OGIG vs QQQ
ALPS O'Shares Global Internet Giants ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.
Side-by-Side Comparison
| Metric | OGIG | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.48% | 0.18% | |
| AUM | $114M | $496.3B | |
| Dividend Yield | 0.08% | 0.44% | |
| Holdings | 55 | 108 | |
| YTD Return | -4.23% | +16.23% | |
| 1Y Return | -6.04% | +26.23% | |
| 3Y Return (annualized) | +17.12% | +25.75% | |
| 5Y Return (annualized) | -1.15% | +14.78% | |
| Volatility (annualized) | 25.8% | 30.6% | |
| Max Drawdown | -66.0% | -83.0% | |
| Fund Family | ALPS Advisors | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | Jun 5, 2018 | Mar 10, 1999 |
OGIG vs QQQ Performance
ALPS O'Shares Global Internet Giants ETF (OGIG) is a ETF from ALPS Advisors and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year OGIG returned -6.04% while QQQ returned +26.23%. Year to date, OGIG is down 4.23% versus a gain of 16.23% for QQQ.
Over three years, OGIG compounded at +17.12% per year against +25.75% for QQQ; over five years the annualized figures are -1.15% and +14.78% respectively. Across the full 8-year window we track, QQQ has the edge at +13.02% annualized vs +8.62%. 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 25.8% for OGIG. 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 -66.0% for OGIG 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 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
OGIG charges 0.48% per year while QQQ charges 0.18%. On a $10,000 position that is $48 vs $18 annually, a gap of $30 per year that compounds over a long holding period. On income, OGIG currently yields 0.08% against 0.44% for QQQ.
Holdings Overlap
OGIG and QQQ share 22 holdings out of 134 unique holdings combined, representing a 27.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, OGIG or QQQ?
OGIG has an expense ratio of 0.48% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $30 per year of difference.
Which performed better, OGIG or QQQ?
Over the past year OGIG returned -6.04% vs +26.23% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (8 years), OGIG annualized +8.62% vs +13.02% for QQQ. Past performance does not guarantee future results.
Which is riskier, OGIG or QQQ?
QQQ has been the more volatile fund at 30.6% annualized versus 25.8% for OGIG. Worst drawdown: OGIG -66.0% vs QQQ -83.0%.
Should I hold both OGIG and QQQ?
OGIG and QQQ have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between OGIG and QQQ?
OGIG and QQQ share 22 common holdings with a 27.5% weight overlap. Combined, they hold 134 unique securities.
Which pays a higher dividend, OGIG or QQQ?
OGIG yields 0.08% while QQQ yields 0.44%, so QQQ currently pays the higher dividend yield.
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