CCNR vs QQQ

Quick Verdict

QQQ has a lower expense ratio. CCNR delivered stronger 1-year returns. CCNR offers more diversification with 311 holdings.

Lower Fees: QQQHigher Returns: CCNRMore Diversified: CCNR

Side-by-Side Comparison

MetricCCNRQQQWinner
Expense Ratio0.39%0.18%
AUM$418M$455.8B
Dividend Yield1.02%0.41%
Holdings311108
YTD Return+19.43%+19.68%
1Y Return+48.96%+26.75%
3Y Return (annualized)-+26.25%
5Y Return (annualized)-+15.39%
Volatility (annualized)16.7%30.6%
Max Drawdown-19.1%-83.0%
Fund FamilyALPS AdvisorsInvesco (US)
CategoryCommodityEquity
InceptionJul 10, 2024Mar 10, 1999

CCNR vs QQQ Performance

ALPS/CoreCommodity Natural Resources ETF (CCNR) is a ETF from ALPS Advisors and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year CCNR returned +48.96% while QQQ returned +26.75%. Year to date, CCNR is up 19.43% versus a gain of 19.68% for QQQ.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 16.7% for CCNR. 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 -19.1% for CCNR 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 0.14. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

CCNR charges 0.39% per year while QQQ charges 0.18%. On a $10,000 position that is $39 vs $18 annually, a gap of $21 per year that compounds over a long holding period. On income, CCNR currently yields 1.02% against 0.41% for QQQ.

Holdings Overlap

0.2%overlap

CCNR and QQQ share 1 holdings out of 408 unique holdings combined, representing a 0.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in CCNRWeight in QQQDifference
FANG0.17%0.24%0.07%

Frequently Asked Questions

Which is cheaper, CCNR or QQQ?

CCNR has an expense ratio of 0.39% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $21 per year of difference.

Which performed better, CCNR or QQQ?

Over the past year CCNR returned +48.96% vs +26.75% for QQQ, so CCNR leads on 1-year performance. Over the longest common window we track (2 years), CCNR annualized +27.47% vs +13.15% for QQQ. Past performance does not guarantee future results.

Which is riskier, CCNR or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 16.7% for CCNR. Worst drawdown: CCNR -19.1% vs QQQ -83.0%.

Should I hold both CCNR and QQQ?

CCNR and QQQ have a monthly-return correlation of 0.14, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CCNR and QQQ?

CCNR and QQQ share 1 common holdings with a 0.2% weight overlap. Combined, they hold 408 unique securities.

Which pays a higher dividend, CCNR or QQQ?

CCNR yields 1.02% while QQQ yields 0.41%, so CCNR currently pays the higher dividend yield.

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