NANC vs QQQ

NANC vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: QQQ

Side-by-Side Comparison

MetricNANCQQQWinner
Expense Ratio0.72%0.18%
AUM$293M$496.3B
Dividend Yield0.19%0.44%
Holdings106108
YTD Return+14.84%+19.52%
1Y Return+20.50%+26.68%
3Y Return (annualized)+23.95%+26.64%
5Y Return (annualized)-+15.36%
Volatility (annualized)14.8%30.6%
Max Drawdown-20.9%-83.0%
Fund FamilySubversive CapitalInvesco (US)
CategoryEquityEquity
InceptionFeb 7, 2023Mar 10, 1999

NANC vs QQQ Performance

Subversive Congressional Democrats Trading ETF (NANC) is a ETF from Subversive Capital and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year NANC returned +20.50% while QQQ returned +26.68%. Year to date, NANC is up 14.84% versus a gain of 19.52% for QQQ.

Over three years, NANC compounded at +23.95% per year against +26.64% for QQQ. Across the full 4-year window we track, NANC has the edge at +22.76% annualized vs +13.14%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 14.8% for NANC. 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 -20.9% for NANC and -83.0% for QQQ. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

NANC charges 0.72% per year while QQQ charges 0.18%. On a $10,000 position that is $72 vs $18 annually, a gap of $54 per year that compounds over a long holding period. On income, NANC currently yields 0.19% against 0.44% for QQQ.

Holdings Overlap

44.7%overlap

NANC and QQQ share 28 holdings out of 179 unique holdings combined, representing a 44.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in NANCWeight in QQQDifference
NVDA8.05%8.44%0.39%
AAPL4.81%7.27%2.46%
MSFT5.41%5.76%0.35%
AMZNProProPro
GOOGProProPro
MUProProPro
AMATProProPro
AMDProProPro
METAProProPro
AVGOProProPro
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Frequently Asked Questions

Which is cheaper, NANC or QQQ?

NANC has an expense ratio of 0.72% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $54 per year of difference.

Which performed better, NANC or QQQ?

Over the past year NANC returned +20.50% vs +26.68% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (4 years), NANC annualized +22.76% vs +13.14% for QQQ. Past performance does not guarantee future results.

Which is riskier, NANC or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 14.8% for NANC. Worst drawdown: NANC -20.9% vs QQQ -83.0%.

Should I hold both NANC and QQQ?

NANC and QQQ have a monthly-return correlation of 0.93, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between NANC and QQQ?

NANC and QQQ share 28 common holdings with a 44.7% weight overlap. Combined, they hold 179 unique securities.

Which pays a higher dividend, NANC or QQQ?

NANC yields 0.19% while QQQ yields 0.44%, so QQQ currently pays the higher dividend yield.

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