PXJ vs QQQ

PXJ vs QQQ
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Quick Verdict

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

Lower Fees: QQQHigher Returns: PXJMore Diversified: QQQ

Side-by-Side Comparison

MetricPXJQQQWinner
Expense Ratio0.63%0.18%
AUM$64M$496.3B
Dividend Yield2.43%0.44%
Holdings32108
YTD Return+57.06%+16.23%
1Y Return+90.31%+26.23%
3Y Return (annualized)+19.85%+25.75%
5Y Return (annualized)+28.10%+14.78%
Volatility (annualized)37.1%30.6%
Max Drawdown-95.3%-83.0%
Fund FamilyInvesco (US)Invesco (US)
CategoryEquityEquity
InceptionOct 26, 2005Mar 10, 1999

PXJ vs QQQ Performance

Invesco Oil and Gas Services ETF (PXJ) is a ETF from Invesco (US) and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year PXJ returned +90.31% while QQQ returned +26.23%. Year to date, PXJ is up 57.06% versus a gain of 16.23% for QQQ.

Over three years, PXJ compounded at +19.85% per year against +25.75% for QQQ; over five years the annualized figures are +28.10% and +14.78% respectively. Across the full 21-year window we track, QQQ has the edge at +13.02% annualized vs -2.16%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PXJ has been the more volatile fund, with annualized monthly volatility of 37.1% 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 -95.3% for PXJ 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 0.46. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

PXJ charges 0.63% per year while QQQ charges 0.18%. On a $10,000 position that is $63 vs $18 annually, a gap of $45 per year that compounds over a long holding period. On income, PXJ currently yields 2.43% against 0.44% for QQQ.

Holdings Overlap

0.3%overlap

PXJ and QQQ share 1 holdings out of 132 unique holdings combined, representing a 0.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in PXJWeight in QQQDifference
BKR4.89%0.27%4.62%

Frequently Asked Questions

Which is cheaper, PXJ or QQQ?

PXJ has an expense ratio of 0.63% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $45 per year of difference.

Which performed better, PXJ or QQQ?

Over the past year PXJ returned +90.31% vs +26.23% for QQQ, so PXJ leads on 1-year performance. Over the longest common window we track (21 years), PXJ annualized -2.16% vs +13.02% for QQQ. Past performance does not guarantee future results.

Which is riskier, PXJ or QQQ?

PXJ has been the more volatile fund at 37.1% annualized versus 30.6% for QQQ. Worst drawdown: PXJ -95.3% vs QQQ -83.0%.

Should I hold both PXJ and QQQ?

PXJ and QQQ have a monthly-return correlation of 0.46, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between PXJ and QQQ?

PXJ and QQQ share 1 common holdings with a 0.3% weight overlap. Combined, they hold 132 unique securities.

Which pays a higher dividend, PXJ or QQQ?

PXJ yields 2.43% while QQQ yields 0.44%, so PXJ currently pays the higher dividend yield.

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