QGRO vs QQQ

QGRO vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QGRO offers more diversification with 188 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: QGRO

Side-by-Side Comparison

MetricQGROQQQWinner
Expense Ratio0.29%0.18%
AUM$2.0B$496.3B
Dividend Yield0.19%0.44%
Holdings188108
YTD Return+3.64%+16.64%
1Y Return+8.94%+27.27%
3Y Return (annualized)+20.64%+25.96%
5Y Return (annualized)+10.09%+14.54%
Volatility (annualized)19.4%30.6%
Max Drawdown-32.6%-83.0%
Fund FamilyAmerican Century InvestmentsInvesco (US)
CategoryEquityEquity
InceptionSep 10, 2018Mar 10, 1999

QGRO vs QQQ Performance

American Century US Quality Growth ETF (QGRO) is a ETF from American Century Investments and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year QGRO returned +8.94% while QQQ returned +27.27%. Year to date, QGRO is up 3.64% versus a gain of 16.64% for QQQ.

Over three years, QGRO compounded at +20.64% per year against +25.96% for QQQ; over five years the annualized figures are +10.09% and +14.54% respectively. Across the full 8-year window we track, QGRO has the edge at +14.83% annualized vs +13.03%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 19.4% for QGRO. 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 -32.6% for QGRO 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 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

QGRO 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, QGRO currently yields 0.19% against 0.44% for QQQ.

Holdings Overlap

32.8%overlap

QGRO and QQQ share 40 holdings out of 250 unique holdings combined, representing a 32.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in QGROWeight in QQQDifference
NVDA2.84%8.44%5.60%
AAPL3.67%7.27%3.60%
MSFT0.88%5.76%4.88%
GOOGLProProPro
AMZNProProPro
MUProProPro
LRCXProProPro
AMDProProPro
METAProProPro
TMUSProProPro
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Frequently Asked Questions

Which is cheaper, QGRO or QQQ?

QGRO 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, QGRO or QQQ?

Over the past year QGRO returned +8.94% vs +27.27% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (8 years), QGRO annualized +14.83% vs +13.03% for QQQ. Past performance does not guarantee future results.

Which is riskier, QGRO or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 19.4% for QGRO. Worst drawdown: QGRO -32.6% vs QQQ -83.0%.

Should I hold both QGRO and QQQ?

QGRO and QQQ have a monthly-return correlation of 0.90, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between QGRO and QQQ?

QGRO and QQQ share 40 common holdings with a 32.8% weight overlap. Combined, they hold 250 unique securities.

Which pays a higher dividend, QGRO or QQQ?

QGRO yields 0.19% while QQQ yields 0.44%, so QQQ currently pays the higher dividend yield.

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