FORH vs QQQ
Formidable ETF vs Invesco QQQ Trust, Series 1
Which is better, FORH or QQQ?
Mid Cap Blend against Large Cap Growth.
QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window.
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
| Metric | FORH | QQQ |
|---|---|---|
| Expense Ratio | 1.19% | 0.18%Best |
| AUM | $18M | $498.6B |
| Dividend Yield | 1.77% | 0.42% |
| Holdings | 129 | 321 |
| YTD Return | -0.28% | +22.67%Best |
| 1Y Return | -6.07% | +24.33%Best |
| 3Y Return (annualized) | +5.33% | +29.05%Best |
| 5Y Return (annualized) | +1.92% | +17.00%Best |
| Volatility (annualized) | 13.3%Best | 20.3% |
| Max Drawdown | -20.7%Best | -35.1% |
| $10,000 over 5 years | $10,998 | $21,924Best |
| Fund Family | Formidable Funds | Invesco (US) |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Large Cap Growth |
| Inception | Apr 29, 2021 | Mar 10, 1999 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Apr 30, 2021 to Oct 2, 2026 (5.4 years).
FORH 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 5.4 years both funds cover.
FORH vs QQQ Performance
Formidable ETF (FORH) is an ETF from Formidable Funds and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year FORH returned -6.07% while QQQ returned +24.33%. Year to date, FORH is down 0.28% versus a gain of 22.67% for QQQ.
Over three years, FORH compounded at +5.33% per year against +29.05% for QQQ; over five years the annualized figures are +1.92% and +17.00% respectively.
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 13.3% for FORH. 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 -20.7% for FORH 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 0.49. They move together some of the time, and apart the rest.
Fees and Cost Over Time
FORH charges 1.19% per year while QQQ charges 0.18%. On a $10,000 position that is $119 vs $18 annually, a gap of $101 per year that compounds over a long holding period. On income, FORH currently yields 1.77% against 0.42% for QQQ.
Holdings Overlap
We hold position weights for 38 holdings in FORH and 102 in QQQ, totalling 83.6% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 38 positions we hold weights for in FORH and 102 in QQQ, against full books of 129 and 321.
You are not choosing between two funds in isolation.
Whichever of FORH and QQQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, FORH or QQQ?
FORH has an expense ratio of 1.19% while QQQ charges 0.18%. QQQ is the cheaper option, by $101 a year on a $10,000 investment.
Which performed better, FORH or QQQ?
Over the past year FORH returned -6.07% vs +24.33% for QQQ, so QQQ leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, FORH or QQQ?
QQQ has been the more volatile fund at 20.3% annualized versus 13.3% for FORH. Worst drawdown: FORH -20.7% vs QQQ -35.1%.
Should I hold both FORH and QQQ?
FORH and QQQ have a monthly-return correlation of 0.49, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, FORH or QQQ?
FORH yields 1.77% while QQQ yields 0.42%, so FORH currently pays the higher dividend yield.
Is QQQ better than FORH?
QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.