EOD vs QQQ

EOD vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. EOD delivered stronger 1-year returns. EOD offers more diversification with 397 holdings.

Lower Fees: QQQHigher Returns: EODMore Diversified: EOD

Side-by-Side Comparison

MetricEODQQQWinner
Expense Ratio1.37%0.18%
AUM$315M$496.3B
Dividend Yield7.57%0.44%
Holdings397108
YTD Return+20.08%+17.07%
1Y Return+29.49%+26.39%
3Y Return (annualized)+27.49%+26.08%
5Y Return (annualized)+13.36%+15.18%
Volatility (annualized)19.6%30.6%
Max Drawdown-85.6%-83.0%
Fund FamilyAllspring Global InvestmentsInvesco (US)
CategoryAllocation/BalancedEquity
InceptionMar 28, 2007Mar 10, 1999

EOD vs QQQ Performance

Allspring Global Dividend Opportunity Fund (EOD) is a ETF from Allspring Global Investments and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year EOD returned +29.49% while QQQ returned +26.39%. Year to date, EOD is up 20.08% versus a gain of 17.07% for QQQ.

Over three years, EOD compounded at +27.49% per year against +26.08% for QQQ; over five years the annualized figures are +13.36% and +15.18% respectively. Across the full 19-year window we track, QQQ has the edge at +13.05% annualized vs -2.86%. 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 19.6% for EOD. 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 -85.6% for EOD 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 0.63. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

EOD charges 1.37% per year while QQQ charges 0.18%. On a $10,000 position that is $137 vs $18 annually, a gap of $119 per year that compounds over a long holding period. On income, EOD currently yields 7.57% against 0.44% for QQQ.

Holdings Overlap

25.3%overlap

EOD and QQQ share 13 holdings out of 415 unique holdings combined, representing a 25.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in EODWeight in QQQDifference
NVDA4.55%8.44%3.89%
AAPL3.18%7.27%4.09%
MSFT2.91%5.76%2.85%
GOOGLProProPro
AMZNProProPro
AVGOProProPro
METAProProPro
WMTProProPro
TSLAProProPro
KLACProProPro
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Frequently Asked Questions

Which is cheaper, EOD or QQQ?

EOD has an expense ratio of 1.37% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $119 per year of difference.

Which performed better, EOD or QQQ?

Over the past year EOD returned +29.49% vs +26.39% for QQQ, so EOD leads on 1-year performance. Over the longest common window we track (19 years), EOD annualized -2.86% vs +13.05% for QQQ. Past performance does not guarantee future results.

Which is riskier, EOD or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 19.6% for EOD. Worst drawdown: EOD -85.6% vs QQQ -83.0%.

Should I hold both EOD and QQQ?

EOD and QQQ have a monthly-return correlation of 0.63, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EOD and QQQ?

EOD and QQQ share 13 common holdings with a 25.3% weight overlap. Combined, they hold 415 unique securities.

Which pays a higher dividend, EOD or QQQ?

EOD yields 7.57% while QQQ yields 0.44%, so EOD currently pays the higher dividend yield.

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