QQQ vs XYLD

Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. XYLD offers more diversification with 493 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: XYLD

Side-by-Side Comparison

MetricQQQXYLDWinner
Expense Ratio0.18%0.60%
AUM$455.8B$3.2B
Dividend Yield0.41%10.37%
Holdings108507
YTD Return+18.34%+8.65%
1Y Return+28.94%+18.65%
3Y Return (annualized)+25.28%+11.73%
5Y Return (annualized)+15.22%+7.82%
Volatility (annualized)30.6%11.2%
Max Drawdown-83.0%-34.7%
Fund FamilyInvesco (US)Global X by mirae Asset
CategoryEquityAlternative
InceptionMar 10, 1999Jun 21, 2013

QQQ vs XYLD Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Global X S&P 500 Covered Call ETF (XYLD) is a ETF from Global X by mirae Asset. Over the past year QQQ returned +28.94% while XYLD returned +18.65%. Year to date, QQQ is up 18.34% versus a gain of 8.65% for XYLD.

Over three years, QQQ compounded at +25.28% per year against +11.73% for XYLD; over five years the annualized figures are +15.22% and +7.82% respectively. Across the full 13-year window we track, QQQ has the edge at +13.12% annualized vs +4.95%. 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 11.2% for XYLD. 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 -34.7% for XYLD. 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 0.77. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

QQQ charges 0.18% per year while XYLD charges 0.60%. On a $10,000 position that is $18 vs $60 annually, a gap of $42 per year that compounds over a long holding period. On income, QQQ currently yields 0.41% against 10.37% for XYLD.

Holdings Overlap

55.8%overlap

QQQ and XYLD share 86 holdings out of 510 unique holdings combined, representing a 55.8% weight overlap.

High overlap means holding both may not provide much additional diversification.

Top Shared Holdings

StockWeight in QQQWeight in XYLDDifference
NVDA7.88%8.73%0.85%
AAPL7.46%7.03%0.43%
MSFT4.65%5.02%0.37%
AMZNProProPro
GOOGLProProPro
AVGOProProPro
MUProProPro
GOOGProProPro
METAProProPro
TSLAProProPro
See all 10 holdings QQQ shares with XYLD
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, QQQ or XYLD?

QQQ has an expense ratio of 0.18% while XYLD charges 0.60%. QQQ is the cheaper option. On a $10,000 investment, that is $42 per year of difference.

Which performed better, QQQ or XYLD?

Over the past year QQQ returned +28.94% vs +18.65% for XYLD, so QQQ leads on 1-year performance. Over the longest common window we track (13 years), QQQ annualized +13.12% vs +4.95% for XYLD. Past performance does not guarantee future results.

Which is riskier, QQQ or XYLD?

QQQ has been the more volatile fund at 30.6% annualized versus 11.2% for XYLD. Worst drawdown: QQQ -83.0% vs XYLD -34.7%.

Should I hold both QQQ and XYLD?

QQQ and XYLD have a monthly-return correlation of 0.77, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and XYLD?

QQQ and XYLD share 86 common holdings with a 55.8% weight overlap. Combined, they hold 510 unique securities.

Which pays a higher dividend, QQQ or XYLD?

QQQ yields 0.41% while XYLD yields 10.37%, so XYLD currently pays the higher dividend yield.

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