AVOS vs QQQ

AVOS vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. AVOS offers more diversification with 180 holdings.

Lower Fees: QQQHigher Returns: TiedMore Diversified: AVOS

Side-by-Side Comparison

MetricAVOSQQQWinner
Expense Ratio0.64%0.18%
AUM$111M$496.3B
Dividend Yield0.00%0.44%
Holdings180108
YTD Return+12.24%+16.23%
1Y Return-+26.23%
3Y Return (annualized)-+25.75%
5Y Return (annualized)-+14.78%
Volatility (annualized)-30.6%
Max Drawdown-4.7%-83.0%
Fund FamilyAvos Capital Management, LLCInvesco (US)
CategoryEquityEquity
InceptionMar 5, 2026Mar 10, 1999

AVOS vs QQQ Performance

Avos Global Equities ETF (AVOS) is a ETF from Avos Capital Management, LLC and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Year to date, AVOS is up 12.24% versus a gain of 16.23% for QQQ.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -4.7% for AVOS and -83.0% for QQQ. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

AVOS charges 0.64% per year while QQQ charges 0.18%. On a $10,000 position that is $64 vs $18 annually, a gap of $46 per year that compounds over a long holding period. On income, AVOS currently yields 0.00% against 0.44% for QQQ.

Holdings Overlap

17.6%overlap

AVOS and QQQ share 16 holdings out of 260 unique holdings combined, representing a 17.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in AVOSWeight in QQQDifference
AAPL5.08%7.27%2.19%
GOOGL4.09%3.36%0.73%
AMZN2.36%4.67%2.31%
MSFTProProPro
WMTProProPro
LRCXProProPro
NFLXProProPro
LINProProPro
MARProProPro
ADBEProProPro
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Frequently Asked Questions

Which is cheaper, AVOS or QQQ?

AVOS has an expense ratio of 0.64% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $46 per year of difference.

What is the holdings overlap between AVOS and QQQ?

AVOS and QQQ share 16 common holdings with a 17.6% weight overlap. Combined, they hold 260 unique securities.

Which pays a higher dividend, AVOS or QQQ?

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

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