FEAC vs QQQ

Quick Verdict

QQQ delivered stronger 1-year returns. FEAC offers more diversification with 401 holdings.

Lower Fees: TiedHigher Returns: QQQMore Diversified: FEAC

Side-by-Side Comparison

MetricFEACQQQWinner
Expense Ratio0.18%0.18%
AUM$26M$455.8B
Dividend Yield0.77%0.41%
Holdings454108
YTD Return+16.16%+18.20%
1Y Return+27.54%+27.63%
3Y Return (annualized)-+25.54%
5Y Return (annualized)-+15.12%
Volatility (annualized)13.0%30.6%
Max Drawdown-19.0%-83.0%
Fund FamilyFidelity Investments (US)Invesco (US)
CategoryEquityEquity
InceptionNov 19, 2024Mar 10, 1999

FEAC vs QQQ Performance

Fidelity Enhanced US All-Cap Equity ETF (FEAC) is a ETF from Fidelity Investments (US) and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year FEAC returned +27.54% while QQQ returned +27.63%. Year to date, FEAC is up 16.16% versus a gain of 18.20% for QQQ.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 13.0% for FEAC. 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 -19.0% for FEAC 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 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

FEAC charges 0.18% per year while QQQ charges 0.18%. On a $10,000 position that is $18 vs $18 annually. On income, FEAC currently yields 0.77% against 0.41% for QQQ.

Holdings Overlap

42.5%overlap

FEAC and QQQ share 38 holdings out of 466 unique holdings combined, representing a 42.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FEACWeight in QQQDifference
NVDA7.05%7.88%0.83%
AAPL5.17%7.46%2.29%
MSFT3.66%4.65%0.99%
AMZNProProPro
GOOGLProProPro
MUProProPro
AVGOProProPro
TSLAProProPro
GOOGProProPro
METAProProPro
See all 10 holdings FEAC shares with QQQ
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, FEAC or QQQ?

FEAC has an expense ratio of 0.18% while QQQ charges 0.18%. They cost the same. On a $10,000 investment, that is $0 per year of difference.

Which performed better, FEAC or QQQ?

Over the past year FEAC returned +27.54% vs +27.63% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), FEAC annualized +19.18% vs +13.11% for QQQ. Past performance does not guarantee future results.

Which is riskier, FEAC or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 13.0% for FEAC. Worst drawdown: FEAC -19.0% vs QQQ -83.0%.

Should I hold both FEAC and QQQ?

FEAC and QQQ have a monthly-return correlation of 0.90, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between FEAC and QQQ?

FEAC and QQQ share 38 common holdings with a 42.5% weight overlap. Combined, they hold 466 unique securities.

Which pays a higher dividend, FEAC or QQQ?

FEAC yields 0.77% while QQQ yields 0.41%, so FEAC currently pays the higher dividend yield.

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