QQQ vs VTIAX

Quick Verdict

VTIAX has a lower expense ratio. QQQ delivered stronger 1-year returns. VTIAX offers more diversification with 8498 holdings.

Lower Fees: VTIAXHigher Returns: QQQMore Diversified: VTIAX

Side-by-Side Comparison

MetricQQQVTIAXWinner
Expense Ratio0.18%0.09%
AUM$455.8B$104.1B
Dividend Yield0.41%2.52%
Holdings1088,762
YTD Return+14.45%+10.81%
1Y Return+24.70%+23.78%
3Y Return (annualized)+24.19%+13.72%
5Y Return (annualized)+14.49%+5.28%
Volatility (annualized)30.6%15.8%
Max Drawdown-83.0%-32.4%
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
InceptionMar 10, 1999Nov 29, 2010

QQQ vs VTIAX Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Vanguard Total International Stock Index Fund Admiral (VTIAX) is a mutual fund from Vanguard (US). Over the past year QQQ returned +24.70% while VTIAX returned +23.78%. Year to date, QQQ is up 14.45% versus a gain of 10.81% for VTIAX.

Over three years, QQQ compounded at +24.19% per year against +13.72% for VTIAX; over five years the annualized figures are +14.49% and +5.28% respectively. Across the full 5-year window we track, QQQ has the edge at +12.98% annualized vs +5.28%. 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 15.8% for VTIAX. 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 -32.4% for VTIAX. 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 0.70. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

QQQ charges 0.18% per year while VTIAX 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 2.52% for VTIAX.

Holdings Overlap

0.7%overlap

QQQ and VTIAX share 4 holdings out of 8597 unique holdings combined, representing a 0.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in QQQWeight in VTIAXDifference
SHOP:CA0.67%0.38%0.29%
PDD:IE0.25%0.19%0.06%
FER:AS0.20%0.08%0.12%
TRI:CAProProPro
See all 4 holdings QQQ shares with VTIAX
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, QQQ or VTIAX?

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

Which performed better, QQQ or VTIAX?

Over the past year QQQ returned +24.70% vs +23.78% for VTIAX, so QQQ leads on 1-year performance. Over the longest common window we track (5 years), QQQ annualized +12.98% vs +5.28% for VTIAX. Past performance does not guarantee future results.

Which is riskier, QQQ or VTIAX?

QQQ has been the more volatile fund at 30.6% annualized versus 15.8% for VTIAX. Worst drawdown: QQQ -83.0% vs VTIAX -32.4%.

Should I hold both QQQ and VTIAX?

QQQ and VTIAX have a monthly-return correlation of 0.70, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and VTIAX?

QQQ and VTIAX share 4 common holdings with a 0.7% weight overlap. Combined, they hold 8597 unique securities.

Which pays a higher dividend, QQQ or VTIAX?

QQQ yields 0.41% while VTIAX yields 2.52%, so VTIAX currently pays the higher dividend yield.

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