FTHF vs QQQ

FTHF vs QQQ

Which is better, FTHF or QQQ?

Large Cap Blend against Large Cap Growth.

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

Lower Fees: QQQHigher Returns: FTHF

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

MetricFTHFQQQ
Expense Ratio0.75%0.18%Best
AUM$129M$483.5B
Dividend Yield3.28%0.44%
Holdings105107
YTD Return+48.21%Best+21.71%
1Y Return+78.87%Best+25.89%
3Y Return (annualized)+41.46%Best+28.80%
5Y Return (annualized)-+15.67%
Volatility (annualized)22.7%17.3%Best
Max Drawdown-21.1%Best-22.8%
$10,000 over 2.9 years$27,342Best$21,545
Fund FamilyFirst Trust Portfolios (US)Invesco (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Growth
InceptionOct 30, 2023Mar 10, 1999

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.9 years row, are measured over the window both funds cover: Oct 31, 2023 to Sep 25, 2026 (2.9 years).

FTHF 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 2.9 years both funds cover.

FTHF vs QQQ Performance

First Trust Emerging Markets Human Flourishing ETF (FTHF) is an ETF from First Trust Portfolios (US) and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year FTHF returned +78.87% while QQQ returned +25.89%. Year to date, FTHF is up 48.21% versus a gain of 21.71% for QQQ.

Over three years, FTHF compounded at +41.46% per year against +28.80% for QQQ.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FTHF has been the more volatile fund, with annualized monthly volatility of 22.7% compared with 17.3% 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 -21.1% for FTHF 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 0.60. They move together some of the time, and apart the rest.

Fees and Cost Over Time

FTHF charges 0.75% per year while QQQ charges 0.18%. On a $10,000 position that is $75 vs $18 annually, a gap of $57 per year that compounds over a long holding period. On income, FTHF currently yields 3.28% against 0.44% for QQQ.

Holdings Overlap

We hold position weights for 95 holdings in FTHF and 102 in QQQ, totalling 94.3% 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 95 positions we hold weights for in FTHF and 102 in QQQ, against full books of 105 and 107.

You are not choosing between two funds in isolation.

Whichever of FTHF and QQQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

FTHFQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FTHF or QQQ?

FTHF has an expense ratio of 0.75% while QQQ charges 0.18%. QQQ is the cheaper option, by $57 a year on a $10,000 investment.

Which performed better, FTHF or QQQ?

Over the past year FTHF returned +78.87% vs +25.89% for QQQ, so FTHF leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FTHF or QQQ?

FTHF has been the more volatile fund at 22.7% annualized versus 17.3% for QQQ. Worst drawdown: FTHF -21.1% vs QQQ -22.8%.

Should I hold both FTHF and QQQ?

FTHF and QQQ have a monthly-return correlation of 0.60, 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, FTHF or QQQ?

FTHF yields 3.28% while QQQ yields 0.44%, so FTHF currently pays the higher dividend yield.

Is QQQ better than FTHF?

QQQ has a lower expense ratio. FTHF 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.