HTEC vs QQQ
ROBO Global Healthcare Technology and Innovation ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ has a lower expense ratio. HTEC delivered stronger 1-year returns. QQQ offers more diversification with 103 holdings.
Side-by-Side Comparison
| Metric | HTEC | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.68% | 0.18% | |
| AUM | $75M | $455.8B | |
| Dividend Yield | 0.92% | 0.41% | |
| Holdings | 60 | 108 | |
| YTD Return | +16.11% | +17.46% | |
| 1Y Return | +44.49% | +26.02% | |
| 3Y Return (annualized) | +13.25% | +25.51% | |
| 5Y Return (annualized) | -2.38% | +15.12% | |
| Volatility (annualized) | 22.1% | 30.6% | |
| Max Drawdown | -57.5% | -83.0% | |
| Fund Family | Robo Global | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | Jun 25, 2019 | Mar 10, 1999 |
HTEC vs QQQ Performance
ROBO Global Healthcare Technology and Innovation ETF (HTEC) is a ETF from Robo Global and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year HTEC returned +44.49% while QQQ returned +26.02%. Year to date, HTEC is up 16.11% versus a gain of 17.46% for QQQ.
Over three years, HTEC compounded at +13.25% per year against +25.51% for QQQ; over five years the annualized figures are -2.38% and +15.12% respectively. Across the full 7-year window we track, QQQ has the edge at +13.08% annualized vs +7.85%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 22.1% for HTEC. 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 -57.5% for HTEC and -83.0% for QQQ. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.69. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
HTEC charges 0.68% per year while QQQ charges 0.18%. On a $10,000 position that is $68 vs $18 annually, a gap of $50 per year that compounds over a long holding period. On income, HTEC currently yields 0.92% against 0.41% for QQQ.
Holdings Overlap
HTEC and QQQ share 5 holdings out of 157 unique holdings combined, representing a 1.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, HTEC or QQQ?
HTEC has an expense ratio of 0.68% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $50 per year of difference.
Which performed better, HTEC or QQQ?
Over the past year HTEC returned +44.49% vs +26.02% for QQQ, so HTEC leads on 1-year performance. Over the longest common window we track (7 years), HTEC annualized +7.85% vs +13.08% for QQQ. Past performance does not guarantee future results.
Which is riskier, HTEC or QQQ?
QQQ has been the more volatile fund at 30.6% annualized versus 22.1% for HTEC. Worst drawdown: HTEC -57.5% vs QQQ -83.0%.
Should I hold both HTEC and QQQ?
HTEC and QQQ have a monthly-return correlation of 0.69, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between HTEC and QQQ?
HTEC and QQQ share 5 common holdings with a 1.8% weight overlap. Combined, they hold 157 unique securities.
Which pays a higher dividend, HTEC or QQQ?
HTEC yields 0.92% while QQQ yields 0.41%, so HTEC currently pays the higher dividend yield.
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