EASY vs QQQ
Liberty One Defensive Dividend Growth ETF vs Invesco QQQ Trust, Series 1
Which is better, EASY or QQQ?
QQQ has been ahead.
QQQ has a lower expense ratio. QQQ led over 1Y. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 51.1%.
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 | EASY | QQQ |
|---|---|---|
| Expense Ratio | 0.85% | 0.18%Best |
| AUM | $63M | $486.1B |
| Dividend Yield | 0.78% | 0.44% |
| Holdings | 26 | 107 |
| YTD Return | +8.17% | +17.54%Best |
| 1Y Return | +7.77% | +25.59%Best |
| 3Y Return (annualized) | - | +24.63% |
| 5Y Return (annualized) | - | +14.18% |
| Volatility (annualized) | 11.8%Best | 21.9% |
| Top 10 Weight | 51.1% | 46.5%Best |
| Fund Family | Liberty One Investment Management, LLC | Invesco (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Sep 30, 2025 | Mar 10, 1999 |
Not shown on this pair: Max Drawdown, $10,000 over the window.
EASY 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
EASY vs QQQ Performance
Liberty One Defensive Dividend Growth ETF (EASY) is an ETF from Liberty One Investment Management, LLC and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year EASY returned +7.77% while QQQ returned +25.59%. Year to date, EASY is up 8.17% versus a gain of 17.54% 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 21.9% compared with 11.8% for EASY. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The two funds' monthly returns correlate at -0.14. They move largely independently of each other.
Fees and Cost Over Time
EASY charges 0.85% per year while QQQ charges 0.18%. On a $10,000 position that is $85 vs $18 annually, a gap of $67 per year that compounds over a long holding period. On income, EASY currently yields 0.78% against 0.44% for QQQ.
Holdings Overlap
7.9% of EASY's money is in holdings QQQ also owns. 6.1% of QQQ's money is in holdings EASY also owns.
EASY and QQQ share little of their money.
2 positions in common, counted across the 25 positions we hold weights for in EASY and 102 in QQQ, against full books of 26 and 107.
What only one of them owns
Our book lists 94 positions for QQQ that do not appear in our book for EASY (91.4% of the fund), and 22 for EASY that do not appear in QQQ (88.7%).
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 EASY 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, EASY or QQQ?
EASY has an expense ratio of 0.85% while QQQ charges 0.18%. QQQ is the cheaper option, by $67 a year on a $10,000 investment.
Which performed better, EASY or QQQ?
Over the past year EASY returned +7.77% vs +25.59% for QQQ, so QQQ leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EASY or QQQ?
QQQ has been the more volatile fund at 21.9% annualized versus 11.8% for EASY.
Should I hold both EASY and QQQ?
EASY and QQQ have a monthly-return correlation of -0.14, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between EASY and QQQ?
7.9% of EASY's money is in holdings QQQ also owns. 6.1% of QQQ's is in holdings EASY also owns. They hold 2 positions in common, counted across the 25 positions we hold weights for in EASY and 102 in QQQ.
Which pays a higher dividend, EASY or QQQ?
EASY yields 0.78% while QQQ yields 0.44%, so EASY currently pays the higher dividend yield.
Is QQQ better than EASY?
QQQ has a lower expense ratio. QQQ led over 1Y. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 51.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.