ABEQ vs QQQ

ABEQ vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: QQQ

Side-by-Side Comparison

MetricABEQQQQWinner
Expense Ratio0.85%0.18%
AUM$144M$496.3B
Dividend Yield1.18%0.44%
Holdings20108
YTD Return+9.92%+16.23%
1Y Return+13.05%+26.23%
3Y Return (annualized)+13.88%+25.75%
5Y Return (annualized)+8.89%+14.78%
Volatility (annualized)12.9%30.6%
Max Drawdown-27.8%-83.0%
Fund FamilyAbsolute FundsInvesco (US)
CategoryEquityEquity
InceptionJan 21, 2020Mar 10, 1999

ABEQ vs QQQ Performance

Absolute Select Value ETF (ABEQ) is a ETF from Absolute Funds and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year ABEQ returned +13.05% while QQQ returned +26.23%. Year to date, ABEQ is up 9.92% versus a gain of 16.23% for QQQ.

Over three years, ABEQ compounded at +13.88% per year against +25.75% for QQQ; over five years the annualized figures are +8.89% and +14.78% respectively. Across the full 7-year window we track, QQQ has the edge at +13.02% annualized vs +8.36%. 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 12.9% for ABEQ. 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 -27.8% for ABEQ and -83.0% for QQQ. 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 0.46. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

ABEQ charges 0.85% per year while QQQ charges 0.18%. On a $10,000 position that is $85 vs $18 annually, a gap of $67 per year that compounds over a long holding period. On income, ABEQ currently yields 1.18% against 0.44% for QQQ.

Holdings Overlap

0.5%overlap

ABEQ and QQQ share 2 holdings out of 118 unique holdings combined, representing a 0.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in ABEQWeight in QQQDifference
HONA3.46%0.28%3.18%
FER:AS1.89%0.21%1.68%

Frequently Asked Questions

Which is cheaper, ABEQ or QQQ?

ABEQ has an expense ratio of 0.85% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $67 per year of difference.

Which performed better, ABEQ or QQQ?

Over the past year ABEQ returned +13.05% vs +26.23% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (7 years), ABEQ annualized +8.36% vs +13.02% for QQQ. Past performance does not guarantee future results.

Which is riskier, ABEQ or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 12.9% for ABEQ. Worst drawdown: ABEQ -27.8% vs QQQ -83.0%.

Should I hold both ABEQ and QQQ?

ABEQ and QQQ have a monthly-return correlation of 0.46, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between ABEQ and QQQ?

ABEQ and QQQ share 2 common holdings with a 0.5% weight overlap. Combined, they hold 118 unique securities.

Which pays a higher dividend, ABEQ or QQQ?

ABEQ yields 1.18% while QQQ yields 0.44%, so ABEQ currently pays the higher dividend yield.

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