MVV vs QQQ

MVV vs QQQ

Which is better, MVV or QQQ?

Trading-Leveraged Equity against Large Cap Growth.

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y 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

MetricMVVQQQ
Expense Ratio0.95%0.18%Best
AUM$147M$483.5B
Dividend Yield0.69%0.44%
Holdings411107
YTD Return+15.27%Best+15.18%
1Y Return+18.10%+19.65%Best
3Y Return (annualized)+18.36%+24.60%Best
5Y Return (annualized)+5.70%+13.94%Best
Volatility (annualized)36.6%18.6%Best
Max Drawdown-86.3%-53.5%Best
$10,000 over 5 years$13,194$19,204Best
Fund FamilyProSharesInvesco (US)
CategoryAlternativeEquity
StyleTrading-Leveraged EquityLarge Cap Growth
InceptionJun 19, 2006Mar 10, 1999

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jun 21, 2006 to Sep 15, 2026 (20.2 years).

MVV 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 20.2 years both funds cover.

MVV vs QQQ Performance

ProShares Ultra MidCap400 (MVV) is an ETF from ProShares and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year MVV returned +18.10% while QQQ returned +19.65%. Year to date, MVV is up 15.27% versus a gain of 15.18% for QQQ.

Over three years, MVV compounded at +18.36% per year against +24.60% for QQQ; over five years the annualized figures are +5.70% and +13.94% respectively. Across the full 20-year window we track, QQQ has the edge at +15.61% annualized vs +10.13%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

MVV has been the more volatile fund, with annualized monthly volatility of 36.6% compared with 18.6% 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 -86.3% for MVV and -53.5% 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

MVV charges 0.95% per year while QQQ charges 0.18%. On a $10,000 position that is $95 vs $18 annually, a gap of $77 per year that compounds over a long holding period. On income, MVV currently yields 0.69% against 0.44% for QQQ.

Holdings Overlap

We hold position weights for 397 holdings in MVV and 102 in QQQ, totalling 78.6% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 397 positions we hold weights for in MVV and 102 in QQQ, against full books of 411 and 107.

You are not choosing between two funds in isolation.

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

MVVQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, MVV or QQQ?

MVV has an expense ratio of 0.95% while QQQ charges 0.18%. QQQ is the cheaper option, by $77 a year on a $10,000 investment.

Which performed better, MVV or QQQ?

Over the past year MVV returned +18.10% vs +19.65% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (20 years), MVV annualized +10.13% vs +15.61% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, MVV or QQQ?

MVV has been the more volatile fund at 36.6% annualized versus 18.6% for QQQ. Worst drawdown: MVV -86.3% vs QQQ -53.5%.

Should I hold both MVV and QQQ?

MVV 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, MVV or QQQ?

MVV yields 0.69% while QQQ yields 0.44%, so MVV currently pays the higher dividend yield.

Is QQQ better than MVV?

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.