EMEQ vs QQQ

Quick Verdict

QQQ has a lower expense ratio. EMEQ delivered stronger 1-year returns. QQQ offers more diversification with 103 holdings.

Lower Fees: QQQHigher Returns: EMEQMore Diversified: QQQ

Side-by-Side Comparison

MetricEMEQQQQWinner
Expense Ratio0.86%0.18%
AUM$581M$455.8B
Dividend Yield1.55%0.41%
Holdings60108
YTD Return+48.70%+17.46%
1Y Return+108.76%+26.02%
3Y Return (annualized)-+25.51%
5Y Return (annualized)-+15.12%
Volatility (annualized)34.2%30.6%
Max Drawdown-26.3%-83.0%
Fund FamilyMacquarie FundsInvesco (US)
CategoryEquityEquity
InceptionSep 4, 2024Mar 10, 1999

EMEQ vs QQQ Performance

Nomura Focused Emerging Markets Equity ETF (EMEQ) is a ETF from Macquarie Funds and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year EMEQ returned +108.76% while QQQ returned +26.02%. Year to date, EMEQ is up 48.70% versus a gain of 17.46% for QQQ.

Risk: Volatility and Drawdowns

EMEQ has been the more volatile fund, with annualized monthly volatility of 34.2% compared with 30.6% 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 -26.3% for EMEQ 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 0.71. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

EMEQ charges 0.86% per year while QQQ charges 0.18%. On a $10,000 position that is $86 vs $18 annually, a gap of $68 per year that compounds over a long holding period. On income, EMEQ currently yields 1.55% against 0.41% for QQQ.

Holdings Overlap

0.3%overlap

EMEQ and QQQ share 1 holdings out of 154 unique holdings combined, representing a 0.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in EMEQWeight in QQQDifference
PDD0.89%0.25%0.64%

Frequently Asked Questions

Which is cheaper, EMEQ or QQQ?

EMEQ has an expense ratio of 0.86% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $68 per year of difference.

Which performed better, EMEQ or QQQ?

Over the past year EMEQ returned +108.76% vs +26.02% for QQQ, so EMEQ leads on 1-year performance. Over the longest common window we track (2 years), EMEQ annualized +64.20% vs +13.08% for QQQ. Past performance does not guarantee future results.

Which is riskier, EMEQ or QQQ?

EMEQ has been the more volatile fund at 34.2% annualized versus 30.6% for QQQ. Worst drawdown: EMEQ -26.3% vs QQQ -83.0%.

Should I hold both EMEQ and QQQ?

EMEQ and QQQ have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EMEQ and QQQ?

EMEQ and QQQ share 1 common holdings with a 0.3% weight overlap. Combined, they hold 154 unique securities.

Which pays a higher dividend, EMEQ or QQQ?

EMEQ yields 1.55% while QQQ yields 0.41%, so EMEQ currently pays the higher dividend yield.

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