FFND vs QQQ

FFND vs QQQ

Which is better, FFND or QQQ?

QQQ has been ahead.

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. FFND is less concentrated, with 25.3% of the fund in its ten largest positions against 46.5%.

Lower Fees: QQQHigher Returns: QQQLess Concentrated: FFND

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

MetricFFNDQQQ
Expense Ratio1.00%0.18%Best
AUM$99M$486.1B
Dividend Yield0.60%0.44%
Holdings91107
YTD Return+8.50%+17.54%Best
1Y Return+13.26%+25.59%Best
3Y Return (annualized)+18.65%+24.63%Best
5Y Return (annualized)+5.17%+14.18%Best
Volatility (annualized)22.7%20.9%Best
Max Drawdown-47.8%-35.1%Best
$10,000 over 5 years$12,866$19,407Best
Top 10 Weight25.3%Best46.5%
Fund FamilyThe Future FundInvesco (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionAug 24, 2021Mar 10, 1999

Volatility and max drawdown are measured over the window both funds cover: Aug 24, 2021 to Sep 4, 2026 (5 years).

FFND 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 5 years both funds cover.

FFND vs QQQ Performance

One Global ETF (FFND) is an ETF from The Future Fund and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year FFND returned +13.26% while QQQ returned +25.59%. Year to date, FFND is up 8.50% versus a gain of 17.54% for QQQ.

Over three years, FFND compounded at +18.65% per year against +24.63% for QQQ; over five years the annualized figures are +5.17% and +14.18% respectively.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FFND has been the more volatile fund, with annualized monthly volatility of 22.7% compared with 20.9% for QQQ. 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 -47.8% for FFND and -35.1% 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 0.85. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FFND charges 1.00% per year while QQQ charges 0.18%. On a $10,000 position that is $100 vs $18 annually, a gap of $82 per year that compounds over a long holding period. On income, FFND currently yields 0.60% against 0.44% for QQQ.

Holdings Overlap

FFND already in QQQ27.7%
QQQ already in FFND46.3%

27.7% of FFND's money is in holdings QQQ also owns. 46.3% of QQQ's money is in holdings FFND also owns.

The two portfolios partly overlap.

15 positions in common, counted across the 89 positions we hold weights for in FFND and 102 in QQQ, against full books of 91 and 107.

What only one of them owns

Our book lists 81 positions for QQQ that do not appear in our book for FFND (51.3% of the fund), and 52 for FFND that do not appear in QQQ (50.1%).

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.

Top Shared Holdings

StockWeight in FFNDWeight in QQQDifference
NVDANvidia Corp.3.09%8.44%5.35%
AAPLApple, Inc4.19%7.27%3.08%
AMZNAmazon.Com Inc4.26%4.67%0.41%
MSFTMicrosoft Corp 4.100 Feb 06 372.57%5.76%3.19%
GOOGLAlphabet Inc.Class A2.74%3.36%0.62%
AVGOBroadcom Inc2.19%3.16%0.97%
METAMeta Platform Inc 1.12%2.78%1.66%
INTCIntel Corporation1.31%2.23%0.92%
CSCOCisco Systems Inc. - Ordinary Shares1.05%2.10%1.05%
WMTWalmart, Inc.0.70%2.41%1.71%

46.3% of QQQ is already inside FFND.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

FFNDQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FFND or QQQ?

FFND has an expense ratio of 1.00% while QQQ charges 0.18%. QQQ is the cheaper option, by $82 a year on a $10,000 investment.

Which performed better, FFND or QQQ?

Over the past year FFND returned +13.26% vs +25.59% for QQQ, so QQQ leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FFND or QQQ?

FFND has been the more volatile fund at 22.7% annualized versus 20.9% for QQQ. Worst drawdown: FFND -47.8% vs QQQ -35.1%.

Should I hold both FFND and QQQ?

FFND and QQQ have a monthly-return correlation of 0.85, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between FFND and QQQ?

46.3% of QQQ's money is in holdings FFND also owns. 46.3% of QQQ's is in holdings FFND also owns. They hold 15 positions in common, counted across the 89 positions we hold weights for in FFND and 102 in QQQ.

Which pays a higher dividend, FFND or QQQ?

FFND yields 0.60% while QQQ yields 0.44%, so FFND currently pays the higher dividend yield.

Is QQQ better than FFND?

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. FFND is less concentrated, with 25.3% of the fund in its ten largest positions against 46.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.