EVX vs QQQ
VanEck Environmental Services ETF vs Invesco QQQ Trust, Series 1
Which is better, EVX or QQQ?
Mid Cap Growth against Large Cap Growth.
QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 60.6%.
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 | EVX | QQQ |
|---|---|---|
| Expense Ratio | 0.55% | 0.18%Best |
| AUM | $99M | $483.5B |
| Dividend Yield | 0.17% | 0.44% |
| Holdings | 28 | 107 |
| YTD Return | +2.15% | +21.71%Best |
| 1Y Return | +3.00% | +25.89%Best |
| 3Y Return (annualized) | +11.14% | +28.80%Best |
| 5Y Return (annualized) | +6.02% | +15.67%Best |
| Volatility (annualized) | 18.5%Best | 18.7% |
| Max Drawdown | -55.9% | -53.5%Best |
| $10,000 over 5 years | $13,395 | $20,706Best |
| Top 10 Weight | 60.6% | 46.5%Best |
| Fund Family | VanEck | Invesco (US) |
| Category | Equity | Equity |
| Style | Mid Cap Growth | Large Cap Growth |
| Inception | Oct 10, 2006 | Mar 10, 1999 |
Volatility and max drawdown are measured over the window both funds cover: Oct 16, 2006 to Sep 25, 2026 (19.9 years).
EVX 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 19.9 years both funds cover.
EVX vs QQQ Performance
VanEck Environmental Services ETF (EVX) is an ETF from VanEck and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year EVX returned +3.00% while QQQ returned +25.89%. Year to date, EVX is up 2.15% versus a gain of 21.71% for QQQ.
Over three years, EVX compounded at +11.14% per year against +28.80% for QQQ; over five years the annualized figures are +6.02% and +15.67% respectively. Across the full 20-year window we track, QQQ has the edge at +15.63% annualized vs +8.97%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 18.7% compared with 18.5% for EVX. 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 -55.9% for EVX and -53.5% 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 0.71. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EVX charges 0.55% per year while QQQ charges 0.18%. On a $10,000 position that is $55 vs $18 annually, a gap of $37 per year that compounds over a long holding period. On income, EVX currently yields 0.17% against 0.44% for QQQ.
Holdings Overlap
We hold position weights for 27 holdings in EVX and 102 in QQQ, totalling 100.0% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 27 positions we hold weights for in EVX and 102 in QQQ, against full books of 28 and 107.
What only one of them owns
Our book lists 96 positions for QQQ that do not appear in our book for EVX (97.5% of the fund), and 15 for EVX that do not appear in QQQ (68.8%).
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 EVX 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, EVX or QQQ?
EVX has an expense ratio of 0.55% while QQQ charges 0.18%. QQQ is the cheaper option, by $37 a year on a $10,000 investment.
Which performed better, EVX or QQQ?
Over the past year EVX returned +3.00% vs +25.89% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (20 years), EVX annualized +8.97% vs +15.63% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EVX or QQQ?
QQQ has been the more volatile fund at 18.7% annualized versus 18.5% for EVX. Worst drawdown: EVX -55.9% vs QQQ -53.5%.
Should I hold both EVX and QQQ?
EVX and QQQ have a monthly-return correlation of 0.71, 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, EVX or QQQ?
EVX yields 0.17% while QQQ yields 0.44%, so QQQ currently pays the higher dividend yield.
Is QQQ better than EVX?
QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 60.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.