EBI vs QQQ
Longview Advantage ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ has a lower expense ratio. EBI delivered stronger 1-year returns. EBI offers more diversification with 1,673 holdings.
Side-by-Side Comparison
| Metric | EBI | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.24% | 0.18% | |
| AUM | $696M | $496.3B | |
| Dividend Yield | 1.10% | 0.44% | |
| Holdings | 1,673 | 108 | |
| YTD Return | +19.06% | +16.64% | |
| 1Y Return | +30.01% | +27.27% | |
| 3Y Return (annualized) | - | +25.96% | |
| 5Y Return (annualized) | - | +14.54% | |
| Volatility (annualized) | 11.8% | 30.6% | |
| Max Drawdown | -17.1% | -83.0% | |
| Fund Family | Longview Funds | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | Feb 25, 2025 | Mar 10, 1999 |
EBI vs QQQ Performance
Longview Advantage ETF (EBI) is a ETF from Longview Funds and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year EBI returned +30.01% while QQQ returned +27.27%. Year to date, EBI is up 19.06% versus a gain of 16.64% for QQQ.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 11.8% for EBI. 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 -17.1% for EBI 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 0.75. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EBI charges 0.24% per year while QQQ charges 0.18%. On a $10,000 position that is $24 vs $18 annually, a gap of $6 per year that compounds over a long holding period. On income, EBI currently yields 1.10% against 0.44% for QQQ.
Holdings Overlap
EBI and QQQ share 76 holdings out of 1740 unique holdings combined, representing a 29.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, EBI or QQQ?
EBI has an expense ratio of 0.24% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $6 per year of difference.
Which performed better, EBI or QQQ?
Over the past year EBI returned +30.01% vs +27.27% for QQQ, so EBI leads on 1-year performance. Over the longest common window we track (2 years), EBI annualized +25.41% vs +13.03% for QQQ. Past performance does not guarantee future results.
Which is riskier, EBI or QQQ?
QQQ has been the more volatile fund at 30.6% annualized versus 11.8% for EBI. Worst drawdown: EBI -17.1% vs QQQ -83.0%.
Should I hold both EBI and QQQ?
EBI and QQQ have a monthly-return correlation of 0.75, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EBI and QQQ?
EBI and QQQ share 76 common holdings with a 29.4% weight overlap. Combined, they hold 1740 unique securities.
Which pays a higher dividend, EBI or QQQ?
EBI yields 1.10% while QQQ yields 0.44%, so EBI currently pays the higher dividend yield.
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