AOTS vs QQQ

AOTS vs QQQ

Which is better, AOTS or QQQ?

Large Cap Blend against Large Cap Growth.

QQQ has a lower expense ratio. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 56.9%.

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

MetricAOTSQQQ
Expense Ratio0.49%0.18%Best
AUM$1M$483.5B
Dividend Yield0.00%0.44%
Holdings52107
Top 10 Weight56.9%46.5%Best
Fund FamilyAOT InvestInvesco (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Growth
InceptionDec 22, 2025Mar 10, 1999

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.

The two price series end 31 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. AOTS has data through Aug 18, 2026 and QQQ through Sep 18, 2026.

Fees and Cost Over Time

AOTS charges 0.49% per year while QQQ charges 0.18%. On a $10,000 position that is $49 vs $18 annually, a gap of $31 per year that compounds over a long holding period. On income, AOTS currently yields 0.00% against 0.44% for QQQ.

Holdings Overlap

AOTS already in QQQ55.1%
QQQ already in AOTS38.1%

55.1% of AOTS's money is in holdings QQQ also owns. 38.1% of QQQ's money is in holdings AOTS also owns.

The two portfolios partly overlap.

16 positions in common, counted across the 51 positions we hold weights for in AOTS and 102 in QQQ, against full books of 52 and 107.

What only one of them owns

Our book lists 81 positions for QQQ that do not appear in our book for AOTS (59.7% of the fund), and 31 for AOTS that do not appear in QQQ (39.3%).

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 AOTSWeight in QQQDifference
AAPLApple, Inc7.19%7.27%0.08%
NVDANvidia Corp5.99%8.44%2.45%
MSFTMicrosoft Corp6.28%5.76%0.52%
AMZNAmazon.Com Inc5.98%4.67%1.31%
METAMeta Platforms Inc6.53%2.78%3.75%
GOOGLAlphabet Inc,class A5.81%3.36%2.45%
PLTRPalantir Technologies Inc3.97%1.60%2.37%
NFLXNetflix, Inc.3.75%1.37%2.38%
APPAppLovin Corp. Com Cl A1.62%0.56%1.06%
PDD:IEPdd Holdings Inc.1.76%0.27%1.49%

55.1% of AOTS 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.

AOTSQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, AOTS or QQQ?

AOTS has an expense ratio of 0.49% while QQQ charges 0.18%. QQQ is the cheaper option, by $31 a year on a $10,000 investment.

What is the holdings overlap between AOTS and QQQ?

55.1% of AOTS's money is in holdings QQQ also owns. 38.1% of QQQ's is in holdings AOTS also owns. They hold 16 positions in common, counted across the 51 positions we hold weights for in AOTS and 102 in QQQ.

Which pays a higher dividend, AOTS or QQQ?

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

Is QQQ better than AOTS?

QQQ has a lower expense ratio. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 56.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.