COPY vs QQQ
Tweedy, Browne Insider + Value ETF vs Invesco QQQ Trust, Series 1
Which is better, COPY or QQQ?
Large Cap Value against Large Cap Growth.
QQQ has a lower expense ratio. COPY led over 1Y and the full window.
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
| Metric | COPY | QQQ |
|---|---|---|
| Expense Ratio | 0.80% | 0.18%Best |
| AUM | $418M | $483.5B |
| Dividend Yield | 0.77% | 0.44% |
| Holdings | 204 | 107 |
| YTD Return | +19.82% | +22.20%Best |
| 1Y Return | +28.85%Best | +24.58% |
| 3Y Return (annualized) | - | +28.38% |
| 5Y Return (annualized) | - | +15.80% |
| Volatility (annualized) | 10.7%Best | 19.6% |
| Max Drawdown | -14.1%Best | -22.8% |
| $10,000 over 1.7 years | $15,615Best | $14,303 |
| Fund Family | Tweedy Browne Funds | Invesco (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Growth |
| Inception | Dec 27, 2024 | Mar 10, 1999 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.7 years row, are measured over the window both funds cover: Dec 27, 2024 to Sep 22, 2026 (1.7 years).
COPY 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 1.7 years both funds cover.
COPY vs QQQ Performance
Tweedy, Browne Insider + Value ETF (COPY) is an ETF from Tweedy Browne Funds and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year COPY returned +28.85% while QQQ returned +24.58%. Year to date, COPY is up 19.82% versus a gain of 22.20% 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 19.6% compared with 10.7% for COPY. 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 -14.1% for COPY 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 0.34. They move together some of the time, and apart the rest.
Fees and Cost Over Time
COPY charges 0.80% per year while QQQ charges 0.18%. On a $10,000 position that is $80 vs $18 annually, a gap of $62 per year that compounds over a long holding period. On income, COPY currently yields 0.77% against 0.44% for QQQ.
Holdings Overlap
At least 0.5% of QQQ's money is in holdings COPY also owns.
Stated as a floor: for COPY, our book for it covers 93.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
We cannot see either book well enough to say how much of this pair is duplicated.
1 positions in common, counted across the 158 positions we hold weights for in COPY and 102 in QQQ, against full books of 204 and 107.
Top Shared Holdings
| Stock | Weight in COPY | Weight in QQQ | Difference |
|---|---|---|---|
| ADBEAdobe Systems | 0.68% | 0.46% | 0.22% |
You are not choosing between two funds in isolation.
Whichever of COPY and QQQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, COPY or QQQ?
COPY has an expense ratio of 0.80% while QQQ charges 0.18%. QQQ is the cheaper option, by $62 a year on a $10,000 investment.
Which performed better, COPY or QQQ?
Over the past year COPY returned +28.85% vs +24.58% for QQQ, so COPY leads on 1-year performance. Over the longest common window we track (2 years), COPY annualized +29.97% vs +23.43% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, COPY or QQQ?
QQQ has been the more volatile fund at 19.6% annualized versus 10.7% for COPY. Worst drawdown: COPY -14.1% vs QQQ -22.8%.
Should I hold both COPY and QQQ?
COPY and QQQ have a monthly-return correlation of 0.34, 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, COPY or QQQ?
COPY yields 0.77% while QQQ yields 0.44%, so COPY currently pays the higher dividend yield.
Is QQQ better than COPY?
QQQ has a lower expense ratio. COPY 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.