BUYZ vs QQQ

BUYZ vs QQQ

Which is better, BUYZ or QQQ?

Mid Cap Growth against Large Cap Growth.

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. QQQ is less concentrated, with 47.2% of the fund in its ten largest positions against 48.9%.

Lower Fees: QQQHigher Returns: 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

MetricBUYZQQQ
Expense Ratio0.50%0.18%Best
AUM$5M$498.6B
Dividend Yield0.00%0.42%
Holdings60321
YTD Return-8.39%+22.95%Best
1Y Return-17.18%+23.60%Best
3Y Return (annualized)+13.36%+27.53%Best
5Y Return (annualized)-5.44%+16.67%Best
Volatility (annualized)28.4%20.8%Best
Max Drawdown-68.0%-35.1%Best
$10,000 over 5 years$7,560$21,617Best
Top 10 Weight48.9%47.2%Best
Fund FamilyFranklin Templeton Investments (US)Invesco (US)
CategoryEquityEquity
StyleMid Cap GrowthLarge Cap Growth
InceptionFeb 25, 2020Mar 10, 1999

Volatility and max drawdown are measured over the window both funds cover: Feb 27, 2020 to Oct 9, 2026 (6.6 years).

BUYZ 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 6.6 years both funds cover.

BUYZ vs QQQ Performance

Franklin Disruptive Commerce ETF (BUYZ) is an ETF from Franklin Templeton Investments (US) and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year BUYZ returned -17.18% while QQQ returned +23.60%. Year to date, BUYZ is down 8.39% versus a gain of 22.95% for QQQ.

Over three years, BUYZ compounded at +13.36% per year against +27.53% for QQQ; over five years the annualized figures are -5.44% and +16.67% respectively. Across the full 7-year window we track, QQQ has the edge at +22.25% annualized vs +6.21%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BUYZ has been the more volatile fund, with annualized monthly volatility of 28.4% compared with 20.8% 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 -68.0% for BUYZ and -35.1% 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 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BUYZ charges 0.50% per year while QQQ charges 0.18%. On a $10,000 position that is $50 vs $18 annually, a gap of $32 per year that compounds over a long holding period. On income, BUYZ currently yields 0.00% against 0.42% for QQQ.

Holdings Overlap

BUYZ already in QQQ52.2%
QQQ already in BUYZ19.5%

52.2% of BUYZ's money is in holdings QQQ also owns. 19.5% of QQQ's money is in holdings BUYZ also owns.

The two portfolios partly overlap.

14 positions in common, counted across the 58 positions we hold weights for in BUYZ and 102 in QQQ, against full books of 60 and 321.

What only one of them owns

Our book lists 83 positions for QQQ that do not appear in our book for BUYZ (79.0% of the fund), and 31 for BUYZ that do not appear in QQQ (38.5%).

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 BUYZWeight in QQQDifference
AMZNAmazon.Com Inc11.58%4.41%7.17%
SHOP:CAShopify Inc. Cl A9.30%0.69%8.61%
METAMeta Platforms Inc4.37%3.07%1.30%
GOOGLAlphabet Inc,class A3.72%3.15%0.57%
WMTWalmart, Inc.2.85%2.31%0.54%
COSTCostco Wholesale Corp.2.44%1.77%0.67%
MELIMercadolibre Inc3.56%0.42%3.14%
DASHDoordash Inc - A3.52%0.37%3.15%
NFLXNetflix, Inc.2.41%1.44%0.97%
BKNGBooking Holdings, Inc.2.86%0.60%2.26%

52.2% of BUYZ 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.

BUYZQQQ

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Frequently Asked Questions

Which is cheaper, BUYZ or QQQ?

BUYZ has an expense ratio of 0.50% while QQQ charges 0.18%. QQQ is the cheaper option, by $32 a year on a $10,000 investment.

Which performed better, BUYZ or QQQ?

Over the past year BUYZ returned -17.18% vs +23.60% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (7 years), BUYZ annualized +6.21% vs +22.25% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BUYZ or QQQ?

BUYZ has been the more volatile fund at 28.4% annualized versus 20.8% for QQQ. Worst drawdown: BUYZ -68.0% vs QQQ -35.1%.

Should I hold both BUYZ and QQQ?

BUYZ and QQQ have a monthly-return correlation of 0.80, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between BUYZ and QQQ?

52.2% of BUYZ's money is in holdings QQQ also owns. 19.5% of QQQ's is in holdings BUYZ also owns. They hold 14 positions in common, counted across the 58 positions we hold weights for in BUYZ and 102 in QQQ.

Which pays a higher dividend, BUYZ or QQQ?

BUYZ yields 0.00% while QQQ yields 0.42%, so QQQ currently pays the higher dividend yield.

Is QQQ better than BUYZ?

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. QQQ is less concentrated, with 47.2% of the fund in its ten largest positions against 48.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.