PEVC vs QQQ

PEVC vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. PEVC offers more diversification with 215 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: PEVC

Side-by-Side Comparison

MetricPEVCQQQWinner
Expense Ratio0.85%0.18%
AUM$3M$496.3B
Dividend Yield4.29%0.44%
Holdings215108
YTD Return+11.47%+16.23%
1Y Return+19.57%+26.23%
3Y Return (annualized)-+25.75%
5Y Return (annualized)-+14.78%
Volatility (annualized)19.8%30.6%
Max Drawdown-28.9%-83.0%
Fund FamilyPacer ETFsInvesco (US)
CategoryEquityEquity
InceptionFeb 3, 2025Mar 10, 1999

PEVC vs QQQ Performance

Pacer PE/VC ETF (PEVC) is a ETF from Pacer ETFs and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year PEVC returned +19.57% while QQQ returned +26.23%. Year to date, PEVC is up 11.47% versus a gain of 16.23% for QQQ.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 19.8% for PEVC. 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 -28.9% for PEVC 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 0.88. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

PEVC 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, PEVC currently yields 4.29% against 0.44% for QQQ.

Holdings Overlap

48.8%overlap

PEVC and QQQ share 66 holdings out of 248 unique holdings combined, representing a 48.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in PEVCWeight in QQQDifference
NVDA3.93%8.44%4.51%
AAPL4.64%7.27%2.63%
MSFT4.31%5.76%1.45%
AMZNProProPro
AVGOProProPro
GOOGLProProPro
MUProProPro
METAProProPro
AMDProProPro
TSLAProProPro
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Frequently Asked Questions

Which is cheaper, PEVC or QQQ?

PEVC 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, PEVC or QQQ?

Over the past year PEVC returned +19.57% vs +26.23% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), PEVC annualized +19.53% vs +13.02% for QQQ. Past performance does not guarantee future results.

Which is riskier, PEVC or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 19.8% for PEVC. Worst drawdown: PEVC -28.9% vs QQQ -83.0%.

Should I hold both PEVC and QQQ?

PEVC and QQQ have a monthly-return correlation of 0.88, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between PEVC and QQQ?

PEVC and QQQ share 66 common holdings with a 48.8% weight overlap. Combined, they hold 248 unique securities.

Which pays a higher dividend, PEVC or QQQ?

PEVC yields 4.29% while QQQ yields 0.44%, so PEVC currently pays the higher dividend yield.

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