EELV vs QQQ

EELV vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. EELV offers more diversification with 227 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: EELV

Side-by-Side Comparison

MetricEELVQQQWinner
Expense Ratio0.29%0.18%
AUM$425M$496.3B
Dividend Yield3.82%0.44%
Holdings227108
YTD Return+6.40%+16.23%
1Y Return+12.43%+26.23%
3Y Return (annualized)+11.48%+25.75%
5Y Return (annualized)+7.59%+14.78%
Volatility (annualized)13.2%30.6%
Max Drawdown-47.3%-83.0%
Fund FamilyInvesco (US)Invesco (US)
CategoryEquityEquity
InceptionJan 13, 2012Mar 10, 1999

EELV vs QQQ Performance

Invesco S&P Emerging Markets Low Volatility ETF (EELV) is a ETF from Invesco (US) and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year EELV returned +12.43% while QQQ returned +26.23%. Year to date, EELV is up 6.40% versus a gain of 16.23% for QQQ.

Over three years, EELV compounded at +11.48% per year against +25.75% for QQQ; over five years the annualized figures are +7.59% and +14.78% respectively. Across the full 15-year window we track, QQQ has the edge at +13.02% annualized vs +2.49%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 13.2% for EELV. 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 -47.3% for EELV 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 0.52. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

EELV charges 0.29% per year while QQQ charges 0.18%. On a $10,000 position that is $29 vs $18 annually, a gap of $11 per year that compounds over a long holding period. On income, EELV currently yields 3.82% against 0.44% for QQQ.

Holdings Overlap

0.0%overlap

EELV and QQQ share 0 holdings out of 303 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, EELV or QQQ?

EELV has an expense ratio of 0.29% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $11 per year of difference.

Which performed better, EELV or QQQ?

Over the past year EELV returned +12.43% vs +26.23% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (15 years), EELV annualized +2.49% vs +13.02% for QQQ. Past performance does not guarantee future results.

Which is riskier, EELV or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 13.2% for EELV. Worst drawdown: EELV -47.3% vs QQQ -83.0%.

Should I hold both EELV and QQQ?

EELV and QQQ have a monthly-return correlation of 0.52, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EELV and QQQ?

EELV and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 303 unique securities.

Which pays a higher dividend, EELV or QQQ?

EELV yields 3.82% while QQQ yields 0.44%, so EELV currently pays the higher dividend yield.

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