IMF vs QQQ

IMF 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

MetricIMFQQQWinner
Expense Ratio0.65%0.18%
AUM$317M$496.3B
Dividend Yield0.90%0.44%
Holdings79108
YTD Return+13.27%+17.07%
1Y Return+19.61%+26.39%
3Y Return (annualized)-+26.08%
5Y Return (annualized)-+15.18%
Volatility (annualized)12.1%30.6%
Max Drawdown-15.1%-83.0%
Fund FamilyInvesco (US)Invesco (US)
CategoryAlternativeEquity
InceptionMar 19, 2025Mar 10, 1999

IMF vs QQQ Performance

Invesco Managed Futures Strategy ETF (IMF) is a ETF from Invesco (US) and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year IMF returned +19.61% while QQQ returned +26.39%. Year to date, IMF is up 13.27% versus a gain of 17.07% for QQQ.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 12.1% for IMF. 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 -15.1% for IMF 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 -0.05. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IMF charges 0.65% per year while QQQ charges 0.18%. On a $10,000 position that is $65 vs $18 annually, a gap of $47 per year that compounds over a long holding period. On income, IMF currently yields 0.90% against 0.44% for QQQ.

Holdings Overlap

0.0%overlap

IMF and QQQ share 0 holdings out of 103 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, IMF or QQQ?

IMF has an expense ratio of 0.65% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $47 per year of difference.

Which performed better, IMF or QQQ?

Over the past year IMF returned +19.61% vs +26.39% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (1 years), IMF annualized +2.83% vs +13.05% for QQQ. Past performance does not guarantee future results.

Which is riskier, IMF or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 12.1% for IMF. Worst drawdown: IMF -15.1% vs QQQ -83.0%.

Should I hold both IMF and QQQ?

IMF and QQQ have a monthly-return correlation of -0.05, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IMF and QQQ?

IMF and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 103 unique securities.

Which pays a higher dividend, IMF or QQQ?

IMF yields 0.90% while QQQ yields 0.44%, so IMF currently pays the higher dividend yield.

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