PJFG vs QQQ

PJFG 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

MetricPJFGQQQWinner
Expense Ratio0.75%0.18%
AUM$143M$496.3B
Dividend Yield0.00%0.44%
Holdings35108
YTD Return+5.80%+16.64%
1Y Return+12.65%+27.27%
3Y Return (annualized)+22.67%+25.96%
5Y Return (annualized)-+14.54%
Volatility (annualized)18.5%30.6%
Max Drawdown-24.2%-83.0%
Fund FamilyPGIM InvestmentsInvesco (US)
CategoryEquityEquity
InceptionDec 12, 2022Mar 10, 1999

PJFG vs QQQ Performance

PGIM Jennison Focused Growth ETF (PJFG) is a ETF from PGIM Investments and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year PJFG returned +12.65% while QQQ returned +27.27%. Year to date, PJFG is up 5.80% versus a gain of 16.64% for QQQ.

Over three years, PJFG compounded at +22.67% per year against +25.96% for QQQ. Across the full 4-year window we track, PJFG has the edge at +25.81% annualized vs +13.03%. 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 18.5% for PJFG. 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 -24.2% for PJFG 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 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

PJFG charges 0.75% per year while QQQ charges 0.18%. On a $10,000 position that is $75 vs $18 annually, a gap of $57 per year that compounds over a long holding period. On income, PJFG currently yields 0.00% against 0.44% for QQQ.

Holdings Overlap

52.0%overlap

PJFG and QQQ share 24 holdings out of 115 unique holdings combined, representing a 52.0% weight overlap.

High overlap means holding both may not provide much additional diversification.

Top Shared Holdings

StockWeight in PJFGWeight in QQQDifference
NVDA10.93%8.44%2.49%
AAPL9.40%7.27%2.13%
GOOGL9.40%3.36%6.04%
MSFTProProPro
AMZNProProPro
AVGOProProPro
AMDProProPro
METAProProPro
TSLAProProPro
WMTProProPro
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Frequently Asked Questions

Which is cheaper, PJFG or QQQ?

PJFG has an expense ratio of 0.75% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $57 per year of difference.

Which performed better, PJFG or QQQ?

Over the past year PJFG returned +12.65% vs +27.27% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (4 years), PJFG annualized +25.81% vs +13.03% for QQQ. Past performance does not guarantee future results.

Which is riskier, PJFG or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 18.5% for PJFG. Worst drawdown: PJFG -24.2% vs QQQ -83.0%.

Should I hold both PJFG and QQQ?

PJFG and QQQ have a monthly-return correlation of 0.94, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between PJFG and QQQ?

PJFG and QQQ share 24 common holdings with a 52.0% weight overlap. Combined, they hold 115 unique securities.

Which pays a higher dividend, PJFG or QQQ?

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

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