KNOW vs QQQ

KNOW vs QQQ

Which is better, KNOW or QQQ?

Allocation/Balanced against Large Cap Growth.

QQQ has a lower expense ratio. QQQ led over 1Y and the full window. KNOW is less concentrated, with 30.5% of the fund in its ten largest positions against 46.5%.

Lower Fees: QQQHigher Returns: QQQLess Concentrated: KNOW

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

MetricKNOWQQQ
Expense Ratio1.09%0.18%Best
AUM$9M$483.5B
Dividend Yield1.27%0.44%
Holdings90107
YTD Return+10.71%+17.21%Best
1Y Return+12.18%+22.10%Best
3Y Return (annualized)-+25.27%
5Y Return (annualized)-+14.60%
Volatility (annualized)10.6%Best17.4%
Max Drawdown-16.0%Best-22.8%
$10,000 over 2.6 years$12,598$16,752Best
Top 10 Weight30.5%Best46.5%
Fund FamilyFundamentals First FundInvesco (US)
CategoryAllocation/BalancedEquity
StyleAllocation/BalancedLarge Cap Growth
InceptionJan 26, 2024Mar 10, 1999

Volatility and max drawdown, and the $10,000 over 2.6 years row, are measured over the window both funds cover: Feb 27, 2024 to Sep 17, 2026 (2.6 years).

KNOW 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 2.6 years both funds cover.

KNOW vs QQQ Performance

Fundamentals First ETF (KNOW) is an ETF from Fundamentals First Fund and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year KNOW returned +12.18% while QQQ returned +22.10%. Year to date, KNOW is up 10.71% versus a gain of 17.21% for QQQ.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 17.4% compared with 10.6% for KNOW. 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 -16.0% for KNOW and -22.8% 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 0.45. They move together some of the time, and apart the rest.

Fees and Cost Over Time

KNOW charges 1.09% per year while QQQ charges 0.18%. On a $10,000 position that is $109 vs $18 annually, a gap of $91 per year that compounds over a long holding period. On income, KNOW currently yields 1.27% against 0.44% for QQQ.

Holdings Overlap

KNOW already in QQQ13.6%
QQQ already in KNOW16.6%

13.6% of KNOW's money is in holdings QQQ also owns. 16.6% of QQQ's money is in holdings KNOW also owns.

QQQ and KNOW share little of their money.

11 positions in common, counted across the 87 positions we hold weights for in KNOW and 102 in QQQ, against full books of 90 and 107.

What only one of them owns

Our book lists 85 positions for QQQ that do not appear in our book for KNOW (80.9% of the fund), and 51 for KNOW that do not appear in QQQ (63.4%).

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.

Top Shared Holdings

StockWeight in KNOWWeight in QQQDifference
MSFTMicrosoft Corp0.62%5.76%5.14%
GOOGAlphabet Inc2.59%3.13%0.54%
LRCXLam Research Corp2.34%1.69%0.65%
KLACKla Corp2.26%1.11%1.15%
WMTWalmart, Inc.0.44%2.41%1.97%
LINLinde Plc Ordinary Shares1.53%1.00%0.53%
ADPAutomatic Data Processing, Inc.1.22%0.47%0.75%
PAYXPaychex, Inc.1.21%0.19%1.02%
FASTFastenal Co.0.75%0.25%0.50%
HONHoneywell International Inc.0.42%0.35%0.07%

You are not choosing between two funds in isolation.

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

KNOWQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, KNOW or QQQ?

KNOW has an expense ratio of 1.09% while QQQ charges 0.18%. QQQ is the cheaper option, by $91 a year on a $10,000 investment.

Which performed better, KNOW or QQQ?

Over the past year KNOW returned +12.18% vs +22.10% for QQQ, so QQQ leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, KNOW or QQQ?

QQQ has been the more volatile fund at 17.4% annualized versus 10.6% for KNOW. Worst drawdown: KNOW -16.0% vs QQQ -22.8%.

Should I hold both KNOW and QQQ?

KNOW and QQQ have a monthly-return correlation of 0.45, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between KNOW and QQQ?

16.6% of QQQ's money is in holdings KNOW also owns. 16.6% of QQQ's is in holdings KNOW also owns. They hold 11 positions in common, counted across the 87 positions we hold weights for in KNOW and 102 in QQQ.

Which pays a higher dividend, KNOW or QQQ?

KNOW yields 1.27% while QQQ yields 0.44%, so KNOW currently pays the higher dividend yield.

Is QQQ better than KNOW?

QQQ has a lower expense ratio. QQQ led over 1Y and the full window. KNOW is less concentrated, with 30.5% of the fund in its ten largest positions against 46.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.