FMET vs QQQ

FMET vs QQQ

Which is better, FMET or QQQ?

QQQ has been ahead.

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

Lower Fees: QQQHigher 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

MetricFMETQQQ
Expense Ratio0.39%0.18%Best
AUM$44M$486.1B
Dividend Yield0.51%0.44%
Holdings64107
YTD Return+6.15%+17.54%Best
1Y Return+8.25%+25.59%Best
3Y Return (annualized)+15.59%+24.63%Best
5Y Return (annualized)-+14.18%
Volatility (annualized)21.9%19.9%Best
Max Drawdown-29.2%-22.8%Best
$10,000 over 4.4 years$16,272$22,199Best
Fund FamilyFidelity Investments (US)Invesco (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionApr 19, 2022Mar 10, 1999

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 4.4 years row, are measured over the window both funds cover: Apr 21, 2022 to Sep 4, 2026 (4.4 years).

FMET 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 4.4 years both funds cover.

FMET vs QQQ Performance

Fidelity Metaverse ETF (FMET) is an ETF from Fidelity Investments (US) and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year FMET returned +8.25% while QQQ returned +25.59%. Year to date, FMET is up 6.15% versus a gain of 17.54% for QQQ.

Over three years, FMET compounded at +15.59% per year against +24.63% for QQQ. Across the full 4-year window we track, QQQ has the edge at +19.87% annualized vs +11.70%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FMET has been the more volatile fund, with annualized monthly volatility of 21.9% compared with 19.9% for QQQ. 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 -29.2% for FMET 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 0.86. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FMET charges 0.39% per year while QQQ charges 0.18%. On a $10,000 position that is $39 vs $18 annually, a gap of $21 per year that compounds over a long holding period. On income, FMET currently yields 0.51% against 0.44% for QQQ.

Holdings Overlap

QQQ already in FMET32.9%

At least 32.9% of QQQ's money is in holdings FMET also owns.

Only one direction is shown: for FMET, our book for it lists positions totalling 105.4% of the fund, which is what a leveraged book looks like and is not a denominator we can divide by.

The two portfolios partly overlap.

11 positions in common, counted across the 49 positions we hold weights for in FMET and 102 in QQQ, against full books of 64 and 107.

Top Shared Holdings

StockWeight in FMETWeight in QQQDifference
NVDANvidia Corp.4.44%8.44%4.00%
AAPLApple, Inc4.80%7.27%2.47%
MSFTMicrosoft Corp 4.100 Feb 06 375.25%5.76%0.51%
GOOGLAlphabet Inc.Class A4.62%3.36%1.26%
AMDAdvanced Micro Devices Inc4.40%3.45%0.95%
METAMeta Platform Inc 4.29%2.78%1.51%
ADBEAdobe Systems4.67%0.46%4.21%
MPWRMonolithic Power Systems Inc3.66%0.29%3.37%
QCOMQualcomm Inc.2.94%0.73%2.21%
TTWOTake-Two Interactive Software, Inc.3.37%0.19%3.18%

32.9% of QQQ is already inside FMET.

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

FMETQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FMET or QQQ?

FMET has an expense ratio of 0.39% while QQQ charges 0.18%. QQQ is the cheaper option, by $21 a year on a $10,000 investment.

Which performed better, FMET or QQQ?

Over the past year FMET returned +8.25% vs +25.59% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (4 years), FMET annualized +11.70% vs +19.87% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FMET or QQQ?

FMET has been the more volatile fund at 21.9% annualized versus 19.9% for QQQ. Worst drawdown: FMET -29.2% vs QQQ -22.8%.

Should I hold both FMET and QQQ?

FMET and QQQ have a monthly-return correlation of 0.86, 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 FMET and QQQ?

At least 32.9% of QQQ's money is in holdings FMET also owns. Our book for FMET is partial, so the real figure is this or higher. They hold 11 positions in common, counted across the 49 positions we hold weights for in FMET and 102 in QQQ.

Which pays a higher dividend, FMET or QQQ?

FMET yields 0.51% while QQQ yields 0.44%, so FMET currently pays the higher dividend yield.

Is QQQ better than FMET?

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