CTEC vs QQQ

Quick Verdict

QQQ has a lower expense ratio. CTEC delivered stronger 1-year returns. QQQ offers more diversification with 103 holdings.

Lower Fees: QQQHigher Returns: CTECMore Diversified: QQQ

Side-by-Side Comparison

MetricCTECQQQWinner
Expense Ratio0.50%0.18%
AUM$24M$455.8B
Dividend Yield0.55%0.41%
Holdings43108
YTD Return+4.77%+17.46%
1Y Return+43.67%+26.02%
3Y Return (annualized)-2.88%+25.51%
5Y Return (annualized)-9.47%+15.12%
Volatility (annualized)39.6%30.6%
Max Drawdown-81.6%-83.0%
Fund FamilyGlobal X by mirae AssetInvesco (US)
CategoryEquityEquity
InceptionOct 27, 2020Mar 10, 1999

CTEC vs QQQ Performance

Global X ClimateTech ETF (CTEC) is a ETF from Global X by mirae Asset and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year CTEC returned +43.67% while QQQ returned +26.02%. Year to date, CTEC is up 4.77% versus a gain of 17.46% for QQQ.

Over three years, CTEC compounded at -2.88% per year against +25.51% for QQQ; over five years the annualized figures are -9.47% and +15.12% respectively. Across the full 6-year window we track, QQQ has the edge at +13.08% annualized vs -4.03%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

CTEC has been the more volatile fund, with annualized monthly volatility of 39.6% 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 -81.6% for CTEC 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 0.64. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

CTEC 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, CTEC currently yields 0.55% against 0.41% for QQQ.

Holdings Overlap

0.0%overlap

CTEC and QQQ share 0 holdings out of 143 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, CTEC or QQQ?

CTEC has an expense ratio of 0.50% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $32 per year of difference.

Which performed better, CTEC or QQQ?

Over the past year CTEC returned +43.67% vs +26.02% for QQQ, so CTEC leads on 1-year performance. Over the longest common window we track (6 years), CTEC annualized -4.03% vs +13.08% for QQQ. Past performance does not guarantee future results.

Which is riskier, CTEC or QQQ?

CTEC has been the more volatile fund at 39.6% annualized versus 30.6% for QQQ. Worst drawdown: CTEC -81.6% vs QQQ -83.0%.

Should I hold both CTEC and QQQ?

CTEC and QQQ have a monthly-return correlation of 0.64, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CTEC and QQQ?

CTEC and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 143 unique securities.

Which pays a higher dividend, CTEC or QQQ?

CTEC yields 0.55% while QQQ yields 0.41%, so CTEC currently pays the higher dividend yield.

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