OPPG vs QQQ

OPPG vs QQQ

Which is better, OPPG or QQQ?

Large Cap Blend against Large Cap Growth.

QQQ has a lower expense ratio. QQQ led over 1Y and the full window.

Lower Fees: QQQHigher Returns: QQQ

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

MetricOPPGQQQ
Expense Ratio0.58%0.18%Best
AUM$2M$483.5B
Dividend Yield0.55%0.44%
Holdings75107
YTD Return+10.48%+17.95%Best
1Y Return+19.12%+21.77%Best
3Y Return (annualized)-+25.63%
5Y Return (annualized)-+15.24%
Volatility (annualized)13.2%Best20.4%
Max Drawdown-11.7%Best-12.0%
$10,000 over 1.2 years$12,355$13,136Best
Fund FamilyWisdomTree InvestmentsInvesco (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Growth
InceptionJul 8, 2025Mar 10, 1999

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.2 years row, are measured over the window both funds cover: Jul 8, 2025 to Sep 18, 2026 (1.2 years).

OPPG 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 1.2 years both funds cover.

OPPG vs QQQ Performance

WisdomTree GeoAlpha Opportunities Fund ETF (OPPG) is an ETF from WisdomTree Investments and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year OPPG returned +19.12% while QQQ returned +21.77%. Year to date, OPPG is up 10.48% versus a gain of 17.95% for QQQ.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 20.4% compared with 13.2% for OPPG. 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 -11.7% for OPPG and -12.0% 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 0.60. They move together some of the time, and apart the rest.

Fees and Cost Over Time

OPPG charges 0.58% per year while QQQ charges 0.18%. On a $10,000 position that is $58 vs $18 annually, a gap of $40 per year that compounds over a long holding period. On income, OPPG currently yields 0.55% against 0.44% for QQQ.

Holdings Overlap

QQQ already in OPPG4.5%

At least 4.5% of QQQ's money is in holdings OPPG also owns.

Stated as a floor: for OPPG, our book for it covers 94.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

QQQ and OPPG share little of their money.

5 positions in common, counted across the 64 positions we hold weights for in OPPG and 102 in QQQ, against full books of 75 and 107.

Top Shared Holdings

StockWeight in OPPGWeight in QQQDifference
METAMeta Platforms Inc7.19%2.78%4.41%
QCOMQualcomm Inc.1.76%0.73%1.03%
ADBEAdobe Systems1.99%0.46%1.53%
HONHoneywell International Inc.0.92%0.35%0.57%
PYPLPaypay Holdings, Inc.0.91%0.22%0.69%

You are not choosing between two funds in isolation.

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

OPPGQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, OPPG or QQQ?

OPPG has an expense ratio of 0.58% while QQQ charges 0.18%. QQQ is the cheaper option, by $40 a year on a $10,000 investment.

Which performed better, OPPG or QQQ?

Over the past year OPPG returned +19.12% vs +21.77% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (1 years), OPPG annualized +19.27% vs +25.52% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, OPPG or QQQ?

QQQ has been the more volatile fund at 20.4% annualized versus 13.2% for OPPG. Worst drawdown: OPPG -11.7% vs QQQ -12.0%.

Should I hold both OPPG and QQQ?

OPPG and QQQ have a monthly-return correlation of 0.60, 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 OPPG and QQQ?

At least 4.5% of QQQ's money is in holdings OPPG also owns. Our book for OPPG is partial, so the real figure is this or higher. They hold 5 positions in common, counted across the 64 positions we hold weights for in OPPG and 102 in QQQ.

Which pays a higher dividend, OPPG or QQQ?

OPPG yields 0.55% while QQQ yields 0.44%, so OPPG currently pays the higher dividend yield.

Is QQQ better than OPPG?

QQQ has a lower expense ratio. QQQ led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.