AVUQ vs QQQ

AVUQ vs QQQ

Which is better, AVUQ or QQQ?

QQQ has been ahead.

AVUQ has a lower expense ratio. QQQ led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.93.

Lower Fees: AVUQHigher Returns: 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

MetricAVUQQQQ
Expense Ratio0.15%Best0.18%
AUM$392M$437.3B
Dividend Yield0.31%0.43%
Holdings1,111208
YTD Return+8.25%+12.98%Best
1Y Return+7.74%+11.59%Best
3Y Return (annualized)-+23.05%
5Y Return (annualized)-+12.74%
Volatility (annualized)14.2%Best19.5%
Max Drawdown-11.9%Best-14.8%
$10,000 over 1.6 years$13,216$14,349Best
Fund FamilyAvantis InvestorsInvesco (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionMar 25, 2025Mar 10, 1999

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.6 years row, are measured over the window both funds cover: Mar 27, 2025 to Nov 11, 2026 (1.6 years).

AVUQ vs QQQ growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.6 years both funds cover.

AVUQ vs QQQ Performance

Avantis US Quality ETF (AVUQ) is an ETF from Avantis Investors and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year AVUQ returned +7.74% while QQQ returned +11.59%. Year to date, AVUQ is up 8.25% versus a gain of 12.98% for QQQ.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 19.5% compared with 14.2% for AVUQ. 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 -11.9% for AVUQ and -14.8% for QQQ. Drawdown depth is what each fund did in the worst stretch of the window measured above.

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

AVUQ charges 0.15% per year while QQQ charges 0.18%. On a $10,000 position that is $15 vs $18 annually, a gap of $3 per year that compounds over a long holding period. On income, AVUQ currently yields 0.31% against 0.43% for QQQ.

You are not choosing between two funds in isolation.

Whichever of AVUQ and QQQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

AVUQQQQ

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Frequently Asked Questions

Which is cheaper, AVUQ or QQQ?

AVUQ has an expense ratio of 0.15% while QQQ charges 0.18%. AVUQ is the cheaper option, by $3 a year on a $10,000 investment.

Which performed better, AVUQ or QQQ?

Over the past year AVUQ returned +7.74% vs +11.59% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), AVUQ annualized +19.04% vs +25.32% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, AVUQ or QQQ?

QQQ has been the more volatile fund at 19.5% annualized versus 14.2% for AVUQ. Worst drawdown: AVUQ -11.9% vs QQQ -14.8%.

Should I hold both AVUQ and QQQ?

AVUQ and QQQ have a monthly-return correlation of 0.93, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

Which pays a higher dividend, AVUQ or QQQ?

AVUQ yields 0.31% while QQQ yields 0.43%, so QQQ currently pays the higher dividend yield.

Is QQQ better than AVUQ?

AVUQ has a lower expense ratio. QQQ led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.93. Which one suits a particular account depends on what it is for. This is information, not a recommendation.