CNRG vs QQQ

CNRG vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. CNRG delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.

Lower Fees: QQQHigher Returns: CNRGMore Diversified: QQQ

Side-by-Side Comparison

MetricCNRGQQQWinner
Expense Ratio0.45%0.18%
AUM$207M$496.3B
Dividend Yield1.34%0.44%
Holdings43108
YTD Return-4.18%+16.64%
1Y Return+30.15%+27.27%
3Y Return (annualized)+8.44%+25.96%
5Y Return (annualized)+0.06%+14.54%
Volatility (annualized)34.9%30.6%
Max Drawdown-68.5%-83.0%
Fund FamilyState Street Investment ManagementInvesco (US)
CategoryEquityEquity
InceptionOct 19, 2018Mar 10, 1999

CNRG vs QQQ Performance

State Street SPDR S&P Kensho Clean Power ETF (CNRG) is a ETF from State Street Investment Management and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year CNRG returned +30.15% while QQQ returned +27.27%. Year to date, CNRG is down 4.18% versus a gain of 16.64% for QQQ.

Over three years, CNRG compounded at +8.44% per year against +25.96% for QQQ; over five years the annualized figures are +0.06% and +14.54% respectively. Across the full 8-year window we track, CNRG has the edge at +16.21% annualized vs +13.03%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

CNRG has been the more volatile fund, with annualized monthly volatility of 34.9% compared with 30.6% 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 -68.5% for CNRG 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 0.67. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

CNRG charges 0.45% per year while QQQ charges 0.18%. On a $10,000 position that is $45 vs $18 annually, a gap of $27 per year that compounds over a long holding period. On income, CNRG currently yields 1.34% against 0.44% for QQQ.

Holdings Overlap

2.4%overlap

CNRG and QQQ share 2 holdings out of 141 unique holdings combined, representing a 2.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in CNRGWeight in QQQDifference
TSLA1.99%2.56%0.57%
CEG3.24%0.42%2.82%

Frequently Asked Questions

Which is cheaper, CNRG or QQQ?

CNRG has an expense ratio of 0.45% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $27 per year of difference.

Which performed better, CNRG or QQQ?

Over the past year CNRG returned +30.15% vs +27.27% for QQQ, so CNRG leads on 1-year performance. Over the longest common window we track (8 years), CNRG annualized +16.21% vs +13.03% for QQQ. Past performance does not guarantee future results.

Which is riskier, CNRG or QQQ?

CNRG has been the more volatile fund at 34.9% annualized versus 30.6% for QQQ. Worst drawdown: CNRG -68.5% vs QQQ -83.0%.

Should I hold both CNRG and QQQ?

CNRG and QQQ have a monthly-return correlation of 0.67, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CNRG and QQQ?

CNRG and QQQ share 2 common holdings with a 2.4% weight overlap. Combined, they hold 141 unique securities.

Which pays a higher dividend, CNRG or QQQ?

CNRG yields 1.34% while QQQ yields 0.44%, so CNRG currently pays the higher dividend yield.

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