QNXT vs QQQ

QNXT vs QQQ

Which is better, QNXT or QQQ?

QQQ has been ahead.

QQQ has a lower expense ratio. QQQ led over 1Y and the full window. QNXT is less concentrated, with 30.0% of the fund in its ten largest positions against 46.5%.

Lower Fees: QQQHigher Returns: QQQLess Concentrated: QNXT

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

MetricQNXTQQQ
Expense Ratio0.20%0.18%Best
AUM$28M$483.5B
Dividend Yield0.65%0.44%
Holdings75107
YTD Return+10.52%+17.95%Best
1Y Return+10.54%+21.77%Best
3Y Return (annualized)-+25.63%
5Y Return (annualized)-+15.24%
Volatility (annualized)16.1%Best18.8%
Max Drawdown-22.1%Best-22.8%
$10,000 over 1.9 years$12,434$14,787Best
Top 10 Weight30.0%Best46.5%
Fund FamilyiShares by BlackRock (US)Invesco (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionOct 23, 2024Mar 10, 1999

Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Oct 24, 2024 to Sep 18, 2026 (1.9 years).

QNXT 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 1.9 years both funds cover.

QNXT vs QQQ Performance

iShares Nasdaq-100 ex Top 30 ETF (QNXT) is an ETF from iShares by BlackRock (US) and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year QNXT returned +10.54% while QQQ returned +21.77%. Year to date, QNXT is up 10.52% 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 18.8% compared with 16.1% for QNXT. 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 -22.1% for QNXT 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

QNXT charges 0.20% per year while QQQ charges 0.18%. On a $10,000 position that is $20 vs $18 annually, a gap of $2 per year that compounds over a long holding period. On income, QNXT currently yields 0.65% against 0.44% for QQQ.

Holdings Overlap

QNXT already in QQQ99.0%
QQQ already in QNXT23.7%

99.0% of QNXT's money is in holdings QQQ also owns. 23.7% of QQQ's money is in holdings QNXT also owns.

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

69 positions in common, counted across the 71 positions we hold weights for in QNXT and 102 in QQQ, against full books of 75 and 107.

What only one of them owns

Our book lists 33 positions for QQQ that do not appear in our book for QNXT (76.2% of the fund), and 1 for QNXT that do not appear in QQQ (0.1%).

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 QNXTWeight in QQQDifference
AMGNAmgen Inc.4.24%0.97%3.27%
MRVLMarvell Technology Group Ltd.3.38%0.81%2.57%
SHOP:CAShopify Inc3.29%0.77%2.52%
GILDGilead Sciences3.32%0.72%2.60%
WDCWestern Digital Corp Company Guar 11/28 32.84%0.79%2.05%
ASL:ASAsml Holding Nv Unsponsored Adr Ordinary Shares2.84%0.68%2.16%
BKNGBooking Holdings, Inc.2.82%0.70%2.12%
VRTXNvaesrtex Pharmaceuticals Inc2.53%0.54%1.99%
ISRGIntuitive Surgical Inc.2.44%0.58%1.86%
FTNTFortinet Inc2.29%0.53%1.76%

99.0% of QNXT 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.

QNXTQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QNXT or QQQ?

QNXT has an expense ratio of 0.20% while QQQ charges 0.18%. QQQ is the cheaper option, by $2 a year on a $10,000 investment.

Which performed better, QNXT or QQQ?

Over the past year QNXT returned +10.54% vs +21.77% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), QNXT annualized +12.15% vs +22.86% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QNXT or QQQ?

QQQ has been the more volatile fund at 18.8% annualized versus 16.1% for QNXT. Worst drawdown: QNXT -22.1% vs QQQ -22.8%.

Should I hold both QNXT and QQQ?

QNXT 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 QNXT and QQQ?

99.0% of QNXT's money is in holdings QQQ also owns. 23.7% of QQQ's is in holdings QNXT also owns. They hold 69 positions in common, counted across the 71 positions we hold weights for in QNXT and 102 in QQQ.

Which pays a higher dividend, QNXT or QQQ?

QNXT yields 0.65% while QQQ yields 0.44%, so QNXT currently pays the higher dividend yield.

Is QQQ better than QNXT?

QQQ has a lower expense ratio. QQQ led over 1Y and the full window. QNXT is less concentrated, with 30.0% 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.