AMZW vs QQQ

AMZW vs QQQ
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Quick Verdict

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

Lower Fees: QQQHigher Returns: QQQMore Diversified: QQQ

Side-by-Side Comparison

MetricAMZWQQQWinner
Expense Ratio1.00%0.18%
AUM$37M$496.3B
Dividend Yield48.19%0.44%
Holdings5108
YTD Return+1.14%+15.47%
1Y Return-1.57%+24.44%
3Y Return (annualized)-+25.47%
5Y Return (annualized)-+14.22%
Volatility (annualized)42.7%30.6%
Max Drawdown-28.0%-83.0%
Fund FamilyRoundhill InvestmentsInvesco (US)
CategoryEquityEquity
InceptionJun 18, 2025Mar 10, 1999

AMZW vs QQQ Performance

Roundhill AMZN WeeklyPay ETF (AMZW) is a ETF from Roundhill Investments and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year AMZW returned -1.57% while QQQ returned +24.44%. Year to date, AMZW is up 1.14% versus a gain of 15.47% for QQQ.

Risk: Volatility and Drawdowns

AMZW has been the more volatile fund, with annualized monthly volatility of 42.7% 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 -28.0% for AMZW 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 0.49. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

AMZW 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, AMZW currently yields 48.19% against 0.44% for QQQ.

Holdings Overlap

4.7%overlap

AMZW and QQQ share 1 holdings out of 103 unique holdings combined, representing a 4.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in AMZWWeight in QQQDifference
AMZN22.16%4.67%17.49%

Frequently Asked Questions

Which is cheaper, AMZW or QQQ?

AMZW has an expense ratio of 1.00% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $82 per year of difference.

Which performed better, AMZW or QQQ?

Over the past year AMZW returned -1.57% vs +24.44% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (1 years), AMZW annualized +6.16% vs +12.99% for QQQ. Past performance does not guarantee future results.

Which is riskier, AMZW or QQQ?

AMZW has been the more volatile fund at 42.7% annualized versus 30.6% for QQQ. Worst drawdown: AMZW -28.0% vs QQQ -83.0%.

Should I hold both AMZW and QQQ?

AMZW and QQQ have a monthly-return correlation of 0.49, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AMZW and QQQ?

AMZW and QQQ share 1 common holdings with a 4.7% weight overlap. Combined, they hold 103 unique securities.

Which pays a higher dividend, AMZW or QQQ?

AMZW yields 48.19% while QQQ yields 0.44%, so AMZW currently pays the higher dividend yield.

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