NOBL vs QQQ

NOBL vs QQQ

Which is better, NOBL or QQQ?

Large Cap Value against Large Cap Growth.

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. NOBL is less concentrated, with 16.1% of the fund in its ten largest positions against 46.5%.

Lower Fees: QQQHigher Returns: QQQLess Concentrated: NOBL

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

MetricNOBLQQQ
Expense Ratio0.35%0.18%Best
AUM$11.9B$483.5B
Dividend Yield2.04%0.44%
Holdings69107
YTD Return+8.18%+16.87%Best
1Y Return+8.82%+22.98%Best
3Y Return (annualized)+8.70%+24.98%Best
5Y Return (annualized)+6.04%+14.39%Best
Volatility (annualized)14.1%Best18.0%
Max Drawdown-35.4%-35.1%Best
$10,000 over 5 years$13,408$19,586Best
Top 10 Weight16.1%Best46.5%
Fund FamilyProSharesInvesco (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Growth
InceptionOct 9, 2013Mar 10, 1999

Volatility and max drawdown are measured over the window both funds cover: Oct 10, 2013 to Sep 11, 2026 (12.9 years).

NOBL 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 12.9 years both funds cover.

NOBL vs QQQ Performance

ProShares S&P 500 Dividend Aristocrats ETF (NOBL) is an ETF from ProShares and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year NOBL returned +8.82% while QQQ returned +22.98%. Year to date, NOBL is up 8.18% versus a gain of 16.87% for QQQ.

Over three years, NOBL compounded at +8.70% per year against +24.98% for QQQ; over five years the annualized figures are +6.04% and +14.39% respectively. Across the full 13-year window we track, QQQ has the edge at +18.93% annualized vs +9.09%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 18.0% compared with 14.1% for NOBL. 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 -35.4% for NOBL 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 0.66. They move together some of the time, and apart the rest.

Fees and Cost Over Time

NOBL charges 0.35% per year while QQQ charges 0.18%. On a $10,000 position that is $35 vs $18 annually, a gap of $17 per year that compounds over a long holding period. On income, NOBL currently yields 2.04% against 0.44% for QQQ.

Holdings Overlap

NOBL already in QQQ10.3%
QQQ already in NOBL5.5%

10.3% of NOBL's money is in holdings QQQ also owns. 5.5% of QQQ's money is in holdings NOBL also owns.

NOBL and QQQ share little of their money.

7 positions in common, counted across the 69 positions we hold weights for in NOBL and 102 in QQQ, against full books of 69 and 107.

What only one of them owns

Our book lists 88 positions for QQQ that do not appear in our book for NOBL (91.6% of the fund), and 61 for NOBL that do not appear in QQQ (88.0%).

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 NOBLWeight in QQQDifference
WMTWalmart, Inc.1.44%2.41%0.97%
LINLinde Plc Ordinary Shares1.35%1.00%0.35%
PEPPepsico Inc.1.43%0.83%0.60%
ADPAutomatic Data Processing, Inc.1.55%0.47%1.08%
ROPRoper Technologies Inc.1.64%0.17%1.47%
FASTFastenal Co.1.54%0.25%1.29%
CTASCintas Corp.1.40%0.35%1.05%

You are not choosing between two funds in isolation.

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

NOBLQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, NOBL or QQQ?

NOBL has an expense ratio of 0.35% while QQQ charges 0.18%. QQQ is the cheaper option, by $17 a year on a $10,000 investment.

Which performed better, NOBL or QQQ?

Over the past year NOBL returned +8.82% vs +22.98% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (13 years), NOBL annualized +9.09% vs +18.93% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, NOBL or QQQ?

QQQ has been the more volatile fund at 18.0% annualized versus 14.1% for NOBL. Worst drawdown: NOBL -35.4% vs QQQ -35.1%.

Should I hold both NOBL and QQQ?

NOBL and QQQ have a monthly-return correlation of 0.66, 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 NOBL and QQQ?

10.3% of NOBL's money is in holdings QQQ also owns. 5.5% of QQQ's is in holdings NOBL also owns. They hold 7 positions in common, counted across the 69 positions we hold weights for in NOBL and 102 in QQQ.

Which pays a higher dividend, NOBL or QQQ?

NOBL yields 2.04% while QQQ yields 0.44%, so NOBL currently pays the higher dividend yield.

Is QQQ better than NOBL?

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. NOBL is less concentrated, with 16.1% 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.