QPX vs QQQ

QPX vs QQQ

Which is better, QPX or QQQ?

Nearly the same fund. QQQ costs less.

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.97.

Lower Fees: QQQHigher Returns: QQQ

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

MetricQPXQQQ
Expense Ratio1.74%0.18%Best
AUM$32M$483.5B
Dividend Yield0.00%0.44%
Holdings8107
YTD Return+8.33%+17.11%Best
1Y Return+17.66%+23.99%Best
3Y Return (annualized)+19.22%+24.62%Best
5Y Return (annualized)+10.39%+14.23%Best
Volatility (annualized)17.3%Best19.9%
Max Drawdown-34.7%Best-35.1%
$10,000 over 5 years$16,393$19,449Best
Top 10 Weight-46.5%
Fund FamilyAdvisor SharesInvesco (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionDec 28, 2020Mar 10, 1999

Volatility and max drawdown are measured over the window both funds cover: Dec 29, 2020 to Sep 9, 2026 (5.7 years).

QPX 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 5.7 years both funds cover.

QPX vs QQQ Performance

Advisorshares Q Dynamic Growth ETF (QPX) is an ETF from Advisor Shares and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year QPX returned +17.66% while QQQ returned +23.99%. Year to date, QPX is up 8.33% versus a gain of 17.11% for QQQ.

Over three years, QPX compounded at +19.22% per year against +24.62% for QQQ; over five years the annualized figures are +10.39% and +14.23% respectively. Across the full 6-year window we track, QQQ has the edge at +16.31% annualized vs +12.33%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 19.9% compared with 17.3% for QPX. 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 -34.7% for QPX and -35.1% 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 0.97. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

QPX charges 1.74% per year while QQQ charges 0.18%. On a $10,000 position that is $174 vs $18 annually, a gap of $156 per year that compounds over a long holding period. On income, QPX currently yields 0.00% against 0.44% for QQQ.

Holdings Overlap

We hold position weights for 7 holdings in QPX and 102 in QQQ, totalling 100.3% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 7 positions we hold weights for in QPX and 102 in QQQ, against full books of 8 and 107.

What only one of them owns

Our book lists 95 positions for QQQ that do not appear in our book for QPX (97.0% of the fund), and 7 for QPX that do not appear in QQQ (100.3%).

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.

You are not choosing between two funds in isolation.

Whichever of QPX and QQQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

QPXQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QPX or QQQ?

QPX has an expense ratio of 1.74% while QQQ charges 0.18%. QQQ is the cheaper option, by $156 a year on a $10,000 investment.

Which performed better, QPX or QQQ?

Over the past year QPX returned +17.66% vs +23.99% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (6 years), QPX annualized +12.33% vs +16.31% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QPX or QQQ?

QQQ has been the more volatile fund at 19.9% annualized versus 17.3% for QPX. Worst drawdown: QPX -34.7% vs QQQ -35.1%.

Should I hold both QPX and QQQ?

QPX and QQQ have a monthly-return correlation of 0.97, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

Which pays a higher dividend, QPX or QQQ?

QPX yields 0.00% while QQQ yields 0.44%, so QQQ currently pays the higher dividend yield.

Is QQQ better than QPX?

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.97. Which one suits a particular account depends on what it is for. This is information, not a recommendation.