AOTG vs QQQ
AOT Growth and Innovation ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ has a lower expense ratio. AOTG delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.
Side-by-Side Comparison
| Metric | AOTG | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.75% | 0.18% | |
| AUM | $105M | $496.3B | |
| Dividend Yield | 0.00% | 0.44% | |
| Holdings | 42 | 108 | |
| YTD Return | +16.07% | +16.64% | |
| 1Y Return | +27.53% | +27.27% | |
| 3Y Return (annualized) | +29.32% | +25.96% | |
| 5Y Return (annualized) | - | +14.54% | |
| Volatility (annualized) | 25.9% | 30.6% | |
| Max Drawdown | -31.6% | -83.0% | |
| Fund Family | AOT Invest | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | Jun 29, 2022 | Mar 10, 1999 |
AOTG vs QQQ Performance
AOT Growth and Innovation ETF (AOTG) is a ETF from AOT Invest and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year AOTG returned +27.53% while QQQ returned +27.27%. Year to date, AOTG is up 16.07% versus a gain of 16.64% for QQQ.
Over three years, AOTG compounded at +29.32% per year against +25.96% for QQQ. Across the full 4-year window we track, AOTG has the edge at +26.13% annualized vs +13.03%. 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 25.9% for AOTG. 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 -31.6% for AOTG 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 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
AOTG charges 0.75% per year while QQQ charges 0.18%. On a $10,000 position that is $75 vs $18 annually, a gap of $57 per year that compounds over a long holding period. On income, AOTG currently yields 0.00% against 0.44% for QQQ.
Holdings Overlap
AOTG and QQQ share 19 holdings out of 125 unique holdings combined, representing a 38.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, AOTG or QQQ?
AOTG has an expense ratio of 0.75% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $57 per year of difference.
Which performed better, AOTG or QQQ?
Over the past year AOTG returned +27.53% vs +27.27% for QQQ, so AOTG leads on 1-year performance. Over the longest common window we track (4 years), AOTG annualized +26.13% vs +13.03% for QQQ. Past performance does not guarantee future results.
Which is riskier, AOTG or QQQ?
QQQ has been the more volatile fund at 30.6% annualized versus 25.9% for AOTG. Worst drawdown: AOTG -31.6% vs QQQ -83.0%.
Should I hold both AOTG and QQQ?
AOTG and QQQ have a monthly-return correlation of 0.93, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between AOTG and QQQ?
AOTG and QQQ share 19 common holdings with a 38.4% weight overlap. Combined, they hold 125 unique securities.
Which pays a higher dividend, AOTG or QQQ?
AOTG yields 0.00% while QQQ yields 0.44%, so QQQ currently pays the higher dividend yield.
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