PTNQ vs QQQ

PTNQ vs QQQ

Which is better, PTNQ or QQQ?

QQQ has been ahead.

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. PTNQ is less concentrated, with 46.4% of the fund in its ten largest positions against 46.5%.

Lower Fees: QQQHigher Returns: QQQLess Concentrated: PTNQ

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricPTNQQQQ
Expense Ratio0.65%0.18%Best
AUM$1.2B$483.5B
Dividend Yield0.80%0.44%
Holdings103107
YTD Return+10.08%+17.21%Best
1Y Return+14.58%+22.10%Best
3Y Return (annualized)+12.98%+25.27%Best
5Y Return (annualized)+9.69%+14.60%Best
Volatility (annualized)14.3%Best18.9%
Max Drawdown-28.1%Best-35.1%
$10,000 over 5 years$15,879$19,766Best
Top 10 Weight46.4%Best46.5%
Fund FamilyPacer ETFsInvesco (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionJun 11, 2015Mar 10, 1999

Volatility and max drawdown are measured over the window both funds cover: Jun 12, 2015 to Sep 17, 2026 (11.3 years).

PTNQ vs QQQ growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 11.3 years both funds cover.

PTNQ vs QQQ Performance

Pacer Trendpilot 100 ETF (PTNQ) is an ETF from Pacer ETFs and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year PTNQ returned +14.58% while QQQ returned +22.10%. Year to date, PTNQ is up 10.08% versus a gain of 17.21% for QQQ.

Over three years, PTNQ compounded at +12.98% per year against +25.27% for QQQ; over five years the annualized figures are +9.69% and +14.60% respectively. Across the full 11-year window we track, QQQ has the edge at +18.56% annualized vs +12.39%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 18.9% compared with 14.3% for PTNQ. 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 -28.1% for PTNQ and -35.1% for QQQ. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.86. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

PTNQ charges 0.65% per year while QQQ charges 0.18%. On a $10,000 position that is $65 vs $18 annually, a gap of $47 per year that compounds over a long holding period. On income, PTNQ currently yields 0.80% against 0.44% for QQQ.

Holdings Overlap

PTNQ already in QQQ99.5%
QQQ already in PTNQ99.4%

99.5% of PTNQ's money is in holdings QQQ also owns. 99.4% of QQQ's money is in holdings PTNQ also owns.

Most of PTNQ is already inside QQQ. Owning both mostly buys the same companies twice.

100 positions in common, counted across the 102 positions we hold weights for in PTNQ and 102 in QQQ, against full books of 103 and 107.

What only one of them owns

Our book lists 1 positions for QQQ that do not appear in our book for PTNQ (0.2% of the fund), and 1 for PTNQ that do not appear in QQQ (0.2%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in PTNQWeight in QQQDifference
NVDANvidia Corp8.53%8.44%0.09%
AAPLApple, Inc7.43%7.27%0.16%
MSFTMicrosoft Corp6.01%5.76%0.25%
MUMicron Technology, Inc.4.76%4.43%0.33%
AMZNAmazon.Com Inc4.46%4.67%0.21%
AMDAdvanced Micro Devices Inc3.38%3.45%0.07%
GOOGLAlphabet Inc,class A3.15%3.36%0.21%
GOOGAlphabet Inc2.92%3.13%0.21%
AVGOBroadcom Inc2.80%3.16%0.36%
TSLATesla Inc2.93%2.56%0.37%

99.5% of PTNQ is already inside QQQ.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

PTNQQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PTNQ or QQQ?

PTNQ has an expense ratio of 0.65% while QQQ charges 0.18%. QQQ is the cheaper option, by $47 a year on a $10,000 investment.

Which performed better, PTNQ or QQQ?

Over the past year PTNQ returned +14.58% vs +22.10% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (11 years), PTNQ annualized +12.39% vs +18.56% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, PTNQ or QQQ?

QQQ has been the more volatile fund at 18.9% annualized versus 14.3% for PTNQ. Worst drawdown: PTNQ -28.1% vs QQQ -35.1%.

Should I hold both PTNQ and QQQ?

PTNQ and QQQ have a monthly-return correlation of 0.86, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between PTNQ and QQQ?

99.5% of PTNQ's money is in holdings QQQ also owns. 99.4% of QQQ's is in holdings PTNQ also owns. They hold 100 positions in common, counted across the 102 positions we hold weights for in PTNQ and 102 in QQQ.

Which pays a higher dividend, PTNQ or QQQ?

PTNQ yields 0.80% while QQQ yields 0.44%, so PTNQ currently pays the higher dividend yield.

Is QQQ better than PTNQ?

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. PTNQ is less concentrated, with 46.4% of the fund in its ten largest positions against 46.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.