POWA vs QQQ

POWA 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

MetricPOWAQQQWinner
Expense Ratio0.40%0.18%
AUM$184M$496.3B
Dividend Yield0.93%0.44%
Holdings52108
YTD Return+2.13%+16.19%
1Y Return+3.36%+25.22%
3Y Return (annualized)+11.29%+25.47%
5Y Return (annualized)+6.83%+14.34%
Volatility (annualized)13.3%30.6%
Max Drawdown-47.9%-83.0%
Fund FamilyInvesco (US)Invesco (US)
CategoryEquityEquity
InceptionDec 15, 2006Mar 10, 1999

POWA vs QQQ Performance

Invesco Bloomberg Pricing Power ETF (POWA) is a ETF from Invesco (US) and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year POWA returned +3.36% while QQQ returned +25.22%. Year to date, POWA is up 2.13% versus a gain of 16.19% for QQQ.

Over three years, POWA compounded at +11.29% per year against +25.47% for QQQ; over five years the annualized figures are +6.83% and +14.34% respectively. Across the full 20-year window we track, QQQ has the edge at +13.01% annualized vs +8.63%. 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 13.3% for POWA. 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 -47.9% for POWA 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 0.75. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

POWA charges 0.40% per year while QQQ charges 0.18%. On a $10,000 position that is $40 vs $18 annually, a gap of $22 per year that compounds over a long holding period. On income, POWA currently yields 0.93% against 0.44% for QQQ.

Holdings Overlap

8.8%overlap

POWA and QQQ share 11 holdings out of 142 unique holdings combined, representing a 8.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in POWAWeight in QQQDifference
MSFT1.72%5.76%4.04%
WMT1.72%2.41%0.69%
KLAC2.99%1.11%1.88%
COSTProProPro
PEPProProPro
FASTProProPro
ORLYProProPro
ROPProProPro
ADBEProProPro
NXPIProProPro
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Frequently Asked Questions

Which is cheaper, POWA or QQQ?

POWA has an expense ratio of 0.40% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $22 per year of difference.

Which performed better, POWA or QQQ?

Over the past year POWA returned +3.36% vs +25.22% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (20 years), POWA annualized +8.63% vs +13.01% for QQQ. Past performance does not guarantee future results.

Which is riskier, POWA or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 13.3% for POWA. Worst drawdown: POWA -47.9% vs QQQ -83.0%.

Should I hold both POWA and QQQ?

POWA and QQQ have a monthly-return correlation of 0.75, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between POWA and QQQ?

POWA and QQQ share 11 common holdings with a 8.8% weight overlap. Combined, they hold 142 unique securities.

Which pays a higher dividend, POWA or QQQ?

POWA yields 0.93% while QQQ yields 0.44%, so POWA currently pays the higher dividend yield.

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