INCO vs QQQ

INCO vs QQQ

Which is better, INCO or QQQ?

QQQ has been ahead.

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 50.5%.

Lower Fees: QQQHigher Returns: QQQLess Concentrated: QQQ

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricINCOQQQ
Expense Ratio0.75%0.18%Best
AUM$229M$483.5B
Dividend Yield0.00%0.44%
Holdings34107
YTD Return-8.25%+17.21%Best
1Y Return-11.43%+22.10%Best
3Y Return (annualized)+5.66%+25.27%Best
5Y Return (annualized)+5.46%+14.60%Best
Volatility (annualized)21.5%17.6%Best
Max Drawdown-47.7%-35.1%Best
$10,000 over 5 years$13,045$19,766Best
Top 10 Weight50.5%46.5%Best
Fund FamilyColumbia Threadneedle InvestmentsInvesco (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionAug 10, 2011Mar 10, 1999

Volatility and max drawdown are measured over the window both funds cover: Aug 10, 2011 to Sep 17, 2026 (15.1 years).

INCO vs QQQ growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 15.1 years both funds cover.

INCO vs QQQ Performance

Columbia India Consumer ETF (INCO) is an ETF from Columbia Threadneedle Investments and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year INCO returned -11.43% while QQQ returned +22.10%. Year to date, INCO is down 8.25% versus a gain of 17.21% for QQQ.

Over three years, INCO compounded at +5.66% per year against +25.27% for QQQ; over five years the annualized figures are +5.46% and +14.60% respectively. Across the full 15-year window we track, QQQ has the edge at +19.40% annualized vs +9.22%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

INCO has been the more volatile fund, with annualized monthly volatility of 21.5% compared with 17.6% for QQQ. 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 -47.7% for INCO and -35.1% for QQQ. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.42. They move together some of the time, and apart the rest.

Fees and Cost Over Time

INCO charges 0.75% per year while QQQ charges 0.18%. On a $10,000 position that is $75 vs $18 annually, a gap of $57 per year that compounds over a long holding period. On income, INCO currently yields 0.00% against 0.44% for QQQ.

Holdings Overlap

We hold position weights for 30 holdings in INCO and 102 in QQQ, totalling 101.0% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 30 positions we hold weights for in INCO and 102 in QQQ, against full books of 34 and 107.

What only one of them owns

Our book lists 96 positions for QQQ that do not appear in our book for INCO (97.5% of the fund), and 0 for INCO that do not appear in QQQ (0.0%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

You are not choosing between two funds in isolation.

Whichever of INCO and QQQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

INCOQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, INCO or QQQ?

INCO has an expense ratio of 0.75% while QQQ charges 0.18%. QQQ is the cheaper option, by $57 a year on a $10,000 investment.

Which performed better, INCO or QQQ?

Over the past year INCO returned -11.43% vs +22.10% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (15 years), INCO annualized +9.22% vs +19.40% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, INCO or QQQ?

INCO has been the more volatile fund at 21.5% annualized versus 17.6% for QQQ. Worst drawdown: INCO -47.7% vs QQQ -35.1%.

Should I hold both INCO and QQQ?

INCO and QQQ have a monthly-return correlation of 0.42, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, INCO or QQQ?

INCO yields 0.00% while QQQ yields 0.44%, so QQQ currently pays the higher dividend yield.

Is QQQ better than INCO?

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 50.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.