AGMI vs QQQ

AGMI vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. AGMI delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.

Lower Fees: QQQHigher Returns: AGMIMore Diversified: QQQ

Side-by-Side Comparison

MetricAGMIQQQWinner
Expense Ratio0.35%0.18%
AUM$12M$496.3B
Dividend Yield4.77%0.44%
Holdings47108
YTD Return+20.51%+16.23%
1Y Return+102.41%+26.23%
3Y Return (annualized)-+25.75%
5Y Return (annualized)-+14.78%
Volatility (annualized)44.1%30.6%
Max Drawdown-35.7%-83.0%
Fund FamilyThemes ETFsInvesco (US)
CategoryEquityEquity
InceptionMay 3, 2024Mar 10, 1999

AGMI vs QQQ Performance

Themes Silver Miners ETF (AGMI) is a ETF from Themes ETFs and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year AGMI returned +102.41% while QQQ returned +26.23%. Year to date, AGMI is up 20.51% versus a gain of 16.23% for QQQ.

Risk: Volatility and Drawdowns

AGMI has been the more volatile fund, with annualized monthly volatility of 44.1% compared with 30.6% 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 -35.7% for AGMI 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 0.04. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

AGMI charges 0.35% per year while QQQ charges 0.18%. On a $10,000 position that is $35 vs $18 annually, a gap of $17 per year that compounds over a long holding period. On income, AGMI currently yields 4.77% against 0.44% for QQQ.

Holdings Overlap

0.0%overlap

AGMI and QQQ share 0 holdings out of 139 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, AGMI or QQQ?

AGMI has an expense ratio of 0.35% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $17 per year of difference.

Which performed better, AGMI or QQQ?

Over the past year AGMI returned +102.41% vs +26.23% for QQQ, so AGMI leads on 1-year performance. Over the longest common window we track (2 years), AGMI annualized +68.89% vs +13.02% for QQQ. Past performance does not guarantee future results.

Which is riskier, AGMI or QQQ?

AGMI has been the more volatile fund at 44.1% annualized versus 30.6% for QQQ. Worst drawdown: AGMI -35.7% vs QQQ -83.0%.

Should I hold both AGMI and QQQ?

AGMI and QQQ have a monthly-return correlation of 0.04, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AGMI and QQQ?

AGMI and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 139 unique securities.

Which pays a higher dividend, AGMI or QQQ?

AGMI yields 4.77% while QQQ yields 0.44%, so AGMI currently pays the higher dividend yield.

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