QLTY vs QQQ

QLTY vs QQQ

Which is better, QLTY or QQQ?

Large Cap Blend against Large Cap Growth.

QQQ has a lower expense ratio. QQQ led over 1Y and the full window. QLTY is less concentrated, with 44.3% of the fund in its ten largest positions against 46.5%.

Lower Fees: QQQHigher Returns: QQQLess Concentrated: QLTY

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

MetricQLTYQQQ
Expense Ratio0.50%0.18%Best
AUM$5.2B$483.5B
Dividend Yield0.70%0.44%
Holdings45107
YTD Return+10.41%+17.95%Best
1Y Return+18.33%+21.77%Best
3Y Return (annualized)-+25.63%
5Y Return (annualized)-+15.24%
Volatility (annualized)12.1%Best16.8%
Max Drawdown-17.0%Best-22.8%
$10,000 over 2.8 years$17,065$18,830Best
Top 10 Weight44.3%Best46.5%
Fund FamilyGMOInvesco (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Growth
InceptionNov 13, 2023Mar 10, 1999

Volatility and max drawdown, and the $10,000 over 2.8 years row, are measured over the window both funds cover: Nov 15, 2023 to Sep 18, 2026 (2.8 years).

QLTY 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 2.8 years both funds cover.

QLTY vs QQQ Performance

GMO US Quality ETF (QLTY) is an ETF from GMO and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year QLTY returned +18.33% while QQQ returned +21.77%. Year to date, QLTY is up 10.41% versus a gain of 17.95% for QQQ.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 16.8% compared with 12.1% for QLTY. 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 -17.0% for QLTY and -22.8% 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 0.84. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

QLTY charges 0.50% per year while QQQ charges 0.18%. On a $10,000 position that is $50 vs $18 annually, a gap of $32 per year that compounds over a long holding period. On income, QLTY currently yields 0.70% against 0.44% for QQQ.

Holdings Overlap

QLTY already in QQQ46.3%
QQQ already in QLTY41.8%

46.3% of QLTY's money is in holdings QQQ also owns. 41.8% of QQQ's money is in holdings QLTY also owns.

The two portfolios partly overlap.

14 positions in common, counted across the 44 positions we hold weights for in QLTY and 102 in QQQ, against full books of 45 and 107.

What only one of them owns

Measured across the 44 and 102 positions we hold weights for.

QQQ holds 82 positions QLTY does not, 55.7% of the fund.

Largest: MU 4.43%, AMD 3.45%, GOOG 3.13%, TSLA 2.56%, WMT 2.41%

Top Shared Holdings

StockWeight in QLTYWeight in QQQDifference
MSFTMicrosoft Corp7.70%5.76%1.94%
AAPLApple, Inc4.60%7.27%2.67%
NVDANvidia Corp2.70%8.44%5.74%
AMZNAmazon.Com Inc3.60%4.67%1.07%
GOOGLAlphabet Inc,class A4.80%3.36%1.44%
METAMeta Platforms Inc4.10%2.78%1.32%
AVGOBroadcom Inc3.60%3.16%0.44%
LRCXLam Research Corp3.90%1.69%2.21%
TXNTexas Instrument Inc3.40%1.12%2.28%
NFLXNetflix, Inc.2.50%1.37%1.13%

46.3% of QLTY 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.

QLTYQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QLTY or QQQ?

QLTY has an expense ratio of 0.50% while QQQ charges 0.18%. QQQ is the cheaper option, by $32 a year on a $10,000 investment.

Which performed better, QLTY or QQQ?

Over the past year QLTY returned +18.33% vs +21.77% for QQQ, so QQQ leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QLTY or QQQ?

QQQ has been the more volatile fund at 16.8% annualized versus 12.1% for QLTY. Worst drawdown: QLTY -17.0% vs QQQ -22.8%.

Should I hold both QLTY and QQQ?

QLTY and QQQ have a monthly-return correlation of 0.84, 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 QLTY and QQQ?

46.3% of QLTY's money is in holdings QQQ also owns. 41.8% of QQQ's is in holdings QLTY also owns. They hold 14 positions in common, counted across the 44 positions we hold weights for in QLTY and 102 in QQQ.

Which pays a higher dividend, QLTY or QQQ?

QLTY yields 0.70% while QQQ yields 0.44%, so QLTY currently pays the higher dividend yield.

Is QQQ better than QLTY?

QQQ has a lower expense ratio. QQQ led over 1Y and the full window. QLTY is less concentrated, with 44.3% 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.