, a gap of $14 per year that compounds over a long holding period. On income, QQQ currently yields 0.41% against 13.05% for RWLC.

Holdings Overlap

42.0%overlap

QQQ and RWLC share 34 holdings out of 169 unique holdings combined, representing a 42.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in QQQWeight in RWLCDifference
AAPL7.46%9.41%1.95%
NVDA7.88%6.42%1.46%
MU4.67%2.90%1.77%
MSFTProProPro
GOOGLProProPro
AMZNProProPro
GOOGProProPro
AVGOProProPro
AMDProProPro
LRCXProProPro
See all 10 holdings QQQ shares with RWLC
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, QQQ or RWLC?

QQQ has an expense ratio of 0.18% while RWLC charges 0.32%. QQQ is the cheaper option. On a $10,000 investment, that is $14 per year of difference.

What is the holdings overlap between QQQ and RWLC?

QQQ and RWLC share 34 common holdings with a 42.0% weight overlap. Combined, they hold 169 unique securities.

Which pays a higher dividend, QQQ or RWLC?

QQQ yields 0.41% while RWLC yields 13.05%, so RWLC currently pays the higher dividend yield.

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