FMCE vs QQQ

FMCE vs QQQ

Which is better, FMCE or QQQ?

Large Cap Blend against Large Cap Growth.

QQQ has a lower expense ratio. QQQ led over 1Y and the full window. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 54.8%.

Lower Fees: QQQHigher Returns: QQQLess Concentrated: 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

MetricFMCEQQQ
Expense Ratio0.71%0.18%Best
AUM$70M$486.1B
Dividend Yield2.87%0.44%
Holdings31107
YTD Return+10.02%+17.54%Best
1Y Return+11.84%+25.59%Best
3Y Return (annualized)-+24.63%
5Y Return (annualized)-+14.18%
Volatility (annualized)11.4%Best19.1%
Max Drawdown-11.7%Best-22.8%
$10,000 over 1.8 years$11,889$14,085Best
Top 10 Weight54.8%46.5%Best
Fund FamilyFirst ManhattanInvesco (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Growth
InceptionNov 8, 2024Mar 10, 1999

Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Nov 11, 2024 to Sep 4, 2026 (1.8 years).

FMCE 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 1.8 years both funds cover.

FMCE vs QQQ Performance

FM Compounders Equity ETF (FMCE) is an ETF from First Manhattan and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year FMCE returned +11.84% while QQQ returned +25.59%. Year to date, FMCE is up 10.02% versus a gain of 17.54% for QQQ.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 19.1% compared with 11.4% for FMCE. 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 -11.7% for FMCE and -22.8% 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 0.75. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FMCE charges 0.71% per year while QQQ charges 0.18%. On a $10,000 position that is $71 vs $18 annually, a gap of $53 per year that compounds over a long holding period. On income, FMCE currently yields 2.87% against 0.44% for QQQ.

Holdings Overlap

FMCE already in QQQ32.5%
QQQ already in FMCE27.8%

32.5% of FMCE's money is in holdings QQQ also owns. 27.8% of QQQ's money is in holdings FMCE also owns.

The two portfolios partly overlap.

The two holdings books were reported 66 days apart, FMCE as of May 31, 2026 and QQQ as of Aug 5, 2026, so some of the difference between them is the time between the two reports rather than the funds.

10 positions in common, counted across the 31 positions we hold weights for in FMCE and 102 in QQQ, against full books of 31 and 107.

What only one of them owns

Our book lists 85 positions for QQQ that do not appear in our book for FMCE (69.7% of the fund), and 19 for FMCE that do not appear in QQQ (64.1%).

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 FMCEWeight in QQQDifference
MSFTMicrosoft Corp 4.100 Feb 06 375.42%5.76%0.34%
NVDANvidia Corp.1.11%8.44%7.33%
AMZNAmazon.Com Inc4.55%4.67%0.12%
INTCIntel Corp.5.45%2.23%3.22%
METAMeta Platform Inc 2.49%2.78%0.29%
HONHoneywell International Inc.4.44%0.35%4.09%
AMATApplied Materials, Inc.1.80%1.86%0.06%
ASML:ASAsml Holding Nv Unsponsored Adr Ordinary Shares2.83%0.68%2.15%
BKNGBooking Holdings, Inc.2.40%0.70%1.70%
SNPSSynopsys Inc Common Stock Usd 0.011.99%0.34%1.65%

32.5% of FMCE is already inside QQQ.

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

FMCEQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FMCE or QQQ?

FMCE has an expense ratio of 0.71% while QQQ charges 0.18%. QQQ is the cheaper option, by $53 a year on a $10,000 investment.

Which performed better, FMCE or QQQ?

Over the past year FMCE returned +11.84% vs +25.59% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), FMCE annualized +10.09% vs +20.96% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FMCE or QQQ?

QQQ has been the more volatile fund at 19.1% annualized versus 11.4% for FMCE. Worst drawdown: FMCE -11.7% vs QQQ -22.8%.

Should I hold both FMCE and QQQ?

FMCE and QQQ have a monthly-return correlation of 0.75, 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 FMCE and QQQ?

32.5% of FMCE's money is in holdings QQQ also owns. 27.8% of QQQ's is in holdings FMCE also owns. They hold 10 positions in common, counted across the 31 positions we hold weights for in FMCE and 102 in QQQ.

Which pays a higher dividend, FMCE or QQQ?

FMCE yields 2.87% while QQQ yields 0.44%, so FMCE currently pays the higher dividend yield.

Is QQQ better than FMCE?

QQQ has a lower expense ratio. QQQ led over 1Y and the full window. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 54.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.