AIX vs QQQ

AIX vs QQQ

Which is better, AIX or QQQ?

QQQ costs less.

QQQ has a lower expense ratio. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 51.9%.

Lower Fees: 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

MetricAIXQQQ
Expense Ratio0.65%0.18%Best
AUM$230,285.51$483.5B
Dividend Yield0.00%0.44%
Holdings32107
YTD Return-4.79%+15.18%Best
1Y Return-+19.65%
3Y Return (annualized)-+24.60%
5Y Return (annualized)-+13.94%
Top 10 Weight51.9%46.5%Best
Fund FamilyDefiance ETFs, LLCInvesco (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionJun 24, 2026Mar 10, 1999

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

AIX 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

AIX vs QQQ Performance

Defiance US 100 Tech AI Moat ETF (AIX) is an ETF from Defiance ETFs, LLC and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Year to date, AIX is down 4.79% versus a gain of 15.18% for QQQ.

Past performance does not guarantee future results.

Fees and Cost Over Time

AIX 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, AIX currently yields 0.00% against 0.44% for QQQ.

Holdings Overlap

AIX already in QQQ95.3%
QQQ already in AIX59.1%

95.3% of AIX's money is in holdings QQQ also owns. 59.1% of QQQ's money is in holdings AIX also owns.

Most of AIX is already inside QQQ. Owning both mostly buys the same companies twice.

28 positions in common, counted across the 31 positions we hold weights for in AIX and 102 in QQQ, against full books of 32 and 107.

What only one of them owns

Our book lists 68 positions for QQQ that do not appear in our book for AIX (38.4% of the fund), and 2 for AIX that do not appear in QQQ (0.9%).

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 AIXWeight in QQQDifference
NVDANvidia Corp5.19%8.44%3.25%
AAPLApple, Inc5.15%7.27%2.12%
MSFTMicrosoft Corp6.08%5.76%0.32%
AMZNAmazon.Com Inc5.11%4.67%0.44%
MUMicron Technology, Inc.4.92%4.43%0.49%
PLTRPalantir Technologies Inc6.70%1.60%5.10%
AMDAdvanced Micro Devices Inc4.83%3.45%1.38%
AVGOBroadcom Inc4.75%3.16%1.59%
GOOGLAlphabet Inc,class A4.50%3.36%1.14%
METAMeta Platforms Inc4.65%2.78%1.87%

95.3% of AIX 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.

AIXQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, AIX or QQQ?

AIX has an expense ratio of 0.65% while QQQ charges 0.18%. QQQ is the cheaper option, by $47 a year on a $10,000 investment.

What is the holdings overlap between AIX and QQQ?

95.3% of AIX's money is in holdings QQQ also owns. 59.1% of QQQ's is in holdings AIX also owns. They hold 28 positions in common, counted across the 31 positions we hold weights for in AIX and 102 in QQQ.

Which pays a higher dividend, AIX or QQQ?

AIX yields 0.00% while QQQ yields 0.44%, so QQQ currently pays the higher dividend yield.

Is QQQ better than AIX?

QQQ has a lower expense ratio. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 51.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.