QQQ vs ZHOG
QQQ vs ZHOG
Invesco QQQ Trust, Series 1 vs F/m Opportunistic Income 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 | ZHOG | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.43% | |
| AUM | $455.8B | $46M | |
| Dividend Yield | 0.41% | 5.47% | |
| Holdings | 108 | 116 | |
| YTD Return | +18.20% | +0.99% | |
| 1Y Return | +27.63% | +3.89% | |
| 3Y Return (annualized) | +25.54% | +6.70% | |
| 5Y Return (annualized) | +15.12% | - | |
| Volatility (annualized) | 30.6% | 5.1% | |
| Max Drawdown | -83.0% | -3.7% | |
| Fund Family | Invesco (US) | F-m investments | |
| Category | Equity | Fixed Income | |
| Inception | Mar 10, 1999 | Sep 6, 2023 |
QQQ vs ZHOG Performance
Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and F/m Opportunistic Income ETF (ZHOG) is a ETF from F-m investments. Over the past year QQQ returned +27.63% while ZHOG returned +3.89%. Year to date, QQQ is up 18.20% versus a gain of 0.99% for ZHOG.
Over three years, QQQ compounded at +25.54% per year against +6.70% for ZHOG. Across the full 3-year window we track, QQQ has the edge at +13.11% annualized vs +6.70%. 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 5.1% for ZHOG. 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 -3.7% for ZHOG. 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 0.44. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
QQQ charges 0.18% per year while ZHOG charges 0.43%. On a $10,000 position that is $18 vs $43 annually, a gap of $25 per year that compounds over a long holding period. On income, QQQ currently yields 0.41% against 5.47% for ZHOG.
Holdings Overlap
QQQ and ZHOG share 0 holdings out of 127 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 ZHOG?
QQQ has an expense ratio of 0.18% while ZHOG charges 0.43%. QQQ is the cheaper option. On a $10,000 investment, that is $25 per year of difference.
Which performed better, QQQ or ZHOG?
Over the past year QQQ returned +27.63% vs +3.89% for ZHOG, so QQQ leads on 1-year performance. Over the longest common window we track (3 years), QQQ annualized +13.11% vs +6.70% for ZHOG. Past performance does not guarantee future results.
Which is riskier, QQQ or ZHOG?
QQQ has been the more volatile fund at 30.6% annualized versus 5.1% for ZHOG. Worst drawdown: QQQ -83.0% vs ZHOG -3.7%.
Should I hold both QQQ and ZHOG?
QQQ and ZHOG have a monthly-return correlation of 0.44, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between QQQ and ZHOG?
QQQ and ZHOG share 0 common holdings with a 0.0% weight overlap. Combined, they hold 127 unique securities.
Which pays a higher dividend, QQQ or ZHOG?
QQQ yields 0.41% while ZHOG yields 5.47%, so ZHOG currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.