FRNW vs QQQ

FRNW vs QQQ
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Quick Verdict

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

Lower Fees: QQQHigher Returns: FRNWMore Diversified: QQQ

Side-by-Side Comparison

MetricFRNWQQQWinner
Expense Ratio0.39%0.18%
AUM$98M$496.3B
Dividend Yield1.24%0.44%
Holdings68108
YTD Return+5.99%+16.64%
1Y Return+29.38%+27.27%
3Y Return (annualized)+9.88%+25.96%
5Y Return (annualized)-+14.54%
Volatility (annualized)29.2%30.6%
Max Drawdown-59.4%-83.0%
Fund FamilyFidelity Investments (US)Invesco (US)
CategoryEquityEquity
InceptionOct 5, 2021Mar 10, 1999

FRNW vs QQQ Performance

Fidelity Clean Energy ETF (FRNW) is a ETF from Fidelity Investments (US) and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year FRNW returned +29.38% while QQQ returned +27.27%. Year to date, FRNW is up 5.99% versus a gain of 16.64% for QQQ.

Over three years, FRNW compounded at +9.88% per year against +25.96% for QQQ. Across the full 5-year window we track, QQQ has the edge at +13.03% annualized vs -1.64%. 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 29.2% for FRNW. 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 -59.4% for FRNW 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 0.61. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FRNW 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, FRNW currently yields 1.24% against 0.44% for QQQ.

Holdings Overlap

0.0%overlap

FRNW and QQQ share 0 holdings out of 153 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, FRNW or QQQ?

FRNW has an expense ratio of 0.39% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $21 per year of difference.

Which performed better, FRNW or QQQ?

Over the past year FRNW returned +29.38% vs +27.27% for QQQ, so FRNW leads on 1-year performance. Over the longest common window we track (5 years), FRNW annualized -1.64% vs +13.03% for QQQ. Past performance does not guarantee future results.

Which is riskier, FRNW or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 29.2% for FRNW. Worst drawdown: FRNW -59.4% vs QQQ -83.0%.

Should I hold both FRNW and QQQ?

FRNW and QQQ have a monthly-return correlation of 0.61, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FRNW and QQQ?

FRNW and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 153 unique securities.

Which pays a higher dividend, FRNW or QQQ?

FRNW yields 1.24% while QQQ yields 0.44%, so FRNW currently pays the higher dividend yield.

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