EINC vs QQQ

EINC vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. EINC delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.

Lower Fees: QQQHigher Returns: EINCMore Diversified: QQQ

Side-by-Side Comparison

MetricEINCQQQWinner
Expense Ratio0.46%0.18%
AUM$75M$496.3B
Dividend Yield3.47%0.44%
Holdings33108
YTD Return+27.94%+17.07%
1Y Return+33.56%+26.39%
3Y Return (annualized)+27.97%+26.08%
5Y Return (annualized)+24.64%+15.18%
Volatility (annualized)26.8%30.6%
Max Drawdown-93.4%-83.0%
Fund FamilyVanEckInvesco (US)
CategoryEquityEquity
InceptionMar 12, 2012Mar 10, 1999

EINC vs QQQ Performance

VanEck Energy Income ETF (EINC) is a ETF from VanEck and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year EINC returned +33.56% while QQQ returned +26.39%. Year to date, EINC is up 27.94% versus a gain of 17.07% for QQQ.

Over three years, EINC compounded at +27.97% per year against +26.08% for QQQ; over five years the annualized figures are +24.64% and +15.18% respectively. Across the full 14-year window we track, QQQ has the edge at +13.05% annualized vs -4.53%. 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 26.8% for EINC. 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 -93.4% for EINC 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 0.44. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

EINC charges 0.46% per year while QQQ charges 0.18%. On a $10,000 position that is $46 vs $18 annually, a gap of $28 per year that compounds over a long holding period. On income, EINC currently yields 3.47% against 0.44% for QQQ.

Holdings Overlap

0.0%overlap

EINC and QQQ share 0 holdings out of 132 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, EINC or QQQ?

EINC has an expense ratio of 0.46% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $28 per year of difference.

Which performed better, EINC or QQQ?

Over the past year EINC returned +33.56% vs +26.39% for QQQ, so EINC leads on 1-year performance. Over the longest common window we track (14 years), EINC annualized -4.53% vs +13.05% for QQQ. Past performance does not guarantee future results.

Which is riskier, EINC or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 26.8% for EINC. Worst drawdown: EINC -93.4% vs QQQ -83.0%.

Should I hold both EINC and QQQ?

EINC and QQQ have a monthly-return correlation of 0.44, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EINC and QQQ?

EINC and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 132 unique securities.

Which pays a higher dividend, EINC or QQQ?

EINC yields 3.47% while QQQ yields 0.44%, so EINC currently pays the higher dividend yield.

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