EVX vs QQQ
VanEck Environmental Services ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.
Side-by-Side Comparison
| Metric | EVX | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.55% | 0.18% | |
| AUM | $99M | $496.3B | |
| Dividend Yield | 0.18% | 0.44% | |
| Holdings | 30 | 108 | |
| YTD Return | +7.01% | +17.30% | |
| 1Y Return | +5.30% | +24.93% | |
| 3Y Return (annualized) | +10.06% | +26.19% | |
| 5Y Return (annualized) | +7.85% | +15.34% | |
| Volatility (annualized) | 18.5% | 30.6% | |
| Max Drawdown | -55.9% | -83.0% | |
| Fund Family | VanEck | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | Oct 10, 2006 | Mar 10, 1999 |
EVX vs QQQ Performance
VanEck Environmental Services ETF (EVX) is a ETF from VanEck and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year EVX returned +5.30% while QQQ returned +24.93%. Year to date, EVX is up 7.01% versus a gain of 17.30% for QQQ.
Over three years, EVX compounded at +10.06% per year against +26.19% for QQQ; over five years the annualized figures are +7.85% and +15.34% respectively. Across the full 20-year window we track, QQQ has the edge at +13.06% annualized vs +9.28%. 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 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 -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
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 0.18% against 0.44% for QQQ.
Holdings Overlap
EVX and QQQ share 0 holdings out of 129 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, EVX or QQQ?
EVX has an expense ratio of 0.55% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $37 per year of difference.
Which performed better, EVX or QQQ?
Over the past year EVX returned +5.30% vs +24.93% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (20 years), EVX annualized +9.28% vs +13.06% for QQQ. Past performance does not guarantee future results.
Which is riskier, EVX or QQQ?
QQQ has been the more volatile fund at 30.6% annualized versus 18.5% for EVX. Worst drawdown: EVX -55.9% vs QQQ -83.0%.
Should I hold both EVX and QQQ?
EVX 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 EVX and QQQ?
EVX and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 129 unique securities.
Which pays a higher dividend, EVX or QQQ?
EVX yields 0.18% while QQQ yields 0.44%, so QQQ currently pays the higher dividend yield.
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