MFVL vs QQQ

MFVL vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. QQQ offers more diversification with 108 holdings.

Lower Fees: QQQHigher Returns: TiedMore Diversified: QQQ

Side-by-Side Comparison

MetricMFVLQQQWinner
Expense Ratio0.50%0.18%
AUM$7M$496.3B
Dividend Yield0.00%0.44%
Holdings101108
YTD Return+12.68%+16.64%
1Y Return-+27.27%
3Y Return (annualized)-+25.96%
5Y Return (annualized)-+14.54%
Volatility (annualized)-30.6%
Max Drawdown-7.0%-83.0%
Fund FamilyMotley Fool Asset ManagementInvesco (US)
CategoryEquityEquity
InceptionDec 8, 2025Mar 10, 1999

MFVL vs QQQ Performance

Motley Fool Value Factor ETF (MFVL) is a ETF from Motley Fool Asset Management and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Year to date, MFVL is up 12.68% versus a gain of 16.64% for QQQ.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -7.0% for MFVL and -83.0% for QQQ. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

MFVL charges 0.50% per year while QQQ charges 0.18%. On a $10,000 position that is $50 vs $18 annually, a gap of $32 per year that compounds over a long holding period. On income, MFVL currently yields 0.00% against 0.44% for QQQ.

Holdings Overlap

2.7%overlap

MFVL and QQQ share 6 holdings out of 198 unique holdings combined, representing a 2.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in MFVLWeight in QQQDifference
TMUS4.38%0.82%3.56%
ADBE3.96%0.46%3.50%
BKNG3.55%0.70%2.85%
PYPLProProPro
INTUProProPro
WDAYProProPro
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Frequently Asked Questions

Which is cheaper, MFVL or QQQ?

MFVL has an expense ratio of 0.50% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $32 per year of difference.

What is the holdings overlap between MFVL and QQQ?

MFVL and QQQ share 6 common holdings with a 2.7% weight overlap. Combined, they hold 198 unique securities.

Which pays a higher dividend, MFVL or QQQ?

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

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