FPWR vs QQQ

FPWR vs QQQ
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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

MetricFPWRQQQWinner
Expense Ratio0.96%0.18%
AUM$30M$496.3B
Dividend Yield1.93%0.44%
Holdings59108
YTD Return+12.57%+16.23%
1Y Return+15.38%+26.23%
3Y Return (annualized)+18.63%+25.75%
5Y Return (annualized)+11.16%+14.78%
Volatility (annualized)14.5%30.6%
Max Drawdown-32.3%-83.0%
Fund FamilyFirst Trust Portfolios (US)Invesco (US)
CategoryEquityEquity
InceptionAug 20, 2019Mar 10, 1999

FPWR vs QQQ Performance

First Trust EIP Power Solutions ETF (FPWR) is a ETF from First Trust Portfolios (US) and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year FPWR returned +15.38% while QQQ returned +26.23%. Year to date, FPWR is up 12.57% versus a gain of 16.23% for QQQ.

Over three years, FPWR compounded at +18.63% per year against +25.75% for QQQ; over five years the annualized figures are +11.16% and +14.78% respectively. Across the full 7-year window we track, QQQ has the edge at +13.02% annualized vs +11.06%. 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 14.5% for FPWR. 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 -32.3% for FPWR 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 0.47. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FPWR charges 0.96% per year while QQQ charges 0.18%. On a $10,000 position that is $96 vs $18 annually, a gap of $78 per year that compounds over a long holding period. On income, FPWR currently yields 1.93% against 0.44% for QQQ.

Holdings Overlap

0.7%overlap

FPWR and QQQ share 3 holdings out of 156 unique holdings combined, representing a 0.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FPWRWeight in QQQDifference
XEL2.74%0.21%2.53%
AEP1.67%0.30%1.37%
CEG0.23%0.42%0.19%

Frequently Asked Questions

Which is cheaper, FPWR or QQQ?

FPWR has an expense ratio of 0.96% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $78 per year of difference.

Which performed better, FPWR or QQQ?

Over the past year FPWR returned +15.38% vs +26.23% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (7 years), FPWR annualized +11.06% vs +13.02% for QQQ. Past performance does not guarantee future results.

Which is riskier, FPWR or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 14.5% for FPWR. Worst drawdown: FPWR -32.3% vs QQQ -83.0%.

Should I hold both FPWR and QQQ?

FPWR and QQQ have a monthly-return correlation of 0.47, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FPWR and QQQ?

FPWR and QQQ share 3 common holdings with a 0.7% weight overlap. Combined, they hold 156 unique securities.

Which pays a higher dividend, FPWR or QQQ?

FPWR yields 1.93% while QQQ yields 0.44%, so FPWR currently pays the higher dividend yield.

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