EAOM vs QQQ

EAOM vs QQQ

Which is better, EAOM or QQQ?

Debt-oriented balanced against Large Cap Growth.

QQQ led over 1Y and the full window.

Lower Fees: TiedHigher Returns: QQQ

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

MetricEAOMQQQ
Expense Ratio0.18%Tie0.18%Tie
AUM$9M$483.5B
Dividend Yield2.89%0.44%
Holdings7107
Volatility (annualized)8.8%Best20.5%
Max Drawdown-20.7%Best-35.1%
$10,000 over 6.1 years$13,846$30,332Best
Top 10 Weight-46.5%
Fund FamilyiShares by BlackRock (US)Invesco (US)
CategoryAllocation/BalancedEquity
StyleDebt-oriented balancedLarge Cap Growth
InceptionJun 12, 2020Mar 10, 1999

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized).

The two price series end 36 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. EAOM has data through Aug 12, 2026 and QQQ through Sep 17, 2026.

Volatility and max drawdown, and the $10,000 over 6.1 years row, are measured over the window both funds cover: Jun 18, 2020 to Aug 12, 2026 (6.1 years).

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 20.5% compared with 8.8% for EAOM. 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 -20.7% for EAOM and -35.1% 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 0.84. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

EAOM charges 0.18% per year while QQQ charges 0.18%. On a $10,000 position that is $18 vs $18 annually. On income, EAOM currently yields 2.89% against 0.44% for QQQ.

Holdings Overlap

We hold position weights for 6 holdings in EAOM and 102 in QQQ, totalling 100.0% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 6 positions we hold weights for in EAOM and 102 in QQQ, against full books of 7 and 107.

What only one of them owns

Our book lists 96 positions for QQQ that do not appear in our book for EAOM (97.5% of the fund), and 6 for EAOM that do not appear in QQQ (100.0%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

You are not choosing between two funds in isolation.

Whichever of EAOM and QQQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

EAOMQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, EAOM or QQQ?

EAOM has an expense ratio of 0.18% while QQQ charges 0.18%. At the precision these are quoted to, they cost the same.

Which is riskier, EAOM or QQQ?

QQQ has been the more volatile fund at 20.5% annualized versus 8.8% for EAOM. Worst drawdown: EAOM -20.7% vs QQQ -35.1%.

Should I hold both EAOM and QQQ?

EAOM and QQQ have a monthly-return correlation of 0.84, 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, EAOM or QQQ?

EAOM yields 2.89% while QQQ yields 0.44%, so EAOM currently pays the higher dividend yield.

Is QQQ better than EAOM?

QQQ 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.