CWII vs QQQ

CWII vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. QQQ offers more diversification with 108 holdings.

Lower Fees: QQQHigher Returns: TiedMore Diversified: QQQ

Side-by-Side Comparison

MetricCWIIQQQWinner
Expense Ratio1.03%0.18%
AUM$2M$496.3B
Dividend Yield20.18%0.44%
Holdings6108
YTD Return+5.06%+16.64%
1Y Return-+27.27%
3Y Return (annualized)-+25.96%
5Y Return (annualized)-+14.54%
Volatility (annualized)-30.6%
Max Drawdown-48.5%-83.0%
Fund FamilyREX SharesInvesco (US)
CategoryAlternativeEquity
InceptionNov 4, 2025Mar 10, 1999

CWII vs QQQ Performance

REX CRWV Growth & Income ETF (CWII) is a ETF from REX Shares and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Year to date, CWII is up 5.06% versus a gain of 16.64% for QQQ.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -48.5% for CWII and -83.0% for QQQ. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

CWII charges 1.03% per year while QQQ charges 0.18%. On a $10,000 position that is $103 vs $18 annually, a gap of $85 per year that compounds over a long holding period. On income, CWII currently yields 20.18% against 0.44% for QQQ.

Holdings Overlap

0.0%overlap

CWII and QQQ share 0 holdings out of 104 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, CWII or QQQ?

CWII has an expense ratio of 1.03% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $85 per year of difference.

What is the holdings overlap between CWII and QQQ?

CWII and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 104 unique securities.

Which pays a higher dividend, CWII or QQQ?

CWII yields 20.18% while QQQ yields 0.44%, so CWII currently pays the higher dividend yield.

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