MOTG vs QQQ

MOTG vs QQQ

Which is better, MOTG or QQQ?

Large Cap Blend against Large Cap Growth.

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. MOTG is less concentrated, with 21.6% of the fund in its ten largest positions against 46.5%.

Lower Fees: QQQHigher Returns: QQQLess Concentrated: MOTG

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

MetricMOTGQQQ
Expense Ratio0.52%0.18%Best
AUM$18M$483.5B
Dividend Yield2.28%0.44%
Holdings73107
YTD Return-0.38%+21.16%Best
1Y Return-12.89%+24.78%Best
3Y Return (annualized)+9.24%+27.95%Best
5Y Return (annualized)+3.12%+15.36%Best
Volatility (annualized)16.8%Best20.4%
Max Drawdown-31.8%Best-35.1%
$10,000 over 5 years$11,660$20,430Best
Top 10 Weight21.6%Best46.5%
Fund FamilyVanEckInvesco (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Growth
InceptionOct 30, 2018Mar 10, 1999

Volatility and max drawdown are measured over the window both funds cover: Oct 31, 2018 to Sep 24, 2026 (7.9 years).

MOTG 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 7.9 years both funds cover.

MOTG vs QQQ Performance

VanEck Morningstar Global Wide Moat ETF (MOTG) is an ETF from VanEck and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year MOTG returned -12.89% while QQQ returned +24.78%. Year to date, MOTG is down 0.38% versus a gain of 21.16% for QQQ.

Over three years, MOTG compounded at +9.24% per year against +27.95% for QQQ; over five years the annualized figures are +3.12% and +15.36% respectively. Across the full 8-year window we track, QQQ has the edge at +21.00% annualized vs +8.63%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 20.4% compared with 16.8% for MOTG. 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 -31.8% for MOTG 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 0.72. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

MOTG charges 0.52% per year while QQQ charges 0.18%. On a $10,000 position that is $52 vs $18 annually, a gap of $34 per year that compounds over a long holding period. On income, MOTG currently yields 2.28% against 0.44% for QQQ.

Holdings Overlap

MOTG already in QQQ14.8%
QQQ already in MOTG21.8%

14.8% of MOTG's money is in holdings QQQ also owns. 21.8% of QQQ's money is in holdings MOTG also owns.

QQQ and MOTG share little of their money.

10 positions in common, counted across the 72 positions we hold weights for in MOTG and 102 in QQQ, against full books of 73 and 107.

What only one of them owns

Our book lists 87 positions for QQQ that do not appear in our book for MOTG (76.0% of the fund), and 18 for MOTG that do not appear in QQQ (25.3%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in MOTGWeight in QQQDifference
NVDANvidia Corp2.09%8.44%6.35%
MSFTMicrosoft Corp2.32%5.76%3.44%
AVGOBroadcom Inc1.87%3.16%1.29%
METAMeta Platforms Inc1.79%2.78%0.99%
DDOGDatadog Inc1.66%0.41%1.25%
ABNBAirbnb Inc1.28%0.28%1.00%
MDLZMondelez International Inc Com A Npv0.95%0.35%0.60%
NXPINxp Semiconductors Nv Sedol B505Pn71.00%0.26%0.74%
GEHCGe Healthcare Technologies Inc1.04%0.14%0.90%
FER:ASFerrovial Se0.83%0.21%0.62%

21.8% of QQQ is already inside MOTG.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

MOTGQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, MOTG or QQQ?

MOTG has an expense ratio of 0.52% while QQQ charges 0.18%. QQQ is the cheaper option, by $34 a year on a $10,000 investment.

Which performed better, MOTG or QQQ?

Over the past year MOTG returned -12.89% vs +24.78% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (8 years), MOTG annualized +8.63% vs +21.00% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, MOTG or QQQ?

QQQ has been the more volatile fund at 20.4% annualized versus 16.8% for MOTG. Worst drawdown: MOTG -31.8% vs QQQ -35.1%.

Should I hold both MOTG and QQQ?

MOTG and QQQ have a monthly-return correlation of 0.72, 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 MOTG and QQQ?

21.8% of QQQ's money is in holdings MOTG also owns. 21.8% of QQQ's is in holdings MOTG also owns. They hold 10 positions in common, counted across the 72 positions we hold weights for in MOTG and 102 in QQQ.

Which pays a higher dividend, MOTG or QQQ?

MOTG yields 2.28% while QQQ yields 0.44%, so MOTG currently pays the higher dividend yield.

Is QQQ better than MOTG?

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. MOTG is less concentrated, with 21.6% of the fund in its ten largest positions against 46.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.