KOID vs QQQ

KOID vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. KOID delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.

Lower Fees: QQQHigher Returns: KOIDMore Diversified: QQQ

Side-by-Side Comparison

MetricKOIDQQQWinner
Expense Ratio0.69%0.18%
AUM$318M$496.3B
Dividend Yield0.75%0.44%
Holdings57108
YTD Return+12.94%+16.23%
1Y Return+28.77%+26.23%
3Y Return (annualized)-+25.75%
5Y Return (annualized)-+14.78%
Volatility (annualized)32.1%30.6%
Max Drawdown-19.6%-83.0%
Fund FamilyKraneSharesInvesco (US)
CategoryEquityEquity
InceptionAug 1, 2020Mar 10, 1999

KOID vs QQQ Performance

KraneShares Global Humanoid Robotics and Physical AI Index ETF (KOID) is a ETF from KraneShares and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year KOID returned +28.77% while QQQ returned +26.23%. Year to date, KOID is up 12.94% versus a gain of 16.23% for QQQ.

Risk: Volatility and Drawdowns

KOID has been the more volatile fund, with annualized monthly volatility of 32.1% compared with 30.6% 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 -19.6% for KOID 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 0.77. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

KOID charges 0.69% per year while QQQ charges 0.18%. On a $10,000 position that is $69 vs $18 annually, a gap of $51 per year that compounds over a long holding period. On income, KOID currently yields 0.75% against 0.44% for QQQ.

Holdings Overlap

6.3%overlap

KOID and QQQ share 5 holdings out of 146 unique holdings combined, representing a 6.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in KOIDWeight in QQQDifference
NVDA2.03%8.44%6.41%
TSLA2.03%2.56%0.53%
TXN2.01%1.12%0.89%
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Frequently Asked Questions

Which is cheaper, KOID or QQQ?

KOID has an expense ratio of 0.69% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $51 per year of difference.

Which performed better, KOID or QQQ?

Over the past year KOID returned +28.77% vs +26.23% for QQQ, so KOID leads on 1-year performance. Over the longest common window we track (1 years), KOID annualized +36.78% vs +13.02% for QQQ. Past performance does not guarantee future results.

Which is riskier, KOID or QQQ?

KOID has been the more volatile fund at 32.1% annualized versus 30.6% for QQQ. Worst drawdown: KOID -19.6% vs QQQ -83.0%.

Should I hold both KOID and QQQ?

KOID and QQQ have a monthly-return correlation of 0.77, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between KOID and QQQ?

KOID and QQQ share 5 common holdings with a 6.3% weight overlap. Combined, they hold 146 unique securities.

Which pays a higher dividend, KOID or QQQ?

KOID yields 0.75% while QQQ yields 0.44%, so KOID currently pays the higher dividend yield.

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