NRSH vs QQQ

NRSH vs QQQ

Which is better, NRSH or QQQ?

Large Cap Blend against Large Cap Growth.

QQQ has a lower expense ratio. NRSH led over 1Y, QQQ over the full window. NRSH is less concentrated, with 43.2% of the fund in its ten largest positions against 46.5%.

Lower Fees: QQQHigher Returns: splitLess Concentrated: NRSH

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

MetricNRSHQQQ
Expense Ratio0.76%0.18%Best
AUM$32M$483.5B
Dividend Yield0.31%0.44%
Holdings33107
YTD Return+28.85%Best+21.16%
1Y Return+33.25%Best+24.78%
3Y Return (annualized)-+27.95%
5Y Return (annualized)-+15.36%
Volatility (annualized)22.9%16.8%Best
Max Drawdown-24.0%-22.8%Best
$10,000 over 2.8 years$15,141$19,288Best
Top 10 Weight43.2%Best46.5%
Fund FamilyAztlan Equity Management, LLCInvesco (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Growth
InceptionNov 29, 2023Mar 10, 1999

Volatility and max drawdown, and the $10,000 over 2.8 years row, are measured over the window both funds cover: Nov 30, 2023 to Sep 24, 2026 (2.8 years).

NRSH 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 2.8 years both funds cover.

NRSH vs QQQ Performance

Aztlan North America Nearshoring Stock Selection ETF (NRSH) is an ETF from Aztlan Equity Management, LLC and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year NRSH returned +33.25% while QQQ returned +24.78%. Year to date, NRSH is up 28.85% versus a gain of 21.16% for QQQ.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

NRSH has been the more volatile fund, with annualized monthly volatility of 22.9% compared with 16.8% for QQQ. 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 -24.0% for NRSH and -22.8% 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 0.74. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

NRSH charges 0.76% per year while QQQ charges 0.18%. On a $10,000 position that is $76 vs $18 annually, a gap of $58 per year that compounds over a long holding period. On income, NRSH currently yields 0.31% against 0.44% for QQQ.

Holdings Overlap

NRSH already in QQQ31.9%
QQQ already in NRSH22.8%

31.9% of NRSH's money is in holdings QQQ also owns. 22.8% of QQQ's money is in holdings NRSH also owns.

The two portfolios partly overlap.

8 positions in common, counted across the 31 positions we hold weights for in NRSH and 102 in QQQ, against full books of 33 and 107.

What only one of them owns

Our book lists 88 positions for QQQ that do not appear in our book for NRSH (74.8% of the fund), and 18 for NRSH that do not appear in QQQ (51.4%).

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 NRSHWeight in QQQDifference
NVDANvidia Corp3.88%8.44%4.56%
MUMicron Technology, Inc.3.52%4.43%0.91%
PLTRPalantir Technologies Inc5.25%1.60%3.65%
AVGOBroadcom Inc3.49%3.16%0.33%
CRWDCrowdstrike Holdings Inc4.88%0.94%3.94%
CSCOCisco Systems Inc. - Ordinary Shares3.29%2.10%1.19%
INTUIntuit, Inc.4.68%0.39%4.29%
LRCXLrcx Uw Equity2.96%1.69%1.27%

31.9% of NRSH is already inside QQQ.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

NRSHQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, NRSH or QQQ?

NRSH has an expense ratio of 0.76% while QQQ charges 0.18%. QQQ is the cheaper option, by $58 a year on a $10,000 investment.

Which performed better, NRSH or QQQ?

Over the past year NRSH returned +33.25% vs +24.78% for QQQ, so NRSH leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, NRSH or QQQ?

NRSH has been the more volatile fund at 22.9% annualized versus 16.8% for QQQ. Worst drawdown: NRSH -24.0% vs QQQ -22.8%.

Should I hold both NRSH and QQQ?

NRSH and QQQ have a monthly-return correlation of 0.74, 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 NRSH and QQQ?

31.9% of NRSH's money is in holdings QQQ also owns. 22.8% of QQQ's is in holdings NRSH also owns. They hold 8 positions in common, counted across the 31 positions we hold weights for in NRSH and 102 in QQQ.

Which pays a higher dividend, NRSH or QQQ?

NRSH yields 0.31% while QQQ yields 0.44%, so QQQ currently pays the higher dividend yield.

Is QQQ better than NRSH?

QQQ has a lower expense ratio. NRSH led over 1Y, QQQ over the full window. NRSH is less concentrated, with 43.2% 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.