HEFT vs QQQ

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

MetricHEFTQQQWinner
Expense Ratio0.70%0.18%
AUM$85M$455.8B
Dividend Yield0.02%0.41%
Holdings95108
YTD Return+4.44%+19.68%
1Y Return-+26.75%
3Y Return (annualized)-+26.25%
5Y Return (annualized)-+15.39%
Volatility (annualized)-30.6%
Max Drawdown-9.2%-83.0%
Fund FamilyHedgeye Asset ManagementInvesco (US)
CategoryEquityEquity
InceptionNov 20, 2025Mar 10, 1999

HEFT vs QQQ Performance

Hedgeye Fourth Turning ETF (HEFT) is a ETF from Hedgeye Asset Management and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Year to date, HEFT is up 4.44% versus a gain of 19.68% for QQQ.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -9.2% for HEFT 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

HEFT charges 0.70% per year while QQQ charges 0.18%. On a $10,000 position that is $70 vs $18 annually, a gap of $52 per year that compounds over a long holding period. On income, HEFT currently yields 0.02% against 0.41% for QQQ.

Holdings Overlap

34.9%overlap

HEFT and QQQ share 14 holdings out of 137 unique holdings combined, representing a 34.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in HEFTWeight in QQQDifference
AAPL9.50%7.46%2.04%
NVDA6.67%7.88%1.21%
AMZN4.18%4.26%0.08%
MSFTProProPro
AMDProProPro
GOOGLProProPro
MUProProPro
AMATProProPro
PANWProProPro
KLACProProPro
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Frequently Asked Questions

Which is cheaper, HEFT or QQQ?

HEFT has an expense ratio of 0.70% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $52 per year of difference.

What is the holdings overlap between HEFT and QQQ?

HEFT and QQQ share 14 common holdings with a 34.9% weight overlap. Combined, they hold 137 unique securities.

Which pays a higher dividend, HEFT or QQQ?

HEFT yields 0.02% while QQQ yields 0.41%, so QQQ currently pays the higher dividend yield.

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