QQQ vs QUSA

QQQ vs QUSA

Which is better, QQQ or QUSA?

Large Cap Growth against Large Cap Blend.

QQQ has a lower expense ratio. QQQ led over 1Y and the full window. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 49.4%.

Lower Fees: QQQHigher Returns: QQQLess Concentrated: QQQ

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricQQQQUSA
Expense Ratio0.18%Best0.97%
AUM$483.5B$22M
Dividend Yield0.44%15.39%
Holdings10797
YTD Return+15.86%Best+8.02%
1Y Return+22.63%Best+2.39%
3Y Return (annualized)+24.15%-
5Y Return (annualized)+14.16%-
Volatility (annualized)19.6%9.9%Best
Max Drawdown-12.0%-9.5%Best
$10,000 over 1.3 years$14,607Best$10,823
Top 10 Weight46.5%Best49.4%
Fund FamilyInvesco (US)VistaShares
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionMar 10, 1999May 6, 2025

Volatility and max drawdown, and the $10,000 over 1.3 years row, are measured over the window both funds cover: May 6, 2025 to Sep 10, 2026 (1.3 years).

QQQ vs QUSA growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.3 years both funds cover.

QQQ vs QUSA Performance

Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and VistaShares Target 15 USA Quality Income ETF (QUSA) is an ETF from VistaShares. Over the past year QQQ returned +22.63% while QUSA returned +2.39%. Year to date, QQQ is up 15.86% versus a gain of 8.02% for QUSA.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 19.6% compared with 9.9% for QUSA. 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 -12.0% for QQQ and -9.5% for QUSA. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.74. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

QQQ charges 0.18% per year while QUSA charges 0.97%. On a $10,000 position that is $18 vs $97 annually, a gap of $79 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 15.39% for QUSA.

Holdings Overlap

QQQ already in QUSA45.9%
QUSA already in QQQ57.0%

45.9% of QQQ's money is in holdings QUSA also owns. 57.0% of QUSA's money is in holdings QQQ also owns.

The two portfolios partly overlap.

16 positions in common, counted across the 102 positions we hold weights for in QQQ and 30 in QUSA, against full books of 107 and 97.

What only one of them owns

Our book lists 14 positions for QUSA that do not appear in our book for QQQ (43.4% of the fund), and 79 for QQQ that do not appear in QUSA (51.1%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in QQQWeight in QUSADifference
NVDANvidia Corp.8.44%5.57%2.87%
AAPLApple, Inc7.27%5.38%1.89%
MSFTMicrosoft Corp 4.100 Feb 06 375.76%5.78%0.02%
AVGOBroadcom Inc3.16%4.87%1.71%
WMTWalmart, Inc.2.41%4.38%1.97%
COSTCostco Wholesale Corp.1.84%4.61%2.77%
METAMeta Platforms, Inc.2.78%3.41%0.63%
LRCXLam Research Corpcommon Stock1.69%3.85%2.16%
GOOGLAlphabet A Usd 0.0013.36%2.13%1.23%
NFLXNetflix, Inc.1.37%4.01%2.64%

57.0% of QUSA is already inside QQQ.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

QQQQUSA

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QQQ or QUSA?

QQQ has an expense ratio of 0.18% while QUSA charges 0.97%. QQQ is the cheaper option, by $79 a year on a $10,000 investment.

Which performed better, QQQ or QUSA?

Over the past year QQQ returned +22.63% vs +2.39% for QUSA, so QQQ leads on 1-year performance. Over the longest common window we track (1 years), QQQ annualized +33.84% vs +6.27% for QUSA. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QQQ or QUSA?

QQQ has been the more volatile fund at 19.6% annualized versus 9.9% for QUSA. Worst drawdown: QQQ -12.0% vs QUSA -9.5%.

Should I hold both QQQ and QUSA?

QQQ and QUSA have a monthly-return correlation of 0.74, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between QQQ and QUSA?

57.0% of QUSA's money is in holdings QQQ also owns. 57.0% of QUSA's is in holdings QQQ also owns. They hold 16 positions in common, counted across the 102 positions we hold weights for in QQQ and 30 in QUSA.

Which pays a higher dividend, QQQ or QUSA?

QQQ yields 0.44% while QUSA yields 15.39%, so QUSA currently pays the higher dividend yield.

Is QUSA better than QQQ?

QQQ has a lower expense ratio. QQQ led over 1Y and the full window. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 49.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.