PWRZ vs QQQ

PWRZ vs QQQ
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Quick Verdict

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

Lower Fees: QQQHigher Returns: PWRZMore Diversified: QQQ

Side-by-Side Comparison

MetricPWRZQQQWinner
Expense Ratio0.75%0.18%
AUM$6M$496.3B
Dividend Yield1.84%0.44%
Holdings24108
YTD Return-1.30%+15.47%
1Y Return-+24.44%
3Y Return (annualized)-+25.47%
5Y Return (annualized)-+14.22%
Volatility (annualized)-30.6%
Max Drawdown-4.1%-83.0%
Fund FamilyTrueSharesInvesco (US)
CategoryEquityEquity
InceptionDec 8, 2022Mar 10, 1999

PWRZ vs QQQ Performance

TrueShares Eagle Global Next Gen Power Infrastructure ETF (PWRZ) is a ETF from TrueShares and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Year to date, PWRZ is down 1.30% versus a gain of 15.47% for QQQ.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -4.1% for PWRZ and -83.0% for QQQ. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

PWRZ 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, PWRZ currently yields 1.84% against 0.44% for QQQ.

Holdings Overlap

0.3%overlap

PWRZ and QQQ share 1 holdings out of 125 unique holdings combined, representing a 0.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in PWRZWeight in QQQDifference
AEP10.22%0.30%9.92%

Frequently Asked Questions

Which is cheaper, PWRZ or QQQ?

PWRZ 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.

What is the holdings overlap between PWRZ and QQQ?

PWRZ and QQQ share 1 common holdings with a 0.3% weight overlap. Combined, they hold 125 unique securities.

Which pays a higher dividend, PWRZ or QQQ?

PWRZ yields 1.84% while QQQ yields 0.44%, so PWRZ currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free