LCTO vs QQQ
Kurv US Large Cap TaxOptimized ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ has a lower expense ratio. QQQ offers more diversification with 107 holdings.
Side-by-Side Comparison
| Metric | LCTO | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.70% | 0.18% | |
| AUM | $505,135.27 | $486.1B | |
| Dividend Yield | 0.00% | 0.44% | |
| Holdings | 14 | 107 | |
| YTD Return | +1.00% | +17.18% | |
| 1Y Return | - | +27.33% | |
| 3Y Return (annualized) | - | +24.55% | |
| 5Y Return (annualized) | - | +14.22% | |
| Volatility (annualized) | - | 30.6% | |
| Max Drawdown | -4.0% | -83.0% | |
| Fund Family | Kurv | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | Jul 6, 2026 | Mar 10, 1999 |
LCTO vs QQQ Performance
Kurv US Large Cap TaxOptimized ETF (LCTO) is a ETF from Kurv and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Year to date, LCTO is up 1.00% versus a gain of 17.18% for QQQ.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -4.0% for LCTO and -83.0% for QQQ. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
LCTO charges 0.70% per year while QQQ charges 0.18%. On a $10,000 position that is $70 vs $18 annually, a gap of $52 per year that compounds over a long holding period. On income, LCTO currently yields 0.00% against 0.44% for QQQ.
Holdings Overlap
LCTO and QQQ share 0 holdings out of 110 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, LCTO or QQQ?
LCTO has an expense ratio of 0.70% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $52 per year of difference.
What is the holdings overlap between LCTO and QQQ?
LCTO and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 110 unique securities.
Which pays a higher dividend, LCTO or QQQ?
LCTO yields 0.00% while QQQ yields 0.44%, so QQQ currently pays the higher dividend yield.
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