GAIQ vs QQQ

GAIQ vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. QQQ offers more diversification with 107 holdings.

Lower Fees: QQQHigher Returns: TiedMore Diversified: QQQ

Side-by-Side Comparison

MetricGAIQQQQWinner
Expense Ratio0.79%0.18%
AUM$651,341.87$486.1B
Dividend Yield-0.44%
Holdings30107
YTD Return-0.03%+17.18%
1Y Return-+27.33%
3Y Return (annualized)-+24.55%
5Y Return (annualized)-+14.22%
Volatility (annualized)-30.6%
Max Drawdown-2.0%-83.0%
Fund FamilyGuinness Atkinson FundsInvesco (US)
CategoryEquityEquity
InceptionAug 12, 2026Mar 10, 1999

GAIQ vs QQQ Performance

Guinness Atkinson Global Innovators Fund ETF (GAIQ) is a ETF from Guinness Atkinson Funds and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Year to date, GAIQ is down 0.03% versus a gain of 17.18% for QQQ.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -2.0% for GAIQ and -83.0% for QQQ. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

GAIQ charges 0.79% per year while QQQ charges 0.18%. On a $10,000 position that is $79 vs $18 annually, a gap of $61 per year that compounds over a long holding period.

Holdings Overlap

31.9%overlap

GAIQ and QQQ share 13 holdings out of 119 unique holdings combined, representing a 31.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in GAIQWeight in QQQDifference
NVDA3.32%8.44%5.12%
AAPL3.31%7.27%3.96%
MSFT2.90%5.76%2.86%
AMZNProProPro
AMDProProPro
GOOGLProProPro
AVGOProProPro
AMATProProPro
LRCXProProPro
KLACProProPro
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Frequently Asked Questions

Which is cheaper, GAIQ or QQQ?

GAIQ has an expense ratio of 0.79% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $61 per year of difference.

What is the holdings overlap between GAIQ and QQQ?

GAIQ and QQQ share 13 common holdings with a 31.9% weight overlap. Combined, they hold 119 unique securities.

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