PQJA vs QQQ

PQJA 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

MetricPQJAQQQWinner
Expense Ratio0.50%0.18%
AUM$30M$496.3B
Dividend Yield0.00%0.44%
Holdings7108
YTD Return+9.93%+16.64%
1Y Return+18.22%+27.27%
3Y Return (annualized)-+25.96%
5Y Return (annualized)-+14.54%
Volatility (annualized)10.2%30.6%
Max Drawdown-14.7%-83.0%
Fund FamilyPGIM InvestmentsInvesco (US)
CategoryAlternativeEquity
InceptionDec 27, 2024Mar 10, 1999

PQJA vs QQQ Performance

PGIM Nasdaq-100 Buffer 12 ETF - January (PQJA) is a ETF from PGIM Investments and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year PQJA returned +18.22% while QQQ returned +27.27%. Year to date, PQJA is up 9.93% versus a gain of 16.64% for QQQ.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 10.2% for PQJA. 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 -14.7% for PQJA 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 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

PQJA charges 0.50% per year while QQQ charges 0.18%. On a $10,000 position that is $50 vs $18 annually, a gap of $32 per year that compounds over a long holding period. On income, PQJA currently yields 0.00% against 0.44% for QQQ.

Frequently Asked Questions

Which is cheaper, PQJA or QQQ?

PQJA has an expense ratio of 0.50% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $32 per year of difference.

Which performed better, PQJA or QQQ?

Over the past year PQJA returned +18.22% vs +27.27% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), PQJA annualized +16.63% vs +13.03% for QQQ. Past performance does not guarantee future results.

Which is riskier, PQJA or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 10.2% for PQJA. Worst drawdown: PQJA -14.7% vs QQQ -83.0%.

Should I hold both PQJA and QQQ?

PQJA and QQQ have a monthly-return correlation of 0.95, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

Which pays a higher dividend, PQJA or QQQ?

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

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