EMEQ vs QQQ

EMEQ vs QQQ

Which is better, EMEQ or QQQ?

All Cap Blend against Large Cap Growth.

QQQ has a lower expense ratio. EMEQ led over 1Y and the full window. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 63.8%.

Lower Fees: QQQHigher Returns: EMEQLess Concentrated: QQQ

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

MetricEMEQQQQ
Expense Ratio0.85%0.18%Best
AUM$633M$483.5B
Dividend Yield1.71%0.44%
Holdings66107
YTD Return+63.45%Best+22.20%
1Y Return+96.78%Best+24.58%
3Y Return (annualized)-+28.38%
5Y Return (annualized)-+15.80%
Volatility (annualized)33.4%18.6%Best
Max Drawdown-26.3%-22.8%Best
$10,000 over 2 years$27,969Best$16,205
Top 10 Weight63.8%46.5%Best
Fund FamilyMacquarie FundsInvesco (US)
CategoryEquityEquity
StyleAll Cap BlendLarge Cap Growth
InceptionSep 4, 2024Mar 10, 1999

Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Sep 5, 2024 to Sep 22, 2026 (2 years).

EMEQ 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 2 years both funds cover.

EMEQ vs QQQ Performance

Nomura Focused Emerging Markets Equity ETF (EMEQ) is an ETF from Macquarie Funds and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year EMEQ returned +96.78% while QQQ returned +24.58%. Year to date, EMEQ is up 63.45% versus a gain of 22.20% for QQQ.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EMEQ has been the more volatile fund, with annualized monthly volatility of 33.4% compared with 18.6% 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 -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 0.72. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

EMEQ charges 0.85% per year while QQQ charges 0.18%. On a $10,000 position that is $85 vs $18 annually, a gap of $67 per year that compounds over a long holding period. On income, EMEQ currently yields 1.71% against 0.44% for QQQ.

Holdings Overlap

EMEQ already in QQQ0.6%
QQQ already in EMEQ0.3%

0.6% of EMEQ's money is in holdings QQQ also owns. 0.3% of QQQ's money is in holdings EMEQ also owns.

We cannot see either book well enough to say how much of this pair is duplicated.

1 positions in common, counted across the 59 positions we hold weights for in EMEQ and 102 in QQQ, against full books of 66 and 107.

What only one of them owns

Our book lists 96 positions for QQQ that do not appear in our book for EMEQ (97.5% of the fund), and 9 for EMEQ that do not appear in QQQ (7.5%).

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.

Top Shared Holdings

StockWeight in EMEQWeight in QQQDifference
PDD:IEPdd Holdings Inc.0.61%0.27%0.34%

You are not choosing between two funds in isolation.

Whichever of EMEQ and QQQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

EMEQQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, EMEQ or QQQ?

EMEQ has an expense ratio of 0.85% while QQQ charges 0.18%. QQQ is the cheaper option, by $67 a year on a $10,000 investment.

Which performed better, EMEQ or QQQ?

Over the past year EMEQ returned +96.78% vs +24.58% for QQQ, so EMEQ leads on 1-year performance. Over the longest common window we track (2 years), EMEQ annualized +67.24% vs +27.30% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, EMEQ or QQQ?

EMEQ has been the more volatile fund at 33.4% annualized versus 18.6% for QQQ. Worst drawdown: EMEQ -26.3% vs QQQ -22.8%.

Should I hold both EMEQ and QQQ?

EMEQ and QQQ have a monthly-return correlation of 0.72, 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, EMEQ or QQQ?

EMEQ yields 1.71% while QQQ yields 0.44%, so EMEQ currently pays the higher dividend yield.

Is QQQ better than EMEQ?

QQQ has a lower expense ratio. EMEQ led over 1Y and the full window. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 63.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.