IMFL vs QQQ

Quick Verdict

QQQ has a lower expense ratio. IMFL delivered stronger 1-year returns. IMFL offers more diversification with 852 holdings.

Lower Fees: QQQHigher Returns: IMFLMore Diversified: IMFL

Side-by-Side Comparison

MetricIMFLQQQWinner
Expense Ratio0.34%0.18%
AUM$1.0B$455.8B
Dividend Yield2.89%0.41%
Holdings887108
YTD Return+15.58%+18.31%
1Y Return+27.16%+25.37%
3Y Return (annualized)+16.30%+25.79%
5Y Return (annualized)+8.38%+15.20%
Volatility (annualized)15.9%30.6%
Max Drawdown-33.3%-83.0%
Fund FamilyInvesco (US)Invesco (US)
CategoryEquityEquity
InceptionFeb 24, 2021Mar 10, 1999

IMFL vs QQQ Performance

Invesco International Developed Dynamic Multifactor ETF (IMFL) is a ETF from Invesco (US) and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year IMFL returned +27.16% while QQQ returned +25.37%. Year to date, IMFL is up 15.58% versus a gain of 18.31% for QQQ.

Over three years, IMFL compounded at +16.30% per year against +25.79% for QQQ; over five years the annualized figures are +8.38% and +15.20% respectively. Across the full 6-year window we track, QQQ has the edge at +13.10% annualized vs +9.27%. 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 15.9% for IMFL. 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 -33.3% for IMFL 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 0.60. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IMFL charges 0.34% per year while QQQ charges 0.18%. On a $10,000 position that is $34 vs $18 annually, a gap of $16 per year that compounds over a long holding period. On income, IMFL currently yields 2.89% against 0.41% for QQQ.

Holdings Overlap

0.8%overlap

IMFL and QQQ share 4 holdings out of 951 unique holdings combined, representing a 0.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IMFLWeight in QQQDifference
ASML:AS0.79%0.70%0.09%
CCEP:LN0.07%0.21%0.14%
FER:AS0.04%0.20%0.16%
TRI:CAProProPro
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Frequently Asked Questions

Which is cheaper, IMFL or QQQ?

IMFL has an expense ratio of 0.34% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $16 per year of difference.

Which performed better, IMFL or QQQ?

Over the past year IMFL returned +27.16% vs +25.37% for QQQ, so IMFL leads on 1-year performance. Over the longest common window we track (6 years), IMFL annualized +9.27% vs +13.10% for QQQ. Past performance does not guarantee future results.

Which is riskier, IMFL or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 15.9% for IMFL. Worst drawdown: IMFL -33.3% vs QQQ -83.0%.

Should I hold both IMFL and QQQ?

IMFL and QQQ have a monthly-return correlation of 0.60, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IMFL and QQQ?

IMFL and QQQ share 4 common holdings with a 0.8% weight overlap. Combined, they hold 951 unique securities.

Which pays a higher dividend, IMFL or QQQ?

IMFL yields 2.89% while QQQ yields 0.41%, so IMFL currently pays the higher dividend yield.

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