EFAS vs QQQ
Global X MSCI SuperDividend EAFE ETF vs Invesco QQQ Trust, Series 1
Which is better, EFAS or QQQ?
Large Cap Value against Large Cap Growth.
QQQ has a lower expense ratio. EFAS led over 1Y, 3Y and 5Y, QQQ over the full window. EFAS is less concentrated, with 23.1% of the fund in its ten largest positions against 46.5%.
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 | EFAS | QQQ |
|---|---|---|
| Expense Ratio | 0.55% | 0.18%Best |
| AUM | $58M | $483.5B |
| Dividend Yield | 4.54% | 0.44% |
| Holdings | 59 | 107 |
| YTD Return | +19.72%Best | +15.86% |
| 1Y Return | +26.32%Best | +22.63% |
| 3Y Return (annualized) | +26.62%Best | +24.15% |
| 5Y Return (annualized) | +14.52%Best | +14.16% |
| Volatility (annualized) | 18.5%Best | 19.2% |
| Max Drawdown | -51.1% | -35.1%Best |
| $10,000 over 5 years | $19,697Best | $19,390 |
| Top 10 Weight | 23.1%Best | 46.5% |
| Fund Family | Global X by mirae Asset | Invesco (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Growth |
| Inception | Nov 10, 2016 | Mar 10, 1999 |
Volatility and max drawdown are measured over the window both funds cover: Nov 16, 2016 to Sep 10, 2026 (9.8 years).
EFAS 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 covers the 9.8 years both funds cover.
EFAS vs QQQ Performance
Global X MSCI SuperDividend EAFE ETF (EFAS) is an ETF from Global X by mirae Asset and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year EFAS returned +26.32% while QQQ returned +22.63%. Year to date, EFAS is up 19.72% versus a gain of 15.86% for QQQ.
Over three years, EFAS compounded at +26.62% per year against +24.15% for QQQ; over five years the annualized figures are +14.52% and +14.16% respectively. Across the full 10-year window we track, QQQ has the edge at +20.55% annualized vs +8.08%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 19.2% compared with 18.5% for EFAS. 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 -51.1% for EFAS 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 0.48. They move together some of the time, and apart the rest.
Fees and Cost Over Time
EFAS charges 0.55% per year while QQQ charges 0.18%. On a $10,000 position that is $55 vs $18 annually, a gap of $37 per year that compounds over a long holding period. On income, EFAS currently yields 4.54% against 0.44% for QQQ.
Holdings Overlap
We hold position weights for 51 holdings in EFAS and 102 in QQQ, totalling 99.2% 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 51 positions we hold weights for in EFAS and 102 in QQQ, against full books of 59 and 107.
What only one of them owns
Our book lists 95 positions for QQQ that do not appear in our book for EFAS (97.0% of the fund), and 2 for EFAS that do not appear in QQQ (3.6%).
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 EFAS 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, EFAS or QQQ?
EFAS has an expense ratio of 0.55% while QQQ charges 0.18%. QQQ is the cheaper option, by $37 a year on a $10,000 investment.
Which performed better, EFAS or QQQ?
Over the past year EFAS returned +26.32% vs +22.63% for QQQ, so EFAS leads on 1-year performance. Over the longest common window we track (10 years), EFAS annualized +8.08% vs +20.55% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EFAS or QQQ?
QQQ has been the more volatile fund at 19.2% annualized versus 18.5% for EFAS. Worst drawdown: EFAS -51.1% vs QQQ -35.1%.
Should I hold both EFAS and QQQ?
EFAS and QQQ have a monthly-return correlation of 0.48, 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, EFAS or QQQ?
EFAS yields 4.54% while QQQ yields 0.44%, so EFAS currently pays the higher dividend yield.
Is QQQ better than EFAS?
QQQ has a lower expense ratio. EFAS led over 1Y, 3Y and 5Y, QQQ over the full window. EFAS is less concentrated, with 23.1% of the fund in its ten largest positions against 46.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.