GVUS vs QQQ
Goldman Sachs MarketBeta Russell 1000 Value Equity ETF vs Invesco QQQ Trust, Series 1
Which is better, GVUS or QQQ?
Large Cap Value against Large Cap Growth.
GVUS has a lower expense ratio. GVUS led over 1Y, QQQ over 3Y and the full window.
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
| Metric | GVUS | QQQ |
|---|---|---|
| Expense Ratio | 0.12%Best | 0.18% |
| AUM | $451M | $437.3B |
| Dividend Yield | 1.44% | 0.43% |
| Holdings | 1,721 | 208 |
| YTD Return | +25.92%Best | +12.98% |
| 1Y Return | +29.43%Best | +11.59% |
| 3Y Return (annualized) | +21.11% | +23.05%Best |
| 5Y Return (annualized) | - | +12.74% |
| Volatility (annualized) | 11.6%Best | 17.1% |
| Max Drawdown | -16.3%Best | -22.8% |
| $10,000 over 2.9 years | $17,427 | $17,881Best |
| Fund Family | Goldman Sachs Asset Management | Invesco (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Growth |
| Inception | Nov 28, 2023 | Mar 10, 1999 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.9 years row, are measured over the window both funds cover: Nov 30, 2023 to Nov 11, 2026 (2.9 years).
GVUS 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.
GVUS vs QQQ Performance
Goldman Sachs MarketBeta Russell 1000 Value Equity ETF (GVUS) 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 GVUS returned +29.43% while QQQ returned +11.59%. Year to date, GVUS is up 25.92% versus a gain of 12.98% for QQQ.
Over three years, GVUS compounded at +21.11% per year against +23.05% 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 17.1% compared with 11.6% for GVUS. 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 -16.3% for GVUS 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 0.40. They move together some of the time, and apart the rest.
Fees and Cost Over Time
GVUS charges 0.12% per year while QQQ charges 0.18%. On a $10,000 position that is $12 vs $18 annually, a gap of $6 per year that compounds over a long holding period. On income, GVUS currently yields 1.44% against 0.43% for QQQ.
You are not choosing between two funds in isolation.
Whichever of GVUS and QQQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, GVUS or QQQ?
GVUS has an expense ratio of 0.12% while QQQ charges 0.18%. GVUS is the cheaper option, by $6 a year on a $10,000 investment.
Which performed better, GVUS or QQQ?
Over the past year GVUS returned +29.43% vs +11.59% for QQQ, so GVUS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, GVUS or QQQ?
QQQ has been the more volatile fund at 17.1% annualized versus 11.6% for GVUS. Worst drawdown: GVUS -16.3% vs QQQ -22.8%.
Should I hold both GVUS and QQQ?
GVUS and QQQ have a monthly-return correlation of 0.40, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, GVUS or QQQ?
GVUS yields 1.44% while QQQ yields 0.43%, so GVUS currently pays the higher dividend yield.
Is QQQ better than GVUS?
GVUS has a lower expense ratio. GVUS led over 1Y, QQQ over 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.