NOVM vs QQQ

NOVM 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

MetricNOVMQQQWinner
Expense Ratio0.85%0.18%
AUM$28M$496.3B
Dividend Yield0.00%0.44%
Holdings5108
YTD Return+3.70%+19.52%
1Y Return+7.02%+26.68%
3Y Return (annualized)-+26.64%
5Y Return (annualized)-+15.36%
Volatility (annualized)2.7%30.6%
Max Drawdown-3.3%-83.0%
Fund FamilyFirst Trust Portfolios (US)Invesco (US)
CategoryAlternativeEquity
InceptionNov 15, 2024Mar 10, 1999

NOVM vs QQQ Performance

FT Vest US Equity Max Buffer ETF - November (NOVM) is a ETF from First Trust Portfolios (US) and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year NOVM returned +7.02% while QQQ returned +26.68%. Year to date, NOVM is up 3.70% versus a gain of 19.52% for QQQ.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 2.7% for NOVM. 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 -3.3% for NOVM 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 0.78. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

NOVM charges 0.85% per year while QQQ charges 0.18%. On a $10,000 position that is $85 vs $18 annually, a gap of $67 per year that compounds over a long holding period. On income, NOVM currently yields 0.00% against 0.44% for QQQ.

Holdings Overlap

0.0%overlap

NOVM and QQQ share 0 holdings out of 103 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, NOVM or QQQ?

NOVM has an expense ratio of 0.85% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $67 per year of difference.

Which performed better, NOVM or QQQ?

Over the past year NOVM returned +7.02% vs +26.68% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), NOVM annualized +6.64% vs +13.14% for QQQ. Past performance does not guarantee future results.

Which is riskier, NOVM or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 2.7% for NOVM. Worst drawdown: NOVM -3.3% vs QQQ -83.0%.

Should I hold both NOVM and QQQ?

NOVM and QQQ have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between NOVM and QQQ?

NOVM and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 103 unique securities.

Which pays a higher dividend, NOVM or QQQ?

NOVM yields 0.00% while QQQ yields 0.44%, so QQQ currently pays the higher dividend yield.

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