GVLE vs QQQ

GVLE vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: QQQ

Side-by-Side Comparison

MetricGVLEQQQWinner
Expense Ratio0.45%0.18%
AUM$43M$496.3B
Dividend Yield1.00%0.44%
Holdings32108
YTD Return+19.39%+16.19%
1Y Return-+25.22%
3Y Return (annualized)-+25.47%
5Y Return (annualized)-+14.34%
Volatility (annualized)-30.6%
Max Drawdown-7.9%-83.0%
Fund FamilyGoldman Sachs Asset ManagementInvesco (US)
CategoryEquityEquity
InceptionJul 31, 2015Mar 10, 1999

GVLE vs QQQ Performance

Goldman Sachs Value Opportunities ETF (GVLE) is a ETF from Goldman Sachs Asset Management and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Year to date, GVLE is up 19.39% versus a gain of 16.19% for QQQ.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -7.9% for GVLE 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

GVLE charges 0.45% per year while QQQ charges 0.18%. On a $10,000 position that is $45 vs $18 annually, a gap of $27 per year that compounds over a long holding period. On income, GVLE currently yields 1.00% against 0.44% for QQQ.

Holdings Overlap

16.0%overlap

GVLE and QQQ share 6 holdings out of 127 unique holdings combined, representing a 16.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in GVLEWeight in QQQDifference
AMZN8.30%4.67%3.63%
MSFT6.66%5.76%0.90%
AMD2.34%3.45%1.11%
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Frequently Asked Questions

Which is cheaper, GVLE or QQQ?

GVLE has an expense ratio of 0.45% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $27 per year of difference.

What is the holdings overlap between GVLE and QQQ?

GVLE and QQQ share 6 common holdings with a 16.0% weight overlap. Combined, they hold 127 unique securities.

Which pays a higher dividend, GVLE or QQQ?

GVLE yields 1.00% while QQQ yields 0.44%, so GVLE currently pays the higher dividend yield.

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