FTIHX vs QQQ

FTIHX vs QQQ
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Quick Verdict

FTIHX has a lower expense ratio. QQQ delivered stronger 1-year returns. FTIHX offers more diversification with 5,059 holdings.

Lower Fees: FTIHXHigher Returns: QQQMore Diversified: FTIHX

Side-by-Side Comparison

MetricFTIHXQQQWinner
Expense Ratio0.06%0.18%
AUM-$496.3B
Dividend Yield2.46%0.44%
Holdings5,059108
YTD Return+15.87%+16.64%
1Y Return+23.71%+27.27%
3Y Return (annualized)+17.65%+25.96%
5Y Return (annualized)+6.75%+14.54%
Volatility (annualized)15.6%30.6%
Max Drawdown-32.0%-83.0%
Fund FamilyFidelity Investments (US)Invesco (US)
CategoryEquityEquity
InceptionJun 7, 2016Mar 10, 1999

FTIHX vs QQQ Performance

Fidelity Total International Index Fund (FTIHX) is a mutual fund from Fidelity Investments (US) and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year FTIHX returned +23.71% while QQQ returned +27.27%. Year to date, FTIHX is up 15.87% versus a gain of 16.64% for QQQ.

Over three years, FTIHX compounded at +17.65% per year against +25.96% for QQQ; over five years the annualized figures are +6.75% and +14.54% respectively. Across the full 5-year window we track, QQQ has the edge at +13.03% annualized vs +6.75%. 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 15.6% for FTIHX. 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 -32.0% for FTIHX 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 0.69. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FTIHX charges 0.06% per year while QQQ charges 0.18%. On a $10,000 position that is $6 vs $18 annually, a gap of $12 per year that compounds over a long holding period. On income, FTIHX currently yields 2.46% against 0.44% for QQQ.

Holdings Overlap

1.4%overlap

FTIHX and QQQ share 7 holdings out of 5076 unique holdings combined, representing a 1.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FTIHXWeight in QQQDifference
ASL:AS1.33%0.68%0.65%
SHOP:CA0.38%0.77%0.39%
QCOM0.00%0.73%0.73%
PDD:IEProProPro
FER:ASProProPro
YNDX:ASProProPro
TRI:CAProProPro
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Frequently Asked Questions

Which is cheaper, FTIHX or QQQ?

FTIHX has an expense ratio of 0.06% while QQQ charges 0.18%. FTIHX is the cheaper option. On a $10,000 investment, that is $12 per year of difference.

Which performed better, FTIHX or QQQ?

Over the past year FTIHX returned +23.71% vs +27.27% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (5 years), FTIHX annualized +6.75% vs +13.03% for QQQ. Past performance does not guarantee future results.

Which is riskier, FTIHX or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 15.6% for FTIHX. Worst drawdown: FTIHX -32.0% vs QQQ -83.0%.

Should I hold both FTIHX and QQQ?

FTIHX and QQQ have a monthly-return correlation of 0.69, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FTIHX and QQQ?

FTIHX and QQQ share 7 common holdings with a 1.4% weight overlap. Combined, they hold 5076 unique securities.

Which pays a higher dividend, FTIHX or QQQ?

FTIHX yields 2.46% while QQQ yields 0.44%, so FTIHX currently pays the higher dividend yield.

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