FLXR vs QQQ

FLXR vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. FLXR offers more diversification with 1,519 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: FLXR

Side-by-Side Comparison

MetricFLXRQQQWinner
Expense Ratio0.35%0.18%
AUM-$496.3B
Dividend Yield5.93%0.44%
Holdings1,519108
YTD Return+1.90%+16.64%
1Y Return+4.42%+27.27%
3Y Return (annualized)-+25.96%
5Y Return (annualized)-+14.54%
Volatility (annualized)2.9%30.6%
Max Drawdown-1.9%-83.0%
Fund FamilyTCW ETFsInvesco (US)
CategoryFixed IncomeEquity
InceptionJun 24, 2024Mar 10, 1999

FLXR vs QQQ Performance

TCW Flexible Income ETF (FLXR) is a ETF from TCW ETFs and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year FLXR returned +4.42% while QQQ returned +27.27%. Year to date, FLXR is up 1.90% versus a gain of 16.64% for QQQ.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 2.9% for FLXR. 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 -1.9% for FLXR and -83.0% for QQQ. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.19. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FLXR charges 0.35% per year while QQQ charges 0.18%. On a $10,000 position that is $35 vs $18 annually, a gap of $17 per year that compounds over a long holding period. On income, FLXR currently yields 5.93% against 0.44% for QQQ.

Holdings Overlap

0.0%overlap

FLXR and QQQ share 0 holdings out of 595 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, FLXR or QQQ?

FLXR has an expense ratio of 0.35% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $17 per year of difference.

Which performed better, FLXR or QQQ?

Over the past year FLXR returned +4.42% vs +27.27% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), FLXR annualized +6.97% vs +13.03% for QQQ. Past performance does not guarantee future results.

Which is riskier, FLXR or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 2.9% for FLXR. Worst drawdown: FLXR -1.9% vs QQQ -83.0%.

Should I hold both FLXR and QQQ?

FLXR and QQQ have a monthly-return correlation of 0.19, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FLXR and QQQ?

FLXR and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 595 unique securities.

Which pays a higher dividend, FLXR or QQQ?

FLXR yields 5.93% while QQQ yields 0.44%, so FLXR currently pays the higher dividend yield.

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