GPIQ vs QQQ

GPIQ vs QQQ

Which is better, GPIQ or QQQ?

Large Cap Blend against Large Cap Growth.

QQQ has a lower expense ratio. GPIQ led over 3Y, QQQ over 1Y and the full window. The two have moved almost in lockstep, correlation 1.00. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 46.7%.

Lower Fees: QQQHigher Returns: splitLess Concentrated: QQQ

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricGPIQQQQ
Expense Ratio0.29%0.18%Best
AUM$5.6B$483.5B
Dividend Yield9.94%0.44%
Holdings109107
YTD Return+14.22%+15.18%Best
1Y Return+19.52%+19.65%Best
3Y Return (annualized)+25.82%Best+24.60%
5Y Return (annualized)-+13.94%
Volatility (annualized)14.2%Best17.5%
Max Drawdown-21.1%Best-22.8%
$10,000 over 2.9 years$19,466$20,890Best
Top 10 Weight46.7%46.5%Best
Fund FamilyGoldman Sachs Asset ManagementInvesco (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Growth
InceptionOct 24, 2023Mar 10, 1999

Volatility and max drawdown, and the $10,000 over 2.9 years row, are measured over the window both funds cover: Oct 26, 2023 to Sep 15, 2026 (2.9 years).

GPIQ vs QQQ growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.9 years both funds cover.

GPIQ vs QQQ Performance

Goldman Sachs Nasdaq-100 Premium Income ETF (GPIQ) is an ETF from Goldman Sachs Asset Management and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year GPIQ returned +19.52% while QQQ returned +19.65%. Year to date, GPIQ is up 14.22% versus a gain of 15.18% for QQQ.

Over three years, GPIQ compounded at +25.82% per year against +24.60% for QQQ.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 17.5% compared with 14.2% for GPIQ. 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 -21.1% for GPIQ and -22.8% for QQQ. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 1.00. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

GPIQ charges 0.29% per year while QQQ charges 0.18%. On a $10,000 position that is $29 vs $18 annually, a gap of $11 per year that compounds over a long holding period. On income, GPIQ currently yields 9.94% against 0.44% for QQQ.

Holdings Overlap

GPIQ already in QQQ100.0%
QQQ already in GPIQ99.9%

100.0% of GPIQ's money is in holdings QQQ also owns. 99.9% of QQQ's money is in holdings GPIQ also owns.

Most of GPIQ is already inside QQQ. Owning both mostly buys the same companies twice.

102 positions in common, counted across the 103 positions we hold weights for in GPIQ and 102 in QQQ, against full books of 109 and 107.

What only one of them owns

Our book lists 0 positions for QQQ that do not appear in our book for GPIQ (0.0% of the fund), and 1 for GPIQ that do not appear in QQQ (0.1%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in GPIQWeight in QQQDifference
NVDANvidia Corp8.56%8.44%0.12%
AAPLApple, Inc7.72%7.27%0.45%
MSFTMicrosoft Corp5.88%5.76%0.12%
AMZNAmazon.Com Inc4.51%4.67%0.16%
MUMicron Technology, Inc.4.67%4.43%0.24%
GOOGLAlphabet Inc,class A3.75%3.36%0.39%
AMDAdvanced Micro Devices Inc3.46%3.45%0.01%
AVGOBroadcom Inc2.95%3.16%0.21%
METAMeta Platforms Inc2.78%2.78%0.00%
GOOGAlphabet Inc2.22%3.13%0.91%

100.0% of GPIQ is already inside QQQ.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

GPIQQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, GPIQ or QQQ?

GPIQ has an expense ratio of 0.29% while QQQ charges 0.18%. QQQ is the cheaper option, by $11 a year on a $10,000 investment.

Which performed better, GPIQ or QQQ?

Over the past year GPIQ returned +19.52% vs +19.65% for QQQ, so QQQ leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, GPIQ or QQQ?

QQQ has been the more volatile fund at 17.5% annualized versus 14.2% for GPIQ. Worst drawdown: GPIQ -21.1% vs QQQ -22.8%.

Should I hold both GPIQ and QQQ?

GPIQ and QQQ have a monthly-return correlation of 1.00, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between GPIQ and QQQ?

100.0% of GPIQ's money is in holdings QQQ also owns. 99.9% of QQQ's is in holdings GPIQ also owns. They hold 102 positions in common, counted across the 103 positions we hold weights for in GPIQ and 102 in QQQ.

Which pays a higher dividend, GPIQ or QQQ?

GPIQ yields 9.94% while QQQ yields 0.44%, so GPIQ currently pays the higher dividend yield.

Is QQQ better than GPIQ?

QQQ has a lower expense ratio. GPIQ led over 3Y, QQQ over 1Y and the full window. The two have moved almost in lockstep, correlation 1.00. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 46.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.