NETL vs QQQ

NETL 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

MetricNETLQQQWinner
Expense Ratio0.60%0.18%
AUM$55M$496.3B
Dividend Yield4.61%0.44%
Holdings24108
YTD Return+14.63%+16.64%
1Y Return+13.21%+27.27%
3Y Return (annualized)+9.95%+25.96%
5Y Return (annualized)+1.53%+14.54%
Volatility (annualized)21.3%30.6%
Max Drawdown-51.5%-83.0%
Fund FamilyNet Lease ETFInvesco (US)
CategoryEquityEquity
InceptionMar 21, 2019Mar 10, 1999

NETL vs QQQ Performance

Colterpoint Net Lease Real Estate ETF (NETL) is a ETF from Net Lease ETF and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year NETL returned +13.21% while QQQ returned +27.27%. Year to date, NETL is up 14.63% versus a gain of 16.64% for QQQ.

Over three years, NETL compounded at +9.95% per year against +25.96% for QQQ; over five years the annualized figures are +1.53% and +14.54% respectively. Across the full 7-year window we track, QQQ has the edge at +13.03% annualized vs +4.69%. 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 21.3% for NETL. 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 -51.5% for NETL 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 0.56. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

NETL 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, NETL currently yields 4.61% against 0.44% for QQQ.

Holdings Overlap

0.0%overlap

NETL and QQQ share 0 holdings out of 125 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, NETL or QQQ?

NETL has an expense ratio of 0.60% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $42 per year of difference.

Which performed better, NETL or QQQ?

Over the past year NETL returned +13.21% vs +27.27% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (7 years), NETL annualized +4.69% vs +13.03% for QQQ. Past performance does not guarantee future results.

Which is riskier, NETL or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 21.3% for NETL. Worst drawdown: NETL -51.5% vs QQQ -83.0%.

Should I hold both NETL and QQQ?

NETL and QQQ have a monthly-return correlation of 0.56, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between NETL and QQQ?

NETL and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 125 unique securities.

Which pays a higher dividend, NETL or QQQ?

NETL yields 4.61% while QQQ yields 0.44%, so NETL currently pays the higher dividend yield.

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