MAGC vs QQQ

MAGC vs QQQ

Which is better, MAGC 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

MetricMAGCQQQ
Expense Ratio0.60%0.18%Best
AUM$13M$483.5B
Dividend Yield5.13%0.44%
Holdings16107
YTD Return-27.17%+17.95%Best
1Y Return-36.19%+21.77%Best
3Y Return (annualized)-+25.63%
5Y Return (annualized)-+15.24%
Volatility (annualized)28.2%18.8%Best
Max Drawdown-44.3%-22.8%Best
$10,000 over 2 years$7,135$15,252Best
Fund FamilyRoundhill InvestmentsInvesco (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Growth
InceptionOct 3, 2024Mar 10, 1999

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Oct 3, 2024 to Sep 18, 2026 (2 years).

MAGC vs QQQ growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2 years both funds cover.

MAGC vs QQQ Performance

Roundhill China Magnificent Seven ETF (MAGC) is an ETF from Roundhill Investments and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year MAGC returned -36.19% while QQQ returned +21.77%. Year to date, MAGC is down 27.17% versus a gain of 17.95% for QQQ.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

MAGC has been the more volatile fund, with annualized monthly volatility of 28.2% compared with 18.8% for QQQ. 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 -44.3% for MAGC 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 -0.24. They move largely independently of each other.

Fees and Cost Over Time

MAGC charges 0.60% per year while QQQ charges 0.18%. On a $10,000 position that is $60 vs $18 annually, a gap of $42 per year that compounds over a long holding period. On income, MAGC currently yields 5.13% against 0.44% for QQQ.

Holdings Overlap

QQQ already in MAGC0.3%

At least 0.3% of QQQ's money is in holdings MAGC also owns.

Stated as a floor: for MAGC, our book for it covers 43.7% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

1 positions in common, counted across the 7 positions we hold weights for in MAGC and 102 in QQQ, against full books of 16 and 107.

Top Shared Holdings

StockWeight in MAGCWeight in QQQDifference
PDD:IEPdd Holdings Inc.6.01%0.27%5.74%

You are not choosing between two funds in isolation.

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

MAGCQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, MAGC or QQQ?

MAGC has an expense ratio of 0.60% while QQQ charges 0.18%. QQQ is the cheaper option, by $42 a year on a $10,000 investment.

Which performed better, MAGC or QQQ?

Over the past year MAGC returned -36.19% vs +21.77% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), MAGC annualized -15.53% vs +23.50% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, MAGC or QQQ?

MAGC has been the more volatile fund at 28.2% annualized versus 18.8% for QQQ. Worst drawdown: MAGC -44.3% vs QQQ -22.8%.

Should I hold both MAGC and QQQ?

MAGC and QQQ have a monthly-return correlation of -0.24, 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, MAGC or QQQ?

MAGC yields 5.13% while QQQ yields 0.44%, so MAGC currently pays the higher dividend yield.

Is QQQ better than MAGC?

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.