NFRX vs QQQ

NFRX 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

MetricNFRXQQQWinner
Expense Ratio0.80%0.18%
AUM$115M$496.3B
Dividend Yield-0.44%
Holdings43108
YTD Return+6.25%+16.64%
1Y Return-+27.27%
3Y Return (annualized)-+25.96%
5Y Return (annualized)-+14.54%
Volatility (annualized)-30.6%
Max Drawdown-7.3%-83.0%
Fund FamilyHarrison Street Private Wealth LLCInvesco (US)
CategoryEquityEquity
InceptionJan 29, 2026Mar 10, 1999

NFRX vs QQQ Performance

Harrison Street Infrastructure Active ETF (NFRX) is a ETF from Harrison Street Private Wealth LLC and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Year to date, NFRX is up 6.25% versus a gain of 16.64% for QQQ.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -7.3% for NFRX 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

NFRX charges 0.80% per year while QQQ charges 0.18%. On a $10,000 position that is $80 vs $18 annually, a gap of $62 per year that compounds over a long holding period.

Holdings Overlap

1.1%overlap

NFRX and QQQ share 4 holdings out of 132 unique holdings combined, representing a 1.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in NFRXWeight in QQQDifference
XEL4.00%0.21%3.79%
CSX3.38%0.42%2.96%
AEP3.10%0.30%2.80%
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Frequently Asked Questions

Which is cheaper, NFRX or QQQ?

NFRX has an expense ratio of 0.80% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $62 per year of difference.

What is the holdings overlap between NFRX and QQQ?

NFRX and QQQ share 4 common holdings with a 1.1% weight overlap. Combined, they hold 132 unique securities.

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