PSCE vs QQQ

PSCE vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. PSCE delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.

Lower Fees: QQQHigher Returns: PSCEMore Diversified: QQQ

Side-by-Side Comparison

MetricPSCEQQQWinner
Expense Ratio0.29%0.18%
AUM$104M$496.3B
Dividend Yield2.26%0.44%
Holdings33108
YTD Return+44.13%+17.30%
1Y Return+63.41%+24.93%
3Y Return (annualized)+6.32%+26.19%
5Y Return (annualized)+18.62%+15.34%
Volatility (annualized)40.9%30.6%
Max Drawdown-96.3%-83.0%
Fund FamilyInvesco (US)Invesco (US)
CategoryEquityEquity
InceptionApr 7, 2010Mar 10, 1999

PSCE vs QQQ Performance

Invesco S&P SmallCap Energy ETF (PSCE) is a ETF from Invesco (US) and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year PSCE returned +63.41% while QQQ returned +24.93%. Year to date, PSCE is up 44.13% versus a gain of 17.30% for QQQ.

Over three years, PSCE compounded at +6.32% per year against +26.19% for QQQ; over five years the annualized figures are +18.62% and +15.34% respectively. Across the full 16-year window we track, QQQ has the edge at +13.06% annualized vs -3.64%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PSCE has been the more volatile fund, with annualized monthly volatility of 40.9% compared with 30.6% for QQQ. 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 -96.3% for PSCE 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 0.41. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

PSCE charges 0.29% per year while QQQ charges 0.18%. On a $10,000 position that is $29 vs $18 annually, a gap of $11 per year that compounds over a long holding period. On income, PSCE currently yields 2.26% against 0.44% for QQQ.

Holdings Overlap

0.0%overlap

PSCE and QQQ share 0 holdings out of 133 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, PSCE or QQQ?

PSCE has an expense ratio of 0.29% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $11 per year of difference.

Which performed better, PSCE or QQQ?

Over the past year PSCE returned +63.41% vs +24.93% for QQQ, so PSCE leads on 1-year performance. Over the longest common window we track (16 years), PSCE annualized -3.64% vs +13.06% for QQQ. Past performance does not guarantee future results.

Which is riskier, PSCE or QQQ?

PSCE has been the more volatile fund at 40.9% annualized versus 30.6% for QQQ. Worst drawdown: PSCE -96.3% vs QQQ -83.0%.

Should I hold both PSCE and QQQ?

PSCE and QQQ have a monthly-return correlation of 0.41, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between PSCE and QQQ?

PSCE and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 133 unique securities.

Which pays a higher dividend, PSCE or QQQ?

PSCE yields 2.26% while QQQ yields 0.44%, so PSCE currently pays the higher dividend yield.

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