FPRO vs QQQ

Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: QQQ

Side-by-Side Comparison

MetricFPROQQQWinner
Expense Ratio0.57%0.18%
AUM$17M$496.3B
Dividend Yield2.45%0.44%
Holdings43108
YTD Return+14.67%+19.52%
1Y Return+14.42%+26.68%
3Y Return (annualized)+10.36%+26.64%
5Y Return (annualized)+2.57%+15.36%
Volatility (annualized)18.7%30.6%
Max Drawdown-32.8%-83.0%
Fund FamilyFidelity Investments (US)Invesco (US)
CategoryEquityEquity
InceptionFeb 2, 2021Mar 10, 1999

FPRO vs QQQ Performance

Fidelity Real Estate Investment ETF (FPRO) is a ETF from Fidelity Investments (US) and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year FPRO returned +14.42% while QQQ returned +26.68%. Year to date, FPRO is up 14.67% versus a gain of 19.52% for QQQ.

Over three years, FPRO compounded at +10.36% per year against +26.64% for QQQ; over five years the annualized figures are +2.57% and +15.36% respectively. Across the full 6-year window we track, QQQ has the edge at +13.14% annualized vs +6.67%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 18.7% for FPRO. 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 -32.8% for FPRO 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 0.63. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FPRO charges 0.57% per year while QQQ charges 0.18%. On a $10,000 position that is $57 vs $18 annually, a gap of $39 per year that compounds over a long holding period. On income, FPRO currently yields 2.45% against 0.44% for QQQ.

Holdings Overlap

0.0%overlap

FPRO and QQQ share 0 holdings out of 145 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, FPRO or QQQ?

FPRO has an expense ratio of 0.57% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $39 per year of difference.

Which performed better, FPRO or QQQ?

Over the past year FPRO returned +14.42% vs +26.68% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (6 years), FPRO annualized +6.67% vs +13.14% for QQQ. Past performance does not guarantee future results.

Which is riskier, FPRO or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 18.7% for FPRO. Worst drawdown: FPRO -32.8% vs QQQ -83.0%.

Should I hold both FPRO and QQQ?

FPRO and QQQ have a monthly-return correlation of 0.63, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FPRO and QQQ?

FPRO and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 145 unique securities.

Which pays a higher dividend, FPRO or QQQ?

FPRO yields 2.45% while QQQ yields 0.44%, so FPRO currently pays the higher dividend yield.

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