QQQ vs YOKE
QQQ vs YOKE
Invesco QQQ Trust, Series 1 vs Yoke Core ETF
Quick Verdict
QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 103 holdings.
Side-by-Side Comparison
| Metric | QQQ | YOKE | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.30% | |
| AUM | $455.8B | $232M | |
| Dividend Yield | 0.41% | 0.72% | |
| Holdings | 108 | 52 | |
| YTD Return | +14.45% | +17.27% | |
| 1Y Return | +24.70% | +21.47% | |
| 3Y Return (annualized) | +24.19% | - | |
| 5Y Return (annualized) | +14.49% | - | |
| Volatility (annualized) | 30.6% | 12.8% | |
| Max Drawdown | -83.0% | -14.3% | |
| Fund Family | Invesco (US) | Yoke ETF | |
| Category | Equity | Allocation/Balanced | |
| Inception | Mar 10, 1999 | Feb 21, 2025 |
QQQ vs YOKE Performance
Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Yoke Core ETF (YOKE) is a ETF from Yoke ETF. Over the past year QQQ returned +24.70% while YOKE returned +21.47%. Year to date, QQQ is up 14.45% versus a gain of 17.27% for YOKE.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 12.8% for YOKE. 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 -14.3% for YOKE. 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 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
QQQ charges 0.18% per year while YOKE charges 0.30%. On a $10,000 position that is $18 vs $30 annually, a gap of $12 per year that compounds over a long holding period. On income, QQQ currently yields 0.41% against 0.72% for YOKE.
Holdings Overlap
QQQ and YOKE share 18 holdings out of 136 unique holdings combined, representing a 23.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in QQQ | Weight in YOKE | Difference |
|---|---|---|---|
| NVDA | 7.88% | 4.37% | 3.51% |
| AAPL | 7.46% | 2.41% | 5.05% |
| GOOG | 3.06% | 5.34% | 2.28% |
| MSFT | Pro | Pro | Pro |
| AMZN | Pro | Pro | Pro |
| META | Pro | Pro | Pro |
| SNDK | Pro | Pro | Pro |
| ASL:AS | Pro | Pro | Pro |
| WDC | Pro | Pro | Pro |
| STX | Pro | Pro | Pro |
See all 10 holdings QQQ shares with YOKE Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, QQQ or YOKE?
QQQ has an expense ratio of 0.18% while YOKE charges 0.30%. QQQ is the cheaper option. On a $10,000 investment, that is $12 per year of difference.
Which performed better, QQQ or YOKE?
Over the past year QQQ returned +24.70% vs +21.47% for YOKE, so QQQ leads on 1-year performance. Over the longest common window we track (1 years), QQQ annualized +12.98% vs +20.43% for YOKE. Past performance does not guarantee future results.
Which is riskier, QQQ or YOKE?
QQQ has been the more volatile fund at 30.6% annualized versus 12.8% for YOKE. Worst drawdown: QQQ -83.0% vs YOKE -14.3%.
Should I hold both QQQ and YOKE?
QQQ and YOKE have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between QQQ and YOKE?
QQQ and YOKE share 18 common holdings with a 23.4% weight overlap. Combined, they hold 136 unique securities.
Which pays a higher dividend, QQQ or YOKE?
QQQ yields 0.41% while YOKE yields 0.72%, so YOKE currently pays the higher dividend yield.
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