AGIX vs QQQ

AGIX vs QQQ

Which is better, AGIX or QQQ?

All Cap Blend against Large Cap Growth.

QQQ has a lower expense ratio. AGIX led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.95.

Lower Fees: QQQHigher Returns: AGIX

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

MetricAGIXQQQ
Expense Ratio1.00%0.18%Best
AUM$756M$483.5B
Dividend Yield0.97%0.44%
Holdings62107
YTD Return+26.41%Best+16.87%
1Y Return+29.59%Best+22.98%
3Y Return (annualized)-+24.98%
5Y Return (annualized)-+14.39%
Volatility (annualized)28.7%17.8%Best
Max Drawdown-31.5%-22.8%Best
$10,000 over 2.1 years$18,565Best$14,925
Fund FamilyKraneSharesInvesco (US)
CategoryEquityEquity
StyleAll Cap BlendLarge Cap Growth
InceptionJul 18, 2024Mar 10, 1999

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.1 years row, are measured over the window both funds cover: Jul 18, 2024 to Sep 11, 2026 (2.1 years).

AGIX 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 2.1 years both funds cover.

AGIX vs QQQ Performance

KraneShares Public-Private AI & Technology ETF (AGIX) is an ETF from KraneShares and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year AGIX returned +29.59% while QQQ returned +22.98%. Year to date, AGIX is up 26.41% versus a gain of 16.87% for QQQ.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AGIX has been the more volatile fund, with annualized monthly volatility of 28.7% compared with 17.8% for QQQ. 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 -31.5% for AGIX and -22.8% 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 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

AGIX charges 1.00% per year while QQQ charges 0.18%. On a $10,000 position that is $100 vs $18 annually, a gap of $82 per year that compounds over a long holding period. On income, AGIX currently yields 0.97% against 0.44% for QQQ.

Holdings Overlap

QQQ already in AGIX53.7%

At least 53.7% of QQQ's money is in holdings AGIX also owns.

Stated as a floor: for AGIX, our book for it covers 93.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

The two portfolios partly overlap.

The two holdings books were reported 127 days apart, AGIX as of Mar 31, 2026 and QQQ as of Aug 5, 2026, so some of the difference between them is the time between the two reports rather than the funds.

22 positions in common, counted across the 55 positions we hold weights for in AGIX and 102 in QQQ, against full books of 62 and 107.

Top Shared Holdings

StockWeight in AGIXWeight in QQQDifference
NVDANvidia Corp.5.27%8.44%3.17%
AAPLApple, Inc3.32%7.27%3.95%
MSFTMicrosoft Corp 4.100 Feb 06 374.03%5.76%1.73%
AMZNAmazon.Com Inc2.82%4.67%1.85%
GOOGAlphabet Inc3.38%3.13%0.25%
METAMeta Platforms, Inc.3.68%2.78%0.90%
AVGOBroadcom Inc3.11%3.16%0.05%
MUMicron Technology, Inc.1.11%4.43%3.32%
AMDAdvanced Micro Devices Inc.1.48%3.45%1.97%
TSLATesla Inc2.29%2.56%0.27%

53.7% of QQQ is already inside AGIX.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

AGIXQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, AGIX or QQQ?

AGIX has an expense ratio of 1.00% while QQQ charges 0.18%. QQQ is the cheaper option, by $82 a year on a $10,000 investment.

Which performed better, AGIX or QQQ?

Over the past year AGIX returned +29.59% vs +22.98% for QQQ, so AGIX leads on 1-year performance. Over the longest common window we track (2 years), AGIX annualized +34.26% vs +21.01% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, AGIX or QQQ?

AGIX has been the more volatile fund at 28.7% annualized versus 17.8% for QQQ. Worst drawdown: AGIX -31.5% vs QQQ -22.8%.

Should I hold both AGIX and QQQ?

AGIX and QQQ have a monthly-return correlation of 0.95, 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 AGIX and QQQ?

At least 53.7% of QQQ's money is in holdings AGIX also owns. Our book for AGIX is partial, so the real figure is this or higher. They hold 22 positions in common, counted across the 55 positions we hold weights for in AGIX and 102 in QQQ.

Which pays a higher dividend, AGIX or QQQ?

AGIX yields 0.97% while QQQ yields 0.44%, so AGIX currently pays the higher dividend yield.

Is QQQ better than AGIX?

QQQ has a lower expense ratio. AGIX led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.95. Which one suits a particular account depends on what it is for. This is information, not a recommendation.