AVXC vs QQQ

AVXC vs QQQ

Which is better, AVXC or QQQ?

Large Cap Blend against Large Cap Growth.

QQQ has a lower expense ratio. AVXC led over 1Y and the full window.

Lower Fees: QQQHigher Returns: AVXC

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

MetricAVXCQQQ
Expense Ratio0.33%0.18%Best
AUM$459M$483.5B
Dividend Yield1.75%0.44%
Holdings2,809107
YTD Return+28.02%Best+15.86%
1Y Return+42.75%Best+22.63%
3Y Return (annualized)-+24.15%
5Y Return (annualized)-+14.16%
Volatility (annualized)18.2%17.7%Best
Max Drawdown-19.8%Best-22.8%
$10,000 over 2.5 years$17,260Best$16,172
Fund FamilyAvantis InvestorsInvesco (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Growth
InceptionMar 19, 2024Mar 10, 1999

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.5 years row, are measured over the window both funds cover: Mar 21, 2024 to Sep 10, 2026 (2.5 years).

AVXC 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 2.5 years both funds cover.

AVXC vs QQQ Performance

Avantis Emerging Markets ex-China Equity ETF (AVXC) is an ETF from Avantis Investors and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year AVXC returned +42.75% while QQQ returned +22.63%. Year to date, AVXC is up 28.02% versus a gain of 15.86% for QQQ.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AVXC has been the more volatile fund, with annualized monthly volatility of 18.2% compared with 17.7% 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 -19.8% for AVXC and -22.8% 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 0.70. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

AVXC charges 0.33% per year while QQQ charges 0.18%. On a $10,000 position that is $33 vs $18 annually, a gap of $15 per year that compounds over a long holding period. On income, AVXC currently yields 1.75% against 0.44% for QQQ.

Holdings Overlap

We hold position weights for 1,292 holdings in AVXC and 102 in QQQ, totalling 92.0% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 1,292 positions we hold weights for in AVXC and 102 in QQQ, against full books of 2,809 and 107.

You are not choosing between two funds in isolation.

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

AVXCQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, AVXC or QQQ?

AVXC has an expense ratio of 0.33% while QQQ charges 0.18%. QQQ is the cheaper option, by $15 a year on a $10,000 investment.

Which performed better, AVXC or QQQ?

Over the past year AVXC returned +42.75% vs +22.63% for QQQ, so AVXC leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, AVXC or QQQ?

AVXC has been the more volatile fund at 18.2% annualized versus 17.7% for QQQ. Worst drawdown: AVXC -19.8% vs QQQ -22.8%.

Should I hold both AVXC and QQQ?

AVXC and QQQ have a monthly-return correlation of 0.70, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, AVXC or QQQ?

AVXC yields 1.75% while QQQ yields 0.44%, so AVXC currently pays the higher dividend yield.

Is QQQ better than AVXC?

QQQ has a lower expense ratio. AVXC led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.