EGGY vs QQQ
NestYield Dynamic Income ETF vs Invesco QQQ Trust, Series 1
Which is better, EGGY or QQQ?
Large Cap Blend against Large Cap Growth.
QQQ has a lower expense ratio. QQQ led over 1Y and the full window.
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 | EGGY | QQQ |
|---|---|---|
| Expense Ratio | 0.92% | 0.18%Best |
| AUM | $123M | $437.3B |
| Dividend Yield | 49.78% | 0.43% |
| Holdings | 66 | 208 |
| YTD Return | -20.34% | +7.37%Best |
| 1Y Return | -23.38% | +7.77%Best |
| 3Y Return (annualized) | - | +21.44% |
| 5Y Return (annualized) | - | +11.19% |
| Volatility (annualized) | 39.1% | 20.2%Best |
| Max Drawdown | -48.7% | -22.8%Best |
| $10,000 over 1.9 years | $9,171 | $12,729Best |
| Fund Family | NestYield | Invesco (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Growth |
| Inception | Dec 26, 2024 | Mar 10, 1999 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Dec 27, 2024 to Nov 6, 2026 (1.9 years).
EGGY 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 1.9 years both funds cover.
EGGY vs QQQ Performance
NestYield Dynamic Income ETF (EGGY) is an ETF from NestYield and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year EGGY returned -23.38% while QQQ returned +7.77%. Year to date, EGGY is down 20.34% versus a gain of 7.37% for QQQ.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EGGY has been the more volatile fund, with annualized monthly volatility of 39.1% compared with 20.2% 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 -48.7% for EGGY and -22.8% 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 0.88. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EGGY charges 0.92% per year while QQQ charges 0.18%. On a $10,000 position that is $92 vs $18 annually, a gap of $74 per year that compounds over a long holding period. On income, EGGY currently yields 49.78% against 0.43% for QQQ.
You are not choosing between two funds in isolation.
Whichever of EGGY 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, EGGY or QQQ?
EGGY has an expense ratio of 0.92% while QQQ charges 0.18%. QQQ is the cheaper option, by $74 a year on a $10,000 investment.
Which performed better, EGGY or QQQ?
Over the past year EGGY returned -23.38% vs +7.77% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), EGGY annualized -4.45% vs +13.54% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EGGY or QQQ?
EGGY has been the more volatile fund at 39.1% annualized versus 20.2% for QQQ. Worst drawdown: EGGY -48.7% vs QQQ -22.8%.
Should I hold both EGGY and QQQ?
EGGY and QQQ have a monthly-return correlation of 0.88, 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, EGGY or QQQ?
EGGY yields 49.78% while QQQ yields 0.43%, so EGGY currently pays the higher dividend yield.
Is QQQ better than EGGY?
QQQ has a lower expense ratio. QQQ led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.