ACGR vs QQQ

ACGR vs QQQ

Which is better, ACGR or QQQ?

Nearly the same fund. QQQ costs less.

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.97. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 52.4%.

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

MetricACGRQQQ
Expense Ratio0.39%0.18%Best
AUM$10M$483.5B
Dividend Yield0.12%0.44%
Holdings94107
YTD Return+4.04%+15.21%Best
1Y Return+5.27%+19.78%Best
3Y Return (annualized)+18.12%+24.58%Best
5Y Return (annualized)+9.90%+13.93%Best
Volatility (annualized)19.4%Best20.8%
Max Drawdown-34.5%Best-35.1%
$10,000 over 5 years$16,032$19,195Best
Top 10 Weight52.4%46.5%Best
Fund FamilyAmerican Century InvestmentsInvesco (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionJun 29, 2021Mar 10, 1999

Volatility and max drawdown are measured over the window both funds cover: Jul 1, 2021 to Sep 16, 2026 (5.2 years).

ACGR 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 5.2 years both funds cover.

ACGR vs QQQ Performance

American Century Large Cap Growth ETF (ACGR) is an ETF from American Century Investments and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year ACGR returned +5.27% while QQQ returned +19.78%. Year to date, ACGR is up 4.04% versus a gain of 15.21% for QQQ.

Over three years, ACGR compounded at +18.12% per year against +24.58% for QQQ; over five years the annualized figures are +9.90% and +13.93% respectively.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 20.8% compared with 19.4% for ACGR. 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 -34.5% for ACGR 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 0.97. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

ACGR charges 0.39% per year while QQQ charges 0.18%. On a $10,000 position that is $39 vs $18 annually, a gap of $21 per year that compounds over a long holding period. On income, ACGR currently yields 0.12% against 0.44% for QQQ.

Holdings Overlap

ACGR already in QQQ67.1%
QQQ already in ACGR62.7%

67.1% of ACGR's money is in holdings QQQ also owns. 62.7% of QQQ's money is in holdings ACGR also owns.

The two portfolios partly overlap.

37 positions in common, counted across the 93 positions we hold weights for in ACGR and 102 in QQQ, against full books of 94 and 107.

What only one of them owns

Our book lists 60 positions for QQQ that do not appear in our book for ACGR (35.5% of the fund), and 51 for ACGR that do not appear in QQQ (30.0%).

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 ACGRWeight in QQQDifference
NVDANvidia Corp13.38%8.44%4.94%
GOOGLAlphabet Inc,class A11.90%3.36%8.54%
AAPLApple, Inc3.61%7.27%3.66%
MSFTMicrosoft Corp4.90%5.76%0.86%
AVGOBroadcom Inc5.72%3.16%2.56%
AMZNAmazon.Com Inc2.00%4.67%2.67%
MUMicron Technology, Inc.0.90%4.43%3.53%
TSLATesla Inc2.46%2.56%0.10%
METAMeta Platforms Inc2.04%2.78%0.74%
LRCXLrcx Uw Equity2.29%1.69%0.60%

67.1% of ACGR 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.

ACGRQQQ

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Frequently Asked Questions

Which is cheaper, ACGR or QQQ?

ACGR has an expense ratio of 0.39% while QQQ charges 0.18%. QQQ is the cheaper option, by $21 a year on a $10,000 investment.

Which performed better, ACGR or QQQ?

Over the past year ACGR returned +5.27% vs +19.78% for QQQ, so QQQ leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, ACGR or QQQ?

QQQ has been the more volatile fund at 20.8% annualized versus 19.4% for ACGR. Worst drawdown: ACGR -34.5% vs QQQ -35.1%.

Should I hold both ACGR and QQQ?

ACGR and QQQ have a monthly-return correlation of 0.97, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between ACGR and QQQ?

67.1% of ACGR's money is in holdings QQQ also owns. 62.7% of QQQ's is in holdings ACGR also owns. They hold 37 positions in common, counted across the 93 positions we hold weights for in ACGR and 102 in QQQ.

Which pays a higher dividend, ACGR or QQQ?

ACGR yields 0.12% while QQQ yields 0.44%, so QQQ currently pays the higher dividend yield.

Is QQQ better than ACGR?

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.97. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 52.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.