LGHT vs QQQ

LGHT vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: QQQ

Side-by-Side Comparison

MetricLGHTQQQWinner
Expense Ratio0.85%0.18%
AUM$2M$496.3B
Dividend Yield0.00%0.44%
Holdings29108
YTD Return+3.33%+16.19%
1Y Return-0.32%+25.22%
3Y Return (annualized)-+25.47%
5Y Return (annualized)-+14.34%
Volatility (annualized)18.4%30.6%
Max Drawdown-28.6%-83.0%
Fund FamilyLangar Investment ManagementInvesco (US)
CategoryEquityEquity
InceptionJan 10, 2024Mar 10, 1999

LGHT vs QQQ Performance

Langar Global Healthtech ETF (LGHT) is a ETF from Langar Investment Management and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year LGHT returned -0.32% while QQQ returned +25.22%. Year to date, LGHT is up 3.33% versus a gain of 16.19% for QQQ.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 18.4% for LGHT. 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 -28.6% for LGHT 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 0.27. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

LGHT charges 0.85% per year while QQQ charges 0.18%. On a $10,000 position that is $85 vs $18 annually, a gap of $67 per year that compounds over a long holding period. On income, LGHT currently yields 0.00% against 0.44% for QQQ.

Holdings Overlap

0.9%overlap

LGHT and QQQ share 3 holdings out of 127 unique holdings combined, representing a 0.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in LGHTWeight in QQQDifference
ISRG12.64%0.58%12.06%
GEHC7.38%0.14%7.24%
DXCM5.18%0.14%5.04%

Frequently Asked Questions

Which is cheaper, LGHT or QQQ?

LGHT has an expense ratio of 0.85% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $67 per year of difference.

Which performed better, LGHT or QQQ?

Over the past year LGHT returned -0.32% vs +25.22% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (3 years), LGHT annualized +0.52% vs +13.01% for QQQ. Past performance does not guarantee future results.

Which is riskier, LGHT or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 18.4% for LGHT. Worst drawdown: LGHT -28.6% vs QQQ -83.0%.

Should I hold both LGHT and QQQ?

LGHT and QQQ have a monthly-return correlation of 0.27, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between LGHT and QQQ?

LGHT and QQQ share 3 common holdings with a 0.9% weight overlap. Combined, they hold 127 unique securities.

Which pays a higher dividend, LGHT or QQQ?

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

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