IDE vs QQQ

IDE vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. IDE offers more diversification with 267 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: IDE

Side-by-Side Comparison

MetricIDEQQQWinner
Expense Ratio1.22%0.18%
AUM$174M$496.3B
Dividend Yield8.81%0.44%
Holdings267108
YTD Return+12.93%+17.30%
1Y Return+19.51%+24.93%
3Y Return (annualized)+23.09%+26.19%
5Y Return (annualized)+10.35%+15.34%
Volatility (annualized)19.9%30.6%
Max Drawdown-70.5%-83.0%
Fund FamilyVoya Investment ManagementInvesco (US)
CategoryEquityEquity
InceptionJan 26, 2010Mar 10, 1999

IDE vs QQQ Performance

Voya Infrastructure Industrials and Materials Fund (IDE) is a ETF from Voya Investment Management and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year IDE returned +19.51% while QQQ returned +24.93%. Year to date, IDE is up 12.93% versus a gain of 17.30% for QQQ.

Over three years, IDE compounded at +23.09% per year against +26.19% for QQQ; over five years the annualized figures are +10.35% and +15.34% respectively. Across the full 17-year window we track, QQQ has the edge at +13.06% annualized vs +0.68%. 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 19.9% for IDE. 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 -70.5% for IDE 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 0.63. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IDE charges 1.22% per year while QQQ charges 0.18%. On a $10,000 position that is $122 vs $18 annually, a gap of $104 per year that compounds over a long holding period. On income, IDE currently yields 8.81% against 0.44% for QQQ.

Holdings Overlap

5.2%overlap

IDE and QQQ share 13 holdings out of 345 unique holdings combined, representing a 5.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IDEWeight in QQQDifference
CSCO1.63%2.10%0.47%
TMUS0.78%0.82%0.04%
LIN0.55%1.00%0.45%
HONProProPro
EXCProProPro
BKRProProPro
CEGProProPro
AEPProProPro
CMCSAProProPro
CSXProProPro
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Frequently Asked Questions

Which is cheaper, IDE or QQQ?

IDE has an expense ratio of 1.22% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $104 per year of difference.

Which performed better, IDE or QQQ?

Over the past year IDE returned +19.51% vs +24.93% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (17 years), IDE annualized +0.68% vs +13.06% for QQQ. Past performance does not guarantee future results.

Which is riskier, IDE or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 19.9% for IDE. Worst drawdown: IDE -70.5% vs QQQ -83.0%.

Should I hold both IDE and QQQ?

IDE and QQQ have a monthly-return correlation of 0.63, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IDE and QQQ?

IDE and QQQ share 13 common holdings with a 5.2% weight overlap. Combined, they hold 345 unique securities.

Which pays a higher dividend, IDE or QQQ?

IDE yields 8.81% while QQQ yields 0.44%, so IDE currently pays the higher dividend yield.

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