KRMA vs QQQ
Global X Conscious Companies ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. KRMA offers more diversification with 145 holdings.
Side-by-Side Comparison
| Metric | KRMA | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.43% | 0.18% | |
| AUM | $118M | $496.3B | |
| Dividend Yield | 2.42% | 0.44% | |
| Holdings | 145 | 108 | |
| YTD Return | +10.19% | +16.64% | |
| 1Y Return | +19.76% | +27.27% | |
| 3Y Return (annualized) | +16.08% | +25.96% | |
| 5Y Return (annualized) | +9.89% | +14.54% | |
| Volatility (annualized) | 15.9% | 30.6% | |
| Max Drawdown | -36.2% | -83.0% | |
| Fund Family | Global X by mirae Asset | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | Jul 11, 2016 | Mar 10, 1999 |
KRMA vs QQQ Performance
Global X Conscious Companies ETF (KRMA) is a ETF from Global X by mirae Asset and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year KRMA returned +19.76% while QQQ returned +27.27%. Year to date, KRMA is up 10.19% versus a gain of 16.64% for QQQ.
Over three years, KRMA compounded at +16.08% per year against +25.96% for QQQ; over five years the annualized figures are +9.89% and +14.54% respectively. Across the full 10-year window we track, QQQ has the edge at +13.03% annualized vs +12.83%. 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 KRMA. 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 -36.2% for KRMA 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 0.87. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
KRMA charges 0.43% per year while QQQ charges 0.18%. On a $10,000 position that is $43 vs $18 annually, a gap of $25 per year that compounds over a long holding period. On income, KRMA currently yields 2.42% against 0.44% for QQQ.
Holdings Overlap
KRMA and QQQ share 40 holdings out of 205 unique holdings combined, representing a 42.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, KRMA or QQQ?
KRMA has an expense ratio of 0.43% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $25 per year of difference.
Which performed better, KRMA or QQQ?
Over the past year KRMA returned +19.76% vs +27.27% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (10 years), KRMA annualized +12.83% vs +13.03% for QQQ. Past performance does not guarantee future results.
Which is riskier, KRMA or QQQ?
QQQ has been the more volatile fund at 30.6% annualized versus 15.9% for KRMA. Worst drawdown: KRMA -36.2% vs QQQ -83.0%.
Should I hold both KRMA and QQQ?
KRMA and QQQ have a monthly-return correlation of 0.87, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between KRMA and QQQ?
KRMA and QQQ share 40 common holdings with a 42.8% weight overlap. Combined, they hold 205 unique securities.
Which pays a higher dividend, KRMA or QQQ?
KRMA yields 2.42% while QQQ yields 0.44%, so KRMA currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.