QQA vs VYM

QQA vs VYM

Which is better, QQA or VYM?

Large Cap Growth against Large Cap Value.

VYM has a lower expense ratio. QQA led over 1Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 51.0%.

Lower Fees: VYMHigher Returns: QQALess Concentrated: VYM

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

MetricQQAVYM
Expense Ratio0.29%0.04%Best
AUM$850M$81.6B
Dividend Yield9.92%2.22%
Holdings122613
YTD Return+14.59%Best+11.35%
1Y Return+19.15%Best+15.34%
3Y Return (annualized)-+17.22%
5Y Return (annualized)-+12.30%
Volatility (annualized)12.6%10.3%Best
Max Drawdown-19.7%-14.5%Best
$10,000 over 2.2 years$14,568Best$13,553
Top 10 Weight51.0%26.1%Best
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Value
InceptionJul 17, 2024Nov 10, 2006

Volatility and max drawdown, and the $10,000 over 2.2 years row, are measured over the window both funds cover: Jul 17, 2024 to Sep 18, 2026 (2.2 years).

QQA vs VYM 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 2.2 years both funds cover.

QQA vs VYM Performance

Invesco QQQ Income Advantage ETF (QQA) is an ETF from Invesco (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year QQA returned +19.15% while VYM returned +15.34%. Year to date, QQA is up 14.59% versus a gain of 11.35% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQA has been the more volatile fund, with annualized monthly volatility of 12.6% compared with 10.3% for VYM. 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 -19.7% for QQA and -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.51. They move together some of the time, and apart the rest.

Fees and Cost Over Time

QQA charges 0.29% per year while VYM charges 0.04%. On a $10,000 position that is $29 vs $4 annually, a gap of $25 per year that compounds over a long holding period. On income, QQA currently yields 9.92% against 2.22% for VYM.

Holdings Overlap

QQA already in VYM13.8%
VYM already in QQA21.5%

13.8% of QQA's money is in holdings VYM also owns. 21.5% of VYM's money is in holdings QQA also owns.

VYM and QQA share little of their money.

30 positions in common, counted across the 108 positions we hold weights for in QQA and 557 in VYM, against full books of 122 and 613.

What only one of them owns

Our book lists 498 positions for VYM that do not appear in our book for QQA (75.5% of the fund), and 69 for QQA that do not appear in VYM (77.5%).

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 QQAWeight in VYMDifference
AVGOBroadcom Inc2.18%7.35%5.17%
CSCOCisco Systems Inc. - Ordinary Shares1.49%1.86%0.37%
TXNTexas Instrument Inc0.81%1.02%0.21%
LINLinde Plc Ordinary Shares0.77%0.90%0.13%
AMGNAmgen Inc.0.80%0.78%0.02%
PEPPepsico Inc.0.66%0.77%0.11%
WFCWells Fargo & Co.0.30%1.07%0.77%
ADIAnalog Devices, Inc.0.60%0.73%0.13%
GILDGilead Sciences0.62%0.66%0.04%
CCitigroup Inc.0.38%0.89%0.51%

21.5% of VYM is already inside QQA.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

QQAVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QQA or VYM?

QQA has an expense ratio of 0.29% while VYM charges 0.04%. VYM is the cheaper option, by $25 a year on a $10,000 investment.

Which performed better, QQA or VYM?

Over the past year QQA returned +19.15% vs +15.34% for VYM, so QQA leads on 1-year performance. Over the longest common window we track (2 years), QQA annualized +18.65% vs +14.82% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QQA or VYM?

QQA has been the more volatile fund at 12.6% annualized versus 10.3% for VYM. Worst drawdown: QQA -19.7% vs VYM -14.5%.

Should I hold both QQA and VYM?

QQA and VYM have a monthly-return correlation of 0.51, 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 QQA and VYM?

21.5% of VYM's money is in holdings QQA also owns. 21.5% of VYM's is in holdings QQA also owns. They hold 30 positions in common, counted across the 108 positions we hold weights for in QQA and 557 in VYM.

Which pays a higher dividend, QQA or VYM?

QQA yields 9.92% while VYM yields 2.22%, so QQA currently pays the higher dividend yield.

Is VYM better than QQA?

VYM has a lower expense ratio. QQA led over 1Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 51.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.