EART vs QQQ
Global X Rare Earth & Critical Materials ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ has a lower expense ratio. EART delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.
Side-by-Side Comparison
| Metric | EART | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.59% | 0.18% | |
| AUM | $42M | $496.3B | |
| Dividend Yield | 0.69% | 0.44% | |
| Holdings | 54 | 108 | |
| YTD Return | +7.01% | +16.23% | |
| 1Y Return | +57.26% | +26.23% | |
| 3Y Return (annualized) | +23.74% | +25.75% | |
| 5Y Return (annualized) | - | +14.78% | |
| Volatility (annualized) | 32.6% | 30.6% | |
| Max Drawdown | -53.7% | -83.0% | |
| Fund Family | Global X by mirae Asset | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | Jan 24, 2022 | Mar 10, 1999 |
EART vs QQQ Performance
Global X Rare Earth & Critical Materials ETF (EART) 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 EART returned +57.26% while QQQ returned +26.23%. Year to date, EART is up 7.01% versus a gain of 16.23% for QQQ.
Over three years, EART compounded at +23.74% per year against +25.75% for QQQ. Across the full 5-year window we track, QQQ has the edge at +13.02% annualized vs +7.08%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EART has been the more volatile fund, with annualized monthly volatility of 32.6% 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 -53.7% for EART 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 0.39. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
EART charges 0.59% per year while QQQ charges 0.18%. On a $10,000 position that is $59 vs $18 annually, a gap of $41 per year that compounds over a long holding period. On income, EART currently yields 0.69% against 0.44% for QQQ.
Holdings Overlap
EART and QQQ share 0 holdings out of 151 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, EART or QQQ?
EART has an expense ratio of 0.59% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $41 per year of difference.
Which performed better, EART or QQQ?
Over the past year EART returned +57.26% vs +26.23% for QQQ, so EART leads on 1-year performance. Over the longest common window we track (5 years), EART annualized +7.08% vs +13.02% for QQQ. Past performance does not guarantee future results.
Which is riskier, EART or QQQ?
EART has been the more volatile fund at 32.6% annualized versus 30.6% for QQQ. Worst drawdown: EART -53.7% vs QQQ -83.0%.
Should I hold both EART and QQQ?
EART and QQQ have a monthly-return correlation of 0.39, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EART and QQQ?
EART and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 151 unique securities.
Which pays a higher dividend, EART or QQQ?
EART yields 0.69% while QQQ yields 0.44%, so EART currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.