FLEE vs QQQ

FLEE vs QQQ

Which is better, FLEE or QQQ?

Large Cap Blend against Large Cap Growth.

FLEE has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. FLEE is less concentrated, with 20.0% of the fund in its ten largest positions against 46.5%.

Lower Fees: FLEEHigher Returns: QQQLess Concentrated: FLEE

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

MetricFLEEQQQ
Expense Ratio0.09%Best0.18%
AUM$119M$483.5B
Dividend Yield3.06%0.44%
Holdings505107
YTD Return+7.27%+15.86%Best
1Y Return+17.18%+22.63%Best
3Y Return (annualized)+17.68%+24.15%Best
5Y Return (annualized)+9.22%+14.16%Best
Volatility (annualized)17.0%Best20.1%
Max Drawdown-41.1%-35.1%Best
$10,000 over 5 years$15,542$19,390Best
Top 10 Weight20.0%Best46.5%
Fund FamilyFranklin Templeton Investments (US)Invesco (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Growth
InceptionNov 2, 2017Mar 10, 1999

Volatility and max drawdown are measured over the window both funds cover: Nov 6, 2017 to Sep 10, 2026 (8.8 years).

FLEE 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 8.8 years both funds cover.

FLEE vs QQQ Performance

Franklin FTSE Europe ETF (FLEE) is an ETF from Franklin Templeton Investments (US) and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year FLEE returned +17.18% while QQQ returned +22.63%. Year to date, FLEE is up 7.27% versus a gain of 15.86% for QQQ.

Over three years, FLEE compounded at +17.68% per year against +24.15% for QQQ; over five years the annualized figures are +9.22% and +14.16% respectively. Across the full 9-year window we track, QQQ has the edge at +19.29% annualized vs +7.32%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 20.1% compared with 17.0% for FLEE. 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 -41.1% for FLEE 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 0.67. They move together some of the time, and apart the rest.

Fees and Cost Over Time

FLEE 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, FLEE currently yields 3.06% against 0.44% for QQQ.

Holdings Overlap

FLEE already in QQQ4.7%
QQQ already in FLEE1.1%

4.7% of FLEE's money is in holdings QQQ also owns. 1.1% of QQQ's money is in holdings FLEE also owns.

FLEE and QQQ share little of their money.

3 positions in common, counted across the 488 positions we hold weights for in FLEE and 102 in QQQ, against full books of 505 and 107.

What only one of them owns

Our book lists 95 positions for QQQ that do not appear in our book for FLEE (97.0% of the fund), and 13 for FLEE that do not appear in QQQ (1.4%).

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 FLEEWeight in QQQDifference
ASML:ASAsml Holding Adr Representing Nv4.34%0.68%3.66%
FER:ASFerrovial Se0.20%0.21%0.01%
CCEP:LNCoca-Cola Europacific Partne0.14%0.21%0.07%

You are not choosing between two funds in isolation.

Whichever of FLEE and QQQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

FLEEQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FLEE or QQQ?

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

Which performed better, FLEE or QQQ?

Over the past year FLEE returned +17.18% vs +22.63% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (9 years), FLEE annualized +7.32% vs +19.29% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FLEE or QQQ?

QQQ has been the more volatile fund at 20.1% annualized versus 17.0% for FLEE. Worst drawdown: FLEE -41.1% vs QQQ -35.1%.

Should I hold both FLEE and QQQ?

FLEE and QQQ have a monthly-return correlation of 0.67, 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 FLEE and QQQ?

4.7% of FLEE's money is in holdings QQQ also owns. 1.1% of QQQ's is in holdings FLEE also owns. They hold 3 positions in common, counted across the 488 positions we hold weights for in FLEE and 102 in QQQ.

Which pays a higher dividend, FLEE or QQQ?

FLEE yields 3.06% while QQQ yields 0.44%, so FLEE currently pays the higher dividend yield.

Is QQQ better than FLEE?

FLEE has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. FLEE is less concentrated, with 20.0% 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.