FINA vs QQQ

FINA vs QQQ

Which is better, FINA or QQQ?

Large Cap Blend against Large Cap Growth.

FINA has a lower expense ratio. FINA is less concentrated, with 35.1% of the fund in its ten largest positions against 46.5%.

Lower Fees: FINALess Concentrated: FINA

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

MetricFINAQQQ
Expense Ratio0.09%Best0.18%
AUM$1.2B$483.5B
Dividend Yield0.00%0.44%
Holdings278107
YTD Return+2.98%+21.71%Best
1Y Return-+25.89%
3Y Return (annualized)-+28.80%
5Y Return (annualized)-+15.67%
Top 10 Weight35.1%Best46.5%
Fund FamilyFidelity Investments (US)Invesco (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Growth
InceptionJul 7, 2026Mar 10, 1999

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

FINA 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

FINA vs QQQ Performance

Fidelity MSCI North American Subset Index ETF (FINA) is an ETF from Fidelity Investments (US) and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Year to date, FINA is up 2.98% versus a gain of 21.71% for QQQ.

Past performance does not guarantee future results.

Fees and Cost Over Time

FINA charges 0.09% per year while QQQ charges 0.18%. On a $10,000 position that is $9 vs $18 annually, a gap of $9 per year that compounds over a long holding period. On income, FINA currently yields 0.00% against 0.44% for QQQ.

Holdings Overlap

FINA already in QQQ52.3%
QQQ already in FINA92.0%

52.3% of FINA's money is in holdings QQQ also owns. 92.0% of QQQ's money is in holdings FINA also owns.

Most of QQQ is already inside FINA. Owning both mostly buys the same companies twice.

76 positions in common, counted across the 270 positions we hold weights for in FINA and 102 in QQQ, against full books of 278 and 107.

What only one of them owns

Our book lists 21 positions for QQQ that do not appear in our book for FINA (6.3% of the fund), and 165 for FINA that do not appear in QQQ (41.6%).

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 FINAWeight in QQQDifference
NVDANvidia Corp7.31%8.44%1.13%
AAPLApple, Inc6.67%7.27%0.60%
MSFTMicrosoft Corp5.16%5.76%0.60%
AMZNAmazon.Com Inc3.60%4.67%1.07%
GOOGLAlphabet Inc,class A3.14%3.36%0.22%
MUMicron Technology, Inc.1.58%4.43%2.85%
AVGOBroadcom Inc2.39%3.16%0.77%
GOOGAlphabet Inc1.91%3.13%1.22%
METAMeta Platforms Inc1.82%2.78%0.96%
AMDAdvanced Micro Devices Inc1.13%3.45%2.32%

92.0% of QQQ is already inside FINA.

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

FINAQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FINA or QQQ?

FINA has an expense ratio of 0.09% while QQQ charges 0.18%. FINA is the cheaper option, by $9 a year on a $10,000 investment.

What is the holdings overlap between FINA and QQQ?

92.0% of QQQ's money is in holdings FINA also owns. 92.0% of QQQ's is in holdings FINA also owns. They hold 76 positions in common, counted across the 270 positions we hold weights for in FINA and 102 in QQQ.

Which pays a higher dividend, FINA or QQQ?

FINA yields 0.00% while QQQ yields 0.44%, so QQQ currently pays the higher dividend yield.

Is QQQ better than FINA?

FINA has a lower expense ratio. FINA is less concentrated, with 35.1% 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.