QQH vs VTI

QQH vs VTI

Which is better, QQH or VTI?

Allocation/Balanced against Large Cap Blend.

VTI has a lower expense ratio. QQH led over 3Y and the full window, VTI over 1Y and 5Y.

Lower Fees: VTIHigher Returns: split

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

MetricQQHVTI
Expense Ratio0.98%0.03%Best
AUM$742M$666.9B
Dividend Yield0.19%1.03%
Holdings1003,543
YTD Return+9.22%+12.57%Best
1Y Return+14.80%+17.22%Best
3Y Return (annualized)+21.31%Best+20.87%
5Y Return (annualized)+10.23%+11.86%Best
Volatility (annualized)22.6%17.2%Best
Max Drawdown-41.9%-35.0%Best
$10,000 over 5 years$16,274$17,514Best
Fund FamilyHoward Capital ManagementVanguard (US)
CategoryAllocation/BalancedEquity
StyleAllocation/BalancedLarge Cap Blend
InceptionOct 9, 2019May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Oct 10, 2019 to Sep 11, 2026 (6.9 years).

QQH vs VTI 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 6.9 years both funds cover.

QQH vs VTI Performance

HCM Defender 100 Index ETF (QQH) is an ETF from Howard Capital Management and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year QQH returned +14.80% while VTI returned +17.22%. Year to date, QQH is up 9.22% versus a gain of 12.57% for VTI.

Over three years, QQH compounded at +21.31% per year against +20.87% for VTI; over five years the annualized figures are +10.23% and +11.86% respectively. Across the full 7-year window we track, QQH has the edge at +19.17% annualized vs +15.59%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQH has been the more volatile fund, with annualized monthly volatility of 22.6% compared with 17.2% for VTI. 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 -41.9% for QQH and -35.0% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

QQH charges 0.98% per year while VTI charges 0.03%. On a $10,000 position that is $98 vs $3 annually, a gap of $95 per year that compounds over a long holding period. On income, QQH currently yields 0.19% against 1.03% for VTI.

Holdings Overlap

QQH already in VTI81.2%

At least 81.2% of QQH's money is in holdings VTI also owns.

Stated as a floor: for VTI, our book for it covers 90.6% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

Most of QQH is already inside VTI. Owning both mostly buys the same companies twice.

The two holdings books were reported 64 days apart, QQH as of Sep 2, 2026 and VTI as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

88 positions in common, counted across the 97 positions we hold weights for in QQH and 2,787 in VTI, against full books of 100 and 3,543.

Top Shared Holdings

StockWeight in QQHWeight in VTIDifference
AAPLApple, Inc10.36%5.84%4.52%
NVDANvidia Corp.8.37%6.32%2.05%
MSFTMicrosoft Corp 4.100 Feb 06 377.88%3.81%4.07%
AMZNAmazon.Com Inc4.65%3.17%1.48%
AVGOBroadcom Inc3.32%2.46%0.86%
TSLATesla Inc3.54%1.63%1.91%
GOOGLAlphabet A Usd 0.0012.09%2.88%0.79%
MUMicron Technology, Inc.2.89%1.79%1.10%
GOOGAlphabet Inc2.08%2.27%0.19%
METAMeta Platforms, Inc.3.99%0.00%3.99%

81.2% of QQH is already inside VTI.

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

QQHVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QQH or VTI?

QQH has an expense ratio of 0.98% while VTI charges 0.03%. VTI is the cheaper option, by $95 a year on a $10,000 investment.

Which performed better, QQH or VTI?

Over the past year QQH returned +14.80% vs +17.22% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (7 years), QQH annualized +19.17% vs +15.59% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QQH or VTI?

QQH has been the more volatile fund at 22.6% annualized versus 17.2% for VTI. Worst drawdown: QQH -41.9% vs VTI -35.0%.

Should I hold both QQH and VTI?

QQH and VTI have a monthly-return correlation of 0.80, 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 QQH and VTI?

At least 81.2% of QQH's money is in holdings VTI also owns. Our book for VTI is partial, so the real figure is this or higher. They hold 88 positions in common, counted across the 97 positions we hold weights for in QQH and 2,787 in VTI.

Which pays a higher dividend, QQH or VTI?

QQH yields 0.19% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.

Is VTI better than QQH?

VTI has a lower expense ratio. QQH led over 3Y and the full window, VTI over 1Y and 5Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.