ACSI 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

MetricACSIQQQWinner
Expense Ratio0.65%0.18%
AUM$116M$455.8B
Dividend Yield0.82%0.41%
Holdings35108
YTD Return+17.29%+19.68%
1Y Return+20.24%+26.75%
3Y Return (annualized)+19.47%+26.25%
5Y Return (annualized)+9.50%+15.39%
Volatility (annualized)15.7%30.6%
Max Drawdown-34.5%-83.0%
Fund FamilyExponential ETFsInvesco (US)
CategoryEquityEquity
InceptionOct 31, 2016Mar 10, 1999

ACSI vs QQQ Performance

American Customer Satisfaction ETF (ACSI) is a ETF from Exponential ETFs and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year ACSI returned +20.24% while QQQ returned +26.75%. Year to date, ACSI is up 17.29% versus a gain of 19.68% for QQQ.

Over three years, ACSI compounded at +19.47% per year against +26.25% for QQQ; over five years the annualized figures are +9.50% and +15.39% respectively. Across the full 10-year window we track, ACSI has the edge at +13.52% annualized vs +13.15%. 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 15.7% for ACSI. 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 ACSI 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

ACSI charges 0.65% per year while QQQ charges 0.18%. On a $10,000 position that is $65 vs $18 annually, a gap of $47 per year that compounds over a long holding period. On income, ACSI currently yields 0.82% against 0.41% for QQQ.

Holdings Overlap

8.8%overlap

ACSI and QQQ share 2 holdings out of 105 unique holdings combined, representing a 8.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in ACSIWeight in QQQDifference
AAPL4.58%7.46%2.88%
AMZN4.38%4.26%0.12%

Frequently Asked Questions

Which is cheaper, ACSI or QQQ?

ACSI has an expense ratio of 0.65% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $47 per year of difference.

Which performed better, ACSI or QQQ?

Over the past year ACSI returned +20.24% vs +26.75% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (10 years), ACSI annualized +13.52% vs +13.15% for QQQ. Past performance does not guarantee future results.

Which is riskier, ACSI or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 15.7% for ACSI. Worst drawdown: ACSI -34.5% vs QQQ -83.0%.

Should I hold both ACSI and QQQ?

ACSI 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 ACSI and QQQ?

ACSI and QQQ share 2 common holdings with a 8.8% weight overlap. Combined, they hold 105 unique securities.

Which pays a higher dividend, ACSI or QQQ?

ACSI yields 0.82% while QQQ yields 0.41%, so ACSI currently pays the higher dividend yield.

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