LQPE vs QQQ

LQPE vs QQQ

Which is better, LQPE or QQQ?

Large Cap Value against Large Cap Growth.

QQQ has a lower expense ratio. QQQ led over 1Y and the full window.

Lower Fees: QQQHigher Returns: 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

MetricLQPEQQQ
Expense Ratio1.25%0.18%Best
AUM$13M$483.5B
Dividend Yield0.27%0.44%
Holdings262107
Volatility (annualized)11.1%Best15.4%
Max Drawdown-18.9%Best-22.8%
$10,000 over 1.1 years$9,202$11,281Best
Fund FamilyAlpha QuestInvesco (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Growth
InceptionJan 27, 2025Mar 10, 1999

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 175 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. LQPE has data through Mar 23, 2026 and QQQ through Sep 14, 2026.

Volatility and max drawdown, and the $10,000 over 1.1 years row, are measured over the window both funds cover: Jan 28, 2025 to Mar 23, 2026 (1.1 years).

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 15.4% compared with 11.1% for LQPE. 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 -18.9% for LQPE and -22.8% for QQQ. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.40. They move together some of the time, and apart the rest.

Fees and Cost Over Time

LQPE charges 1.25% per year while QQQ charges 0.18%. On a $10,000 position that is $125 vs $18 annually, a gap of $107 per year that compounds over a long holding period. On income, LQPE currently yields 0.27% against 0.44% for QQQ.

Holdings Overlap

QQQ already in LQPE2.0%

At least 2.0% of QQQ's money is in holdings LQPE also owns.

Stated as a floor: for LQPE, our book for it covers 88.5% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

QQQ and LQPE share little of their money.

The two holdings books were reported 217 days apart, LQPE as of Dec 31, 2025 and QQQ as of Aug 5, 2026, so some of the difference between them is the time between the two reports rather than the funds.

4 positions in common, counted across the 193 positions we hold weights for in LQPE and 102 in QQQ, against full books of 262 and 107.

Top Shared Holdings

StockWeight in LQPEWeight in QQQDifference
ADBEAdobe Systems2.71%0.46%2.25%
IDXXIdexx Labs2.65%0.20%2.45%
FASTFastenal Co.1.21%0.25%0.96%
KLACKla Corp0.12%1.11%0.99%

You are not choosing between two funds in isolation.

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

LQPEQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, LQPE or QQQ?

LQPE has an expense ratio of 1.25% while QQQ charges 0.18%. QQQ is the cheaper option, by $107 a year on a $10,000 investment.

Which is riskier, LQPE or QQQ?

QQQ has been the more volatile fund at 15.4% annualized versus 11.1% for LQPE. Worst drawdown: LQPE -18.9% vs QQQ -22.8%.

Should I hold both LQPE and QQQ?

LQPE and QQQ have a monthly-return correlation of 0.40, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between LQPE and QQQ?

At least 2.0% of QQQ's money is in holdings LQPE also owns. Our book for LQPE is partial, so the real figure is this or higher. They hold 4 positions in common, counted across the 193 positions we hold weights for in LQPE and 102 in QQQ.

Which pays a higher dividend, LQPE or QQQ?

LQPE yields 0.27% while QQQ yields 0.44%, so QQQ currently pays the higher dividend yield.

Is QQQ better than LQPE?

QQQ has a lower expense ratio. QQQ led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.