LADM vs QQQ

LADM vs QQQ

Which is better, LADM or QQQ?

Tactical Allocation against Large Cap Growth.

QQQ has a lower expense ratio. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 82.5%.

Lower Fees: 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

MetricLADMQQQ
Expense Ratio0.59%0.18%Best
AUM$2M$483.5B
Dividend Yield0.00%0.44%
Holdings14107
YTD Return+2.08%+15.18%Best
1Y Return-+19.65%
3Y Return (annualized)-+24.60%
5Y Return (annualized)-+13.94%
Top 10 Weight82.5%46.5%Best
Fund FamilyPacer ETFsInvesco (US)
CategoryAllocation/BalancedEquity
StyleTactical AllocationLarge Cap Growth
InceptionJun 25, 2026Mar 10, 1999

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

LADM 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

LADM vs QQQ Performance

Pacer Swan SOS Laddered Moderate ETF (LADM) is an ETF from Pacer ETFs and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Year to date, LADM is up 2.08% versus a gain of 15.18% for QQQ.

Past performance does not guarantee future results.

Fees and Cost Over Time

LADM charges 0.59% per year while QQQ charges 0.18%. On a $10,000 position that is $59 vs $18 annually, a gap of $41 per year that compounds over a long holding period. On income, LADM currently yields 0.00% against 0.44% for QQQ.

Holdings Overlap

We hold position weights for 13 holdings in LADM and 102 in QQQ, totalling 100.0% 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 13 positions we hold weights for in LADM and 102 in QQQ, against full books of 14 and 107.

What only one of them owns

Measured across the 13 and 102 positions we hold weights for.

QQQ holds 96 positions LADM does not, 97.5% of the fund.

Largest: NVDA 8.44%, AAPL 7.27%, MSFT 5.76%, AMZN 4.67%, MU 4.43%

You are not choosing between two funds in isolation.

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

LADMQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, LADM or QQQ?

LADM has an expense ratio of 0.59% while QQQ charges 0.18%. QQQ is the cheaper option, by $41 a year on a $10,000 investment.

Which pays a higher dividend, LADM or QQQ?

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

Is QQQ better than LADM?

QQQ has a lower expense ratio. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 82.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.