GINN vs QQQ

GINN vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. GINN offers more diversification with 483 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: GINN

Side-by-Side Comparison

MetricGINNQQQWinner
Expense Ratio0.50%0.18%
AUM$216M$496.3B
Dividend Yield1.17%0.44%
Holdings483108
YTD Return+11.50%+16.23%
1Y Return+19.86%+26.23%
3Y Return (annualized)+20.54%+25.75%
5Y Return (annualized)+6.95%+14.78%
Volatility (annualized)18.4%30.6%
Max Drawdown-41.3%-83.0%
Fund FamilyGoldman Sachs Asset ManagementInvesco (US)
CategoryEquityEquity
InceptionNov 9, 2020Mar 10, 1999

GINN vs QQQ Performance

Goldman Sachs Innovate Equity ETF (GINN) is a ETF from Goldman Sachs Asset Management and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year GINN returned +19.86% while QQQ returned +26.23%. Year to date, GINN is up 11.50% versus a gain of 16.23% for QQQ.

Over three years, GINN compounded at +20.54% per year against +25.75% for QQQ; over five years the annualized figures are +6.95% and +14.78% respectively. Across the full 6-year window we track, QQQ has the edge at +13.02% annualized vs +9.46%. 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 18.4% for GINN. 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 -41.3% for GINN 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 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

GINN charges 0.50% per year while QQQ charges 0.18%. On a $10,000 position that is $50 vs $18 annually, a gap of $32 per year that compounds over a long holding period. On income, GINN currently yields 1.17% against 0.44% for QQQ.

Holdings Overlap

25.6%overlap

GINN and QQQ share 43 holdings out of 525 unique holdings combined, representing a 25.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in GINNWeight in QQQDifference
NVDA1.93%8.44%6.51%
AAPL2.35%7.27%4.92%
MSFT1.83%5.76%3.93%
AMZNProProPro
GOOGLProProPro
MUProProPro
METAProProPro
AMDProProPro
AVGOProProPro
TSLAProProPro
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Frequently Asked Questions

Which is cheaper, GINN or QQQ?

GINN has an expense ratio of 0.50% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $32 per year of difference.

Which performed better, GINN or QQQ?

Over the past year GINN returned +19.86% vs +26.23% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (6 years), GINN annualized +9.46% vs +13.02% for QQQ. Past performance does not guarantee future results.

Which is riskier, GINN or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 18.4% for GINN. Worst drawdown: GINN -41.3% vs QQQ -83.0%.

Should I hold both GINN and QQQ?

GINN and QQQ have a monthly-return correlation of 0.90, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between GINN and QQQ?

GINN and QQQ share 43 common holdings with a 25.6% weight overlap. Combined, they hold 525 unique securities.

Which pays a higher dividend, GINN or QQQ?

GINN yields 1.17% while QQQ yields 0.44%, so GINN currently pays the higher dividend yield.

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