FZILX vs QQQ

FZILX vs QQQ
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Quick Verdict

FZILX has a lower expense ratio. FZILX delivered stronger 1-year returns. FZILX offers more diversification with 2,172 holdings.

Lower Fees: FZILXHigher Returns: FZILXMore Diversified: FZILX

Side-by-Side Comparison

MetricFZILXQQQWinner
Expense Ratio0.00%0.18%
AUM$12.3B$496.3B
Dividend Yield2.35%0.44%
Holdings2,172108
YTD Return+16.76%+15.47%
1Y Return+25.32%+24.44%
3Y Return (annualized)+18.43%+25.47%
5Y Return (annualized)+7.07%+14.22%
Volatility (annualized)15.4%30.6%
Max Drawdown-32.8%-83.0%
Fund FamilyFidelity Investments (US)Invesco (US)
CategoryEquityEquity
InceptionAug 2, 2018Mar 10, 1999

FZILX vs QQQ Performance

Fidelity ZERO International Index Fund (FZILX) 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 FZILX returned +25.32% while QQQ returned +24.44%. Year to date, FZILX is up 16.76% versus a gain of 15.47% for QQQ.

Over three years, FZILX compounded at +18.43% per year against +25.47% for QQQ; over five years the annualized figures are +7.07% and +14.22% respectively. Across the full 5-year window we track, QQQ has the edge at +12.99% annualized vs +7.07%. 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 15.4% for FZILX. 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 FZILX 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 0.68. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FZILX charges 0.00% per year while QQQ charges 0.18%. On a $10,000 position that is $0 vs $18 annually, a gap of $18 per year that compounds over a long holding period. On income, FZILX currently yields 2.35% against 0.44% for QQQ.

Holdings Overlap

0.8%overlap

FZILX and QQQ share 4 holdings out of 2239 unique holdings combined, representing a 0.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FZILXWeight in QQQDifference
SHOP:CA0.43%0.77%0.34%
PDD:IE0.21%0.27%0.06%
FER:AS0.09%0.21%0.12%
TRI:CAProProPro
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Frequently Asked Questions

Which is cheaper, FZILX or QQQ?

FZILX has an expense ratio of 0.00% while QQQ charges 0.18%. FZILX is the cheaper option. On a $10,000 investment, that is $18 per year of difference.

Which performed better, FZILX or QQQ?

Over the past year FZILX returned +25.32% vs +24.44% for QQQ, so FZILX leads on 1-year performance. Over the longest common window we track (5 years), FZILX annualized +7.07% vs +12.99% for QQQ. Past performance does not guarantee future results.

Which is riskier, FZILX or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 15.4% for FZILX. Worst drawdown: FZILX -32.8% vs QQQ -83.0%.

Should I hold both FZILX and QQQ?

FZILX and QQQ have a monthly-return correlation of 0.68, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FZILX and QQQ?

FZILX and QQQ share 4 common holdings with a 0.8% weight overlap. Combined, they hold 2239 unique securities.

Which pays a higher dividend, FZILX or QQQ?

FZILX yields 2.35% while QQQ yields 0.44%, so FZILX currently pays the higher dividend yield.

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