QQQ vs SPXT

Quick Verdict

SPXT has a lower expense ratio. QQQ delivered stronger 1-year returns. SPXT offers more diversification with 429 holdings.

Lower Fees: SPXTHigher Returns: QQQMore Diversified: SPXT

Side-by-Side Comparison

MetricQQQSPXTWinner
Expense Ratio0.18%0.09%
AUM$455.8B$275M
Dividend Yield0.41%1.37%
Holdings108430
YTD Return+18.34%+8.80%
1Y Return+28.94%+18.35%
3Y Return (annualized)+25.28%+16.10%
5Y Return (annualized)+15.22%+9.92%
Volatility (annualized)30.6%14.4%
Max Drawdown-83.0%-34.4%
Fund FamilyInvesco (US)ProShares
CategoryEquityEquity
InceptionMar 10, 1999Sep 22, 2015

QQQ vs SPXT Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and ProShares S&P 500 Ex-Technology ETF (SPXT) is a ETF from ProShares. Over the past year QQQ returned +28.94% while SPXT returned +18.35%. Year to date, QQQ is up 18.34% versus a gain of 8.80% for SPXT.

Over three years, QQQ compounded at +25.28% per year against +16.10% for SPXT; over five years the annualized figures are +15.22% and +9.92% respectively. Across the full 11-year window we track, QQQ has the edge at +13.12% annualized vs +10.87%. 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 14.4% for SPXT. 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 -34.4% for SPXT. 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 SPXT charges 0.09%. On a $10,000 position that is $18 vs $9 annually, a gap of $9 per year that compounds over a long holding period. On income, QQQ currently yields 0.41% against 1.37% for SPXT.

Holdings Overlap

28.0%overlap

QQQ and SPXT share 52 holdings out of 480 unique holdings combined, representing a 28.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in QQQWeight in SPXTDifference
AMZN4.26%5.85%1.59%
GOOGL3.29%5.26%1.97%
GOOG3.06%4.22%1.16%
METAProProPro
TSLAProProPro
WMTProProPro
COSTProProPro
NFLXProProPro
LINProProPro
AMGNProProPro
See all 10 holdings QQQ shares with SPXT
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Frequently Asked Questions

Which is cheaper, QQQ or SPXT?

QQQ has an expense ratio of 0.18% while SPXT charges 0.09%. SPXT is the cheaper option. On a $10,000 investment, that is $9 per year of difference.

Which performed better, QQQ or SPXT?

Over the past year QQQ returned +28.94% vs +18.35% for SPXT, so QQQ leads on 1-year performance. Over the longest common window we track (11 years), QQQ annualized +13.12% vs +10.87% for SPXT. Past performance does not guarantee future results.

Which is riskier, QQQ or SPXT?

QQQ has been the more volatile fund at 30.6% annualized versus 14.4% for SPXT. Worst drawdown: QQQ -83.0% vs SPXT -34.4%.

Should I hold both QQQ and SPXT?

QQQ and SPXT 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 SPXT?

QQQ and SPXT share 52 common holdings with a 28.0% weight overlap. Combined, they hold 480 unique securities.

Which pays a higher dividend, QQQ or SPXT?

QQQ yields 0.41% while SPXT yields 1.37%, so SPXT currently pays the higher dividend yield.

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