EVMT vs QQQ

Quick Verdict

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

Lower Fees: QQQHigher Returns: EVMTMore Diversified: QQQ

Side-by-Side Comparison

MetricEVMTQQQWinner
Expense Ratio0.59%0.18%
AUM$7M$455.8B
Dividend Yield11.54%0.41%
Holdings15108
YTD Return+5.61%+17.85%
1Y Return+29.21%+26.45%
3Y Return (annualized)+3.22%+26.07%
5Y Return (annualized)-+15.16%
Volatility (annualized)19.9%30.6%
Max Drawdown-48.3%-83.0%
Fund FamilyInvesco (US)Invesco (US)
CategoryCommodityEquity
InceptionApr 27, 2022Mar 10, 1999

EVMT vs QQQ Performance

Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF (EVMT) is a ETF from Invesco (US) and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year EVMT returned +29.21% while QQQ returned +26.45%. Year to date, EVMT is up 5.61% versus a gain of 17.85% for QQQ.

Over three years, EVMT compounded at +3.22% per year against +26.07% for QQQ. Across the full 4-year window we track, QQQ has the edge at +13.09% annualized vs -7.11%. 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 19.9% for EVMT. 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 -48.3% for EVMT 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 0.23. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

EVMT charges 0.59% per year while QQQ charges 0.18%. On a $10,000 position that is $59 vs $18 annually, a gap of $41 per year that compounds over a long holding period. On income, EVMT currently yields 11.54% against 0.41% for QQQ.

Holdings Overlap

0.0%overlap

EVMT and QQQ share 0 holdings out of 104 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, EVMT or QQQ?

EVMT has an expense ratio of 0.59% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $41 per year of difference.

Which performed better, EVMT or QQQ?

Over the past year EVMT returned +29.21% vs +26.45% for QQQ, so EVMT leads on 1-year performance. Over the longest common window we track (4 years), EVMT annualized -7.11% vs +13.09% for QQQ. Past performance does not guarantee future results.

Which is riskier, EVMT or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 19.9% for EVMT. Worst drawdown: EVMT -48.3% vs QQQ -83.0%.

Should I hold both EVMT and QQQ?

EVMT and QQQ have a monthly-return correlation of 0.23, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EVMT and QQQ?

EVMT and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 104 unique securities.

Which pays a higher dividend, EVMT or QQQ?

EVMT yields 11.54% while QQQ yields 0.41%, so EVMT currently pays the higher dividend yield.

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