ABFL vs QQQ

Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 103 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: QQQ

Side-by-Side Comparison

MetricABFLQQQWinner
Expense Ratio0.49%0.18%
AUM$521M$455.8B
Dividend Yield0.52%0.41%
Holdings56108
YTD Return+17.58%+18.31%
1Y Return+22.99%+25.37%
3Y Return (annualized)+17.68%+25.79%
5Y Return (annualized)+11.53%+15.20%
Volatility (annualized)15.9%30.6%
Max Drawdown-35.0%-83.0%
Fund FamilyFCF AdvisorsInvesco (US)
CategoryEquityEquity
InceptionSep 27, 2016Mar 10, 1999

ABFL vs QQQ Performance

Abacus FCF Leaders ETF (ABFL) is a ETF from FCF Advisors and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year ABFL returned +22.99% while QQQ returned +25.37%. Year to date, ABFL is up 17.58% versus a gain of 18.31% for QQQ.

Over three years, ABFL compounded at +17.68% per year against +25.79% for QQQ; over five years the annualized figures are +11.53% and +15.20% respectively. Across the full 10-year window we track, ABFL has the edge at +14.55% annualized vs +13.10%. 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 15.9% for ABFL. 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 -35.0% for ABFL 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 0.86. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

ABFL charges 0.49% per year while QQQ charges 0.18%. On a $10,000 position that is $49 vs $18 annually, a gap of $31 per year that compounds over a long holding period. On income, ABFL currently yields 0.52% against 0.41% for QQQ.

Holdings Overlap

22.4%overlap

ABFL and QQQ share 14 holdings out of 147 unique holdings combined, representing a 22.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in ABFLWeight in QQQDifference
AAPL5.23%7.46%2.23%
NVDA4.63%7.88%3.25%
AVGO2.44%2.91%0.47%
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STXProProPro
GILDProProPro
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Frequently Asked Questions

Which is cheaper, ABFL or QQQ?

ABFL has an expense ratio of 0.49% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $31 per year of difference.

Which performed better, ABFL or QQQ?

Over the past year ABFL returned +22.99% vs +25.37% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (10 years), ABFL annualized +14.55% vs +13.10% for QQQ. Past performance does not guarantee future results.

Which is riskier, ABFL or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 15.9% for ABFL. Worst drawdown: ABFL -35.0% vs QQQ -83.0%.

Should I hold both ABFL and QQQ?

ABFL and QQQ have a monthly-return correlation of 0.86, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between ABFL and QQQ?

ABFL and QQQ share 14 common holdings with a 22.4% weight overlap. Combined, they hold 147 unique securities.

Which pays a higher dividend, ABFL or QQQ?

ABFL yields 0.52% while QQQ yields 0.41%, so ABFL currently pays the higher dividend yield.

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