GLIX vs QQQ

GLIX vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. QQQ offers more diversification with 108 holdings.

Lower Fees: QQQHigher Returns: TiedMore Diversified: QQQ

Side-by-Side Comparison

MetricGLIXQQQWinner
Expense Ratio0.96%0.18%
AUM-$496.3B
Dividend Yield2.07%0.44%
Holdings57108
YTD Return+10.26%+17.30%
1Y Return-+24.93%
3Y Return (annualized)-+26.19%
5Y Return (annualized)-+15.34%
Volatility (annualized)-30.6%
Max Drawdown-7.8%-83.0%
Fund FamilyLazard Asset ManagementInvesco (US)
CategoryEquityEquity
InceptionOct 3, 2025Mar 10, 1999

GLIX vs QQQ Performance

Lazard Listed Infrastructure ETF (GLIX) is a ETF from Lazard Asset Management and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Year to date, GLIX is up 10.26% versus a gain of 17.30% for QQQ.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -7.8% for GLIX 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

GLIX charges 0.96% per year while QQQ charges 0.18%. On a $10,000 position that is $96 vs $18 annually, a gap of $78 per year that compounds over a long holding period. On income, GLIX currently yields 2.07% against 0.44% for QQQ.

Holdings Overlap

0.7%overlap

GLIX and QQQ share 3 holdings out of 127 unique holdings combined, representing a 0.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in GLIXWeight in QQQDifference
EXC4.46%0.21%4.25%
FER:AS3.74%0.21%3.53%
AEP1.96%0.30%1.66%

Frequently Asked Questions

Which is cheaper, GLIX or QQQ?

GLIX has an expense ratio of 0.96% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $78 per year of difference.

What is the holdings overlap between GLIX and QQQ?

GLIX and QQQ share 3 common holdings with a 0.7% weight overlap. Combined, they hold 127 unique securities.

Which pays a higher dividend, GLIX or QQQ?

GLIX yields 2.07% while QQQ yields 0.44%, so GLIX currently pays the higher dividend yield.

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