KQQQ vs VTI

KQQQ vs VTI
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Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricKQQQVTIWinner
Expense Ratio0.99%0.03%
AUM$128M$666.9B
Dividend Yield17.38%1.07%
Holdings583,543
YTD Return+12.69%+13.14%
1Y Return+21.47%+22.35%
3Y Return (annualized)-+21.83%
5Y Return (annualized)-+12.01%
Volatility (annualized)21.5%15.3%
Max Drawdown-26.1%-56.6%
Fund FamilyKurvVanguard (US)
CategoryEquityEquity
InceptionApr 22, 2024May 24, 2001

KQQQ vs VTI Performance

Kurv Technology Titans Select ETF (KQQQ) is a ETF from Kurv and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year KQQQ returned +21.47% while VTI returned +22.35%. Year to date, KQQQ is up 12.69% versus a gain of 13.14% for VTI.

Risk: Volatility and Drawdowns

KQQQ has been the more volatile fund, with annualized monthly volatility of 21.5% compared with 15.3% for VTI. 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 -26.1% for KQQQ and -56.6% for VTI. 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 0.86. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

KQQQ charges 0.99% per year while VTI charges 0.03%. On a $10,000 position that is $99 vs $3 annually, a gap of $96 per year that compounds over a long holding period. On income, KQQQ currently yields 17.38% against 1.07% for VTI.

Holdings Overlap

26.1%overlap

KQQQ and VTI share 16 holdings out of 2792 unique holdings combined, representing a 26.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in KQQQWeight in VTIDifference
GOOGL11.30%2.88%8.42%
AMZN9.64%3.17%6.47%
AAPL5.04%5.84%0.80%
NVDAProProPro
AVGOProProPro
INTCProProPro
AMDProProPro
METAProProPro
MSFTProProPro
AMATProProPro
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Frequently Asked Questions

Which is cheaper, KQQQ or VTI?

KQQQ has an expense ratio of 0.99% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $96 per year of difference.

Which performed better, KQQQ or VTI?

Over the past year KQQQ returned +21.47% vs +22.35% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), KQQQ annualized +20.24% vs +8.09% for VTI. Past performance does not guarantee future results.

Which is riskier, KQQQ or VTI?

KQQQ has been the more volatile fund at 21.5% annualized versus 15.3% for VTI. Worst drawdown: KQQQ -26.1% vs VTI -56.6%.

Should I hold both KQQQ and VTI?

KQQQ and VTI have a monthly-return correlation of 0.86, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between KQQQ and VTI?

KQQQ and VTI share 16 common holdings with a 26.1% weight overlap. Combined, they hold 2792 unique securities.

Which pays a higher dividend, KQQQ or VTI?

KQQQ yields 17.38% while VTI yields 1.07%, so KQQQ currently pays the higher dividend yield.

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