ABLG vs QQQ

ABLG vs QQQ

Which is better, ABLG or QQQ?

Large Cap Blend against Large Cap Growth.

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. ABLG is less concentrated, with 35.0% of the fund in its ten largest positions against 46.5%.

Lower Fees: QQQHigher Returns: QQQLess Concentrated: ABLG

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

MetricABLGQQQ
Expense Ratio0.54%0.18%Best
AUM$15M$486.1B
Dividend Yield2.46%0.44%
Holdings50107
YTD Return-0.50%+17.33%Best
1Y Return+7.39%+26.50%Best
3Y Return (annualized)+7.34%+24.58%Best
5Y Return (annualized)+0.22%+14.15%Best
Volatility (annualized)16.1%Best19.6%
Max Drawdown-36.0%-35.1%Best
$10,000 over 5 years$10,110$19,381Best
Top 10 Weight35.0%Best46.5%
Fund FamilyFCF AdvisorsInvesco (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Growth
InceptionJun 27, 2017Mar 10, 1999

Volatility and max drawdown are measured over the window both funds cover: Jun 28, 2017 to Sep 3, 2026 (9.2 years).

ABLG vs QQQ 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 9.2 years both funds cover.

ABLG vs QQQ Performance

Abacus FCF International Leaders ETF (ABLG) is an ETF from FCF Advisors and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year ABLG returned +7.39% while QQQ returned +26.50%. Year to date, ABLG is down 0.50% versus a gain of 17.33% for QQQ.

Over three years, ABLG compounded at +7.34% per year against +24.58% for QQQ; over five years the annualized figures are +0.22% and +14.15% respectively. Across the full 9-year window we track, QQQ has the edge at +19.90% annualized vs +4.45%.

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 16.1% for ABLG. 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 -36.0% for ABLG and -35.1% for QQQ. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.79. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

ABLG charges 0.54% per year while QQQ charges 0.18%. On a $10,000 position that is $54 vs $18 annually, a gap of $36 per year that compounds over a long holding period. On income, ABLG currently yields 2.46% against 0.44% for QQQ.

Holdings Overlap

ABLG already in QQQ6.8%
QQQ already in ABLG0.9%

6.8% of ABLG's money is in holdings QQQ also owns. 0.9% of QQQ's money is in holdings ABLG also owns.

ABLG and QQQ share little of their money.

2 positions in common, counted across the 48 positions we hold weights for in ABLG and 102 in QQQ, against full books of 50 and 107.

What only one of them owns

Our book lists 96 positions for QQQ that do not appear in our book for ABLG (97.5% of the fund), and 12 for ABLG that do not appear in QQQ (23.4%).

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 ABLGWeight in QQQDifference
ASL:ASAsml Holding Nv Unsponsored Adr Ordinary Shares5.03%0.68%4.35%
PDD:IEPdd Holdings Inc1.79%0.27%1.52%

You are not choosing between two funds in isolation.

Whichever of ABLG and QQQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

ABLGQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ABLG or QQQ?

ABLG has an expense ratio of 0.54% while QQQ charges 0.18%. QQQ is the cheaper option, by $36 a year on a $10,000 investment.

Which performed better, ABLG or QQQ?

Over the past year ABLG returned +7.39% vs +26.50% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (9 years), ABLG annualized +4.45% vs +19.90% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, ABLG or QQQ?

QQQ has been the more volatile fund at 19.6% annualized versus 16.1% for ABLG. Worst drawdown: ABLG -36.0% vs QQQ -35.1%.

Should I hold both ABLG and QQQ?

ABLG and QQQ have a monthly-return correlation of 0.79, 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 ABLG and QQQ?

6.8% of ABLG's money is in holdings QQQ also owns. 0.9% of QQQ's is in holdings ABLG also owns. They hold 2 positions in common, counted across the 48 positions we hold weights for in ABLG and 102 in QQQ.

Which pays a higher dividend, ABLG or QQQ?

ABLG yields 2.46% while QQQ yields 0.44%, so ABLG currently pays the higher dividend yield.

Is QQQ better than ABLG?

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. ABLG is less concentrated, with 35.0% of the fund in its ten largest positions against 46.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.