FMCE vs QQQ

Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 103 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: QQQ

Side-by-Side Comparison

MetricFMCEQQQWinner
Expense Ratio0.72%0.18%
AUM$67M$455.8B
Dividend Yield2.82%0.41%
Holdings30108
YTD Return+12.00%+19.68%
1Y Return+14.49%+26.75%
3Y Return (annualized)-+26.25%
5Y Return (annualized)-+15.39%
Volatility (annualized)11.8%30.6%
Max Drawdown-11.7%-83.0%
Fund FamilyFirst ManhattanInvesco (US)
CategoryEquityEquity
InceptionNov 8, 2024Mar 10, 1999

FMCE vs QQQ Performance

FM Compounders Equity ETF (FMCE) is a ETF from First Manhattan and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year FMCE returned +14.49% while QQQ returned +26.75%. Year to date, FMCE is up 12.00% versus a gain of 19.68% for QQQ.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 11.8% 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 -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 0.76. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FMCE charges 0.72% per year while QQQ charges 0.18%. On a $10,000 position that is $72 vs $18 annually, a gap of $54 per year that compounds over a long holding period. On income, FMCE currently yields 2.82% against 0.41% for QQQ.

Holdings Overlap

19.6%overlap

FMCE and QQQ share 11 holdings out of 123 unique holdings combined, representing a 19.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FMCEWeight in QQQDifference
MSFT5.42%4.65%0.77%
NVDA1.11%7.88%6.77%
AMZN4.55%4.26%0.29%
INTCProProPro
METAProProPro
HONProProPro
AMATProProPro
LIN:IEProProPro
ASML:ASProProPro
BKNGProProPro
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Frequently Asked Questions

Which is cheaper, FMCE or QQQ?

FMCE has an expense ratio of 0.72% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $54 per year of difference.

Which performed better, FMCE or QQQ?

Over the past year FMCE returned +14.49% vs +26.75% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), FMCE annualized +11.58% vs +13.15% for QQQ. Past performance does not guarantee future results.

Which is riskier, FMCE or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 11.8% for FMCE. Worst drawdown: FMCE -11.7% vs QQQ -83.0%.

Should I hold both FMCE and QQQ?

FMCE and QQQ have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FMCE and QQQ?

FMCE and QQQ share 11 common holdings with a 19.6% weight overlap. Combined, they hold 123 unique securities.

Which pays a higher dividend, FMCE or QQQ?

FMCE yields 2.82% while QQQ yields 0.41%, so FMCE currently pays the higher dividend yield.

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