AVGW vs QQQ

AVGW 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

MetricAVGWQQQWinner
Expense Ratio1.00%0.18%
AUM$49M$496.3B
Dividend Yield70.08%0.44%
Holdings5108
YTD Return-13.74%+16.64%
1Y Return+4.72%+27.27%
3Y Return (annualized)-+25.96%
5Y Return (annualized)-+14.54%
Volatility (annualized)54.6%30.6%
Max Drawdown-37.6%-83.0%
Fund FamilyRoundhill InvestmentsInvesco (US)
CategoryAlternativeEquity
InceptionJul 24, 2025Mar 10, 1999

AVGW vs QQQ Performance

Roundhill AVGO WeeklyPay ETF (AVGW) is a ETF from Roundhill Investments and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year AVGW returned +4.72% while QQQ returned +27.27%. Year to date, AVGW is down 13.74% versus a gain of 16.64% for QQQ.

Risk: Volatility and Drawdowns

AVGW has been the more volatile fund, with annualized monthly volatility of 54.6% 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 -37.6% for AVGW 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 0.65. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

AVGW 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, AVGW currently yields 70.08% against 0.44% for QQQ.

Holdings Overlap

3.2%overlap

AVGW and QQQ share 1 holdings out of 103 unique holdings combined, representing a 3.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in AVGWWeight in QQQDifference
AVGO26.55%3.16%23.39%

Frequently Asked Questions

Which is cheaper, AVGW or QQQ?

AVGW 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, AVGW or QQQ?

Over the past year AVGW returned +4.72% vs +27.27% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (1 years), AVGW annualized +4.39% vs +13.03% for QQQ. Past performance does not guarantee future results.

Which is riskier, AVGW or QQQ?

AVGW has been the more volatile fund at 54.6% annualized versus 30.6% for QQQ. Worst drawdown: AVGW -37.6% vs QQQ -83.0%.

Should I hold both AVGW and QQQ?

AVGW and QQQ have a monthly-return correlation of 0.65, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AVGW and QQQ?

AVGW and QQQ share 1 common holdings with a 3.2% weight overlap. Combined, they hold 103 unique securities.

Which pays a higher dividend, AVGW or QQQ?

AVGW yields 70.08% while QQQ yields 0.44%, so AVGW currently pays the higher dividend yield.

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