FLGV vs QQQ

FLGV vs QQQ

Which is better, FLGV or QQQ?

QQQ has been ahead.

FLGV has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window.

Lower Fees: FLGVHigher Returns: QQQ

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

MetricFLGVQQQ
Expense Ratio0.09%Best0.18%
AUM$1.0B$483.5B
Dividend Yield4.26%0.44%
Holdings53107
YTD Return-1.51%+15.86%Best
1Y Return-1.14%+22.63%Best
3Y Return (annualized)+3.07%+24.15%Best
5Y Return (annualized)-0.77%+14.16%Best
Volatility (annualized)5.0%Best20.4%
Max Drawdown-18.4%Best-35.1%
$10,000 over 5 years$9,621$19,390Best
Fund FamilyFranklin Templeton Investments (US)Invesco (US)
CategoryFixed IncomeEquity
Style-Large Cap Growth
InceptionJun 9, 2020Mar 10, 1999

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jun 11, 2020 to Sep 10, 2026 (6.2 years).

FLGV 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.

FLGV vs QQQ Performance

Franklin US Treasury Bond ETF (FLGV) 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 FLGV returned -1.14% while QQQ returned +22.63%. Year to date, FLGV is down 1.51% versus a gain of 15.86% for QQQ.

Over three years, FLGV compounded at +3.07% per year against +24.15% for QQQ; over five years the annualized figures are -0.77% and +14.16% respectively. Across the full 6-year window we track, QQQ has the edge at +20.02% annualized vs -1.06%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 20.4% compared with 5.0% for FLGV. 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 -18.4% for FLGV 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 0.48. They move together some of the time, and apart the rest.

Fees and Cost Over Time

FLGV 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, FLGV currently yields 4.26% against 0.44% for QQQ.

Holdings Overlap

We hold position weights for 1 holding in FLGV and 102 in QQQ, totalling 1.1% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 1 positions we hold weights for in FLGV and 102 in QQQ, against full books of 53 and 107.

You are not choosing between two funds in isolation.

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

FLGVQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FLGV or QQQ?

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

Which performed better, FLGV or QQQ?

Over the past year FLGV returned -1.14% vs +22.63% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (6 years), FLGV annualized -1.06% vs +20.02% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FLGV or QQQ?

QQQ has been the more volatile fund at 20.4% annualized versus 5.0% for FLGV. Worst drawdown: FLGV -18.4% vs QQQ -35.1%.

Should I hold both FLGV and QQQ?

FLGV and QQQ have a monthly-return correlation of 0.48, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, FLGV or QQQ?

FLGV yields 4.26% while QQQ yields 0.44%, so FLGV currently pays the higher dividend yield.

Is QQQ better than FLGV?

FLGV has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.