EKG vs QQQ
First Trust Nasdaq Lux Digital Health Solutions ETF vs Invesco QQQ Trust, Series 1
Which is better, EKG or QQQ?
Large Cap Blend against Large Cap Growth.
QQQ has a lower expense ratio. QQQ led over 1Y, 3Y and the full window. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 61.4%.
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 | EKG | QQQ |
|---|---|---|
| Expense Ratio | 0.65% | 0.18%Best |
| AUM | $4M | $483.5B |
| Dividend Yield | 0.00% | 0.44% |
| Holdings | 78 | 107 |
| YTD Return | +12.54% | +16.87%Best |
| 1Y Return | +21.33% | +22.98%Best |
| 3Y Return (annualized) | +11.65% | +24.98%Best |
| 5Y Return (annualized) | - | +14.39% |
| Volatility (annualized) | 26.4% | 21.0%Best |
| Max Drawdown | -43.8% | -29.6%Best |
| $10,000 over 4.5 years | $10,764 | $20,964Best |
| Top 10 Weight | 61.4% | 46.5%Best |
| Fund Family | First Trust Portfolios (US) | Invesco (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Growth |
| Inception | Mar 22, 2022 | Mar 10, 1999 |
Volatility and max drawdown, and the $10,000 over 4.5 years row, are measured over the window both funds cover: Mar 23, 2022 to Sep 11, 2026 (4.5 years).
EKG 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 4.5 years both funds cover.
EKG vs QQQ Performance
First Trust Nasdaq Lux Digital Health Solutions ETF (EKG) is an ETF from First Trust Portfolios (US) and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year EKG returned +21.33% while QQQ returned +22.98%. Year to date, EKG is up 12.54% versus a gain of 16.87% for QQQ.
Over three years, EKG compounded at +11.65% per year against +24.98% for QQQ.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EKG has been the more volatile fund, with annualized monthly volatility of 26.4% compared with 21.0% 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 -43.8% for EKG and -29.6% 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 0.67. They move together some of the time, and apart the rest.
Fees and Cost Over Time
EKG charges 0.65% per year while QQQ charges 0.18%. On a $10,000 position that is $65 vs $18 annually, a gap of $47 per year that compounds over a long holding period. On income, EKG currently yields 0.00% against 0.44% for QQQ.
Holdings Overlap
12.9% of EKG's money is in holdings QQQ also owns. 0.7% of QQQ's money is in holdings EKG also owns.
EKG and QQQ share little of their money.
2 positions in common, counted across the 38 positions we hold weights for in EKG and 102 in QQQ, against full books of 78 and 107.
What only one of them owns
Our book lists 93 positions for QQQ that do not appear in our book for EKG (96.3% of the fund), and 35 for EKG that do not appear in QQQ (84.2%).
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 EKG 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, EKG or QQQ?
EKG has an expense ratio of 0.65% while QQQ charges 0.18%. QQQ is the cheaper option, by $47 a year on a $10,000 investment.
Which performed better, EKG or QQQ?
Over the past year EKG returned +21.33% vs +22.98% for QQQ, so QQQ leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EKG or QQQ?
EKG has been the more volatile fund at 26.4% annualized versus 21.0% for QQQ. Worst drawdown: EKG -43.8% vs QQQ -29.6%.
Should I hold both EKG and QQQ?
EKG and QQQ have a monthly-return correlation of 0.67, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between EKG and QQQ?
12.9% of EKG's money is in holdings QQQ also owns. 0.7% of QQQ's is in holdings EKG also owns. They hold 2 positions in common, counted across the 38 positions we hold weights for in EKG and 102 in QQQ.
Which pays a higher dividend, EKG or QQQ?
EKG yields 0.00% while QQQ yields 0.44%, so QQQ currently pays the higher dividend yield.
Is QQQ better than EKG?
QQQ has a lower expense ratio. QQQ led over 1Y, 3Y and the full window. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 61.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.