FLV vs QQQ

FLV vs QQQ

Which is better, FLV or QQQ?

Large Cap Value against Large Cap Growth.

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. FLV is less concentrated, with 32.6% of the fund in its ten largest positions against 46.5%.

Lower Fees: QQQHigher Returns: QQQLess Concentrated: FLV

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

MetricFLVQQQ
Expense Ratio0.42%0.18%Best
AUM$384M$486.1B
Dividend Yield1.51%0.44%
Holdings56107
YTD Return+15.77%+17.33%Best
1Y Return+20.29%+26.50%Best
3Y Return (annualized)+16.73%+24.58%Best
5Y Return (annualized)+10.00%+14.15%Best
Volatility (annualized)13.2%Best20.3%
Max Drawdown-15.1%Best-35.1%
$10,000 over 5 years$16,105$19,381Best
Top 10 Weight32.6%Best46.5%
Fund FamilyAmerican Century ETFsInvesco (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Growth
InceptionMar 31, 2020Mar 10, 1999

Volatility and max drawdown are measured over the window both funds cover: Apr 2, 2020 to Sep 3, 2026 (6.4 years).

FLV 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 6.4 years both funds cover.

FLV vs QQQ Performance

American Century Focused Large Cap Value ETF (FLV) is an ETF from American Century ETFs and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year FLV returned +20.29% while QQQ returned +26.50%. Year to date, FLV is up 15.77% versus a gain of 17.33% for QQQ.

Over three years, FLV compounded at +16.73% per year against +24.58% for QQQ; over five years the annualized figures are +10.00% and +14.15% respectively. Across the full 6-year window we track, QQQ has the edge at +24.03% annualized vs +15.82%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 20.3% compared with 13.2% for FLV. 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 -15.1% for FLV 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

FLV charges 0.42% per year while QQQ charges 0.18%. On a $10,000 position that is $42 vs $18 annually, a gap of $24 per year that compounds over a long holding period. On income, FLV currently yields 1.51% against 0.44% for QQQ.

Holdings Overlap

FLV already in QQQ24.3%
QQQ already in FLV27.4%

24.3% of FLV's money is in holdings QQQ also owns. 27.4% of QQQ's money is in holdings FLV also owns.

QQQ and FLV share little of their money.

14 positions in common, counted across the 52 positions we hold weights for in FLV and 102 in QQQ, against full books of 56 and 107.

What only one of them owns

Our book lists 82 positions for QQQ that do not appear in our book for FLV (70.2% of the fund), and 33 for FLV that do not appear in QQQ (67.4%).

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 FLVWeight in QQQDifference
AAPLApple, Inc2.58%7.27%4.69%
MSFTMicrosoft Corp 4.100 Feb 06 373.46%5.76%2.30%
AMZNAmazon.Com Inc3.07%4.67%1.60%
GOOGLAlphabet Inc.Class A1.33%3.36%2.03%
CSCOCisco Systems Inc. - Ordinary Shares1.82%2.10%0.28%
ADIAnalog Devices, Inc.2.25%0.81%1.44%
PEPPepsico Inc.2.04%0.83%1.21%
BKRBaker Hughes Co1.73%0.27%1.46%
PCARPaccar Inc.1.61%0.31%1.30%
MDLZMondelez International Inc Com A Npv1.48%0.35%1.13%

27.4% of QQQ is already inside FLV.

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

FLVQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FLV or QQQ?

FLV has an expense ratio of 0.42% while QQQ charges 0.18%. QQQ is the cheaper option, by $24 a year on a $10,000 investment.

Which performed better, FLV or QQQ?

Over the past year FLV returned +20.29% vs +26.50% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (6 years), FLV annualized +15.82% vs +24.03% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FLV or QQQ?

QQQ has been the more volatile fund at 20.3% annualized versus 13.2% for FLV. Worst drawdown: FLV -15.1% vs QQQ -35.1%.

Should I hold both FLV and QQQ?

FLV 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.

What is the holdings overlap between FLV and QQQ?

27.4% of QQQ's money is in holdings FLV also owns. 27.4% of QQQ's is in holdings FLV also owns. They hold 14 positions in common, counted across the 52 positions we hold weights for in FLV and 102 in QQQ.

Which pays a higher dividend, FLV or QQQ?

FLV yields 1.51% while QQQ yields 0.44%, so FLV currently pays the higher dividend yield.

Is QQQ better than FLV?

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. FLV is less concentrated, with 32.6% 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.