LGDX vs QQQ
Intech S&P Large Cap Diversified Alpha ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. LGDX offers more diversification with 241 holdings.
Side-by-Side Comparison
| Metric | LGDX | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.25% | 0.18% | |
| AUM | $148M | $496.3B | |
| Dividend Yield | 0.48% | 0.44% | |
| Holdings | 241 | 108 | |
| YTD Return | +11.84% | +16.64% | |
| 1Y Return | +18.94% | +27.27% | |
| 3Y Return (annualized) | - | +25.96% | |
| 5Y Return (annualized) | - | +14.54% | |
| Volatility (annualized) | 13.1% | 30.6% | |
| Max Drawdown | -15.8% | -83.0% | |
| Fund Family | Intech ETF | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | Mar 1, 2025 | Mar 10, 1999 |
LGDX vs QQQ Performance
Intech S&P Large Cap Diversified Alpha ETF (LGDX) is a ETF from Intech ETF and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year LGDX returned +18.94% while QQQ returned +27.27%. Year to date, LGDX is up 11.84% versus a gain of 16.64% for QQQ.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 13.1% for LGDX. 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 -15.8% for LGDX 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 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
LGDX charges 0.25% per year while QQQ charges 0.18%. On a $10,000 position that is $25 vs $18 annually, a gap of $7 per year that compounds over a long holding period. On income, LGDX currently yields 0.48% against 0.44% for QQQ.
Holdings Overlap
LGDX and QQQ share 63 holdings out of 319 unique holdings combined, representing a 49.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, LGDX or QQQ?
LGDX has an expense ratio of 0.25% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $7 per year of difference.
Which performed better, LGDX or QQQ?
Over the past year LGDX returned +18.94% vs +27.27% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), LGDX annualized +17.70% vs +13.03% for QQQ. Past performance does not guarantee future results.
Which is riskier, LGDX or QQQ?
QQQ has been the more volatile fund at 30.6% annualized versus 13.1% for LGDX. Worst drawdown: LGDX -15.8% vs QQQ -83.0%.
Should I hold both LGDX and QQQ?
LGDX and QQQ have a monthly-return correlation of 0.90, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between LGDX and QQQ?
LGDX and QQQ share 63 common holdings with a 49.5% weight overlap. Combined, they hold 319 unique securities.
Which pays a higher dividend, LGDX or QQQ?
LGDX yields 0.48% while QQQ yields 0.44%, so LGDX currently pays the higher dividend yield.
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