QQQ vs TRPA

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

MetricQQQTRPAWinner
Expense Ratio0.18%0.24%
AUM$455.8B$111M
Dividend Yield0.41%5.07%
Holdings108123
YTD Return+17.27%-0.22%
1Y Return+28.64%+1.61%
3Y Return (annualized)+24.88%+5.01%
5Y Return (annualized)+14.86%+2.76%
Volatility (annualized)30.6%3.5%
Max Drawdown-83.0%-10.8%
Fund FamilyInvesco (US)Hartford Funds
CategoryEquityFixed Income
InceptionMar 10, 1999May 30, 2018

QQQ vs TRPA Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Hartford AAA CLO ETF (TRPA) is a ETF from Hartford Funds. Over the past year QQQ returned +28.64% while TRPA returned +1.61%. Year to date, QQQ is up 17.27% versus a loss of 0.22% for TRPA.

Over three years, QQQ compounded at +24.88% per year against +5.01% for TRPA; over five years the annualized figures are +14.86% and +2.76% respectively. Across the full 8-year window we track, QQQ has the edge at +13.08% annualized vs +3.12%. 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 3.5% for TRPA. 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 -10.8% for TRPA. 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 0.52. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

QQQ charges 0.18% per year while TRPA charges 0.24%. On a $10,000 position that is $18 vs $24 annually, a gap of $6 per year that compounds over a long holding period. On income, QQQ currently yields 0.41% against 5.07% for TRPA.

Holdings Overlap

0.0%overlap

QQQ and TRPA share 0 holdings out of 114 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, QQQ or TRPA?

QQQ has an expense ratio of 0.18% while TRPA charges 0.24%. QQQ is the cheaper option. On a $10,000 investment, that is $6 per year of difference.

Which performed better, QQQ or TRPA?

Over the past year QQQ returned +28.64% vs +1.61% for TRPA, so QQQ leads on 1-year performance. Over the longest common window we track (8 years), QQQ annualized +13.08% vs +3.12% for TRPA. Past performance does not guarantee future results.

Which is riskier, QQQ or TRPA?

QQQ has been the more volatile fund at 30.6% annualized versus 3.5% for TRPA. Worst drawdown: QQQ -83.0% vs TRPA -10.8%.

Should I hold both QQQ and TRPA?

QQQ and TRPA have a monthly-return correlation of 0.52, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and TRPA?

QQQ and TRPA share 0 common holdings with a 0.0% weight overlap. Combined, they hold 114 unique securities.

Which pays a higher dividend, QQQ or TRPA?

QQQ yields 0.41% while TRPA yields 5.07%, so TRPA currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See inside every ETF you own
$29/moCancel anytime.
Try FundXLS →