LVOL vs QQQ

LVOL vs QQQ

Which is better, LVOL or QQQ?

Large Cap Blend 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

MetricLVOLQQQ
Expense Ratio0.29%0.18%Best
AUM$9M$483.5B
Dividend Yield1.09%0.44%
Holdings201107
Volatility (annualized)14.4%Best20.4%
Max Drawdown-22.4%Best-35.1%
$10,000 over 4.3 years$13,730$14,480Best
Fund FamilyAmerican Century InvestmentsInvesco (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Growth
InceptionJan 12, 2021Mar 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 507 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. LVOL has data through Apr 22, 2025 and QQQ through Sep 11, 2026.

Volatility and max drawdown, and the $10,000 over 4.3 years row, are measured over the window both funds cover: Jan 19, 2021 to Apr 22, 2025 (4.3 years).

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 20.4% compared with 14.4% for LVOL. 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 -22.4% for LVOL and -35.1% 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 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

LVOL charges 0.29% per year while QQQ charges 0.18%. On a $10,000 position that is $29 vs $18 annually, a gap of $11 per year that compounds over a long holding period. On income, LVOL currently yields 1.09% against 0.44% for QQQ.

You are not choosing between two funds in isolation.

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

LVOLQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, LVOL or QQQ?

LVOL has an expense ratio of 0.29% while QQQ charges 0.18%. QQQ is the cheaper option, by $11 a year on a $10,000 investment.

Which is riskier, LVOL or QQQ?

QQQ has been the more volatile fund at 20.4% annualized versus 14.4% for LVOL. Worst drawdown: LVOL -22.4% vs QQQ -35.1%.

Should I hold both LVOL and QQQ?

LVOL and QQQ have a monthly-return correlation of 0.80, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, LVOL or QQQ?

LVOL yields 1.09% while QQQ yields 0.44%, so LVOL currently pays the higher dividend yield.

Is QQQ better than LVOL?

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.