QQHG vs QQQ

QQHG vs QQQ

Which is better, QQHG or QQQ?

Large Cap Blend against Large Cap Growth.

QQQ has a lower expense ratio. QQQ led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.97. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 49.6%.

Lower Fees: QQQHigher Returns: QQQLess Concentrated: 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

MetricQQHGQQQ
Expense Ratio0.45%0.18%Best
AUM$13M$483.5B
Dividend Yield0.26%0.44%
Holdings248107
YTD Return+10.70%+17.21%Best
1Y Return+14.71%+22.10%Best
3Y Return (annualized)-+25.27%
5Y Return (annualized)-+14.60%
Volatility (annualized)10.6%Best19.4%
Max Drawdown-6.2%Best-12.0%
$10,000 over 1.4 years$13,450$15,083Best
Top 10 Weight49.6%46.5%Best
Fund FamilyInvesco (US)Invesco (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Growth
InceptionMay 7, 2025Mar 10, 1999

Volatility and max drawdown, and the $10,000 over 1.4 years row, are measured over the window both funds cover: May 7, 2025 to Sep 17, 2026 (1.4 years).

QQHG 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 1.4 years both funds cover.

QQHG vs QQQ Performance

Invesco QQQ Hedged Advantage ETF (QQHG) is an ETF from Invesco (US) and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year QQHG returned +14.71% while QQQ returned +22.10%. Year to date, QQHG is up 10.70% versus a gain of 17.21% 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 19.4% compared with 10.6% for QQHG. 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 -6.2% for QQHG and -12.0% 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

QQHG charges 0.45% per year while QQQ charges 0.18%. On a $10,000 position that is $45 vs $18 annually, a gap of $27 per year that compounds over a long holding period. On income, QQHG currently yields 0.26% against 0.44% for QQQ.

Holdings Overlap

QQHG already in QQQ61.3%
QQQ already in QQHG56.3%

61.3% of QQHG's money is in holdings QQQ also owns. 56.3% of QQQ's money is in holdings QQHG also owns.

The two portfolios partly overlap.

18 positions in common, counted across the 221 positions we hold weights for in QQHG and 102 in QQQ, against full books of 248 and 107.

What only one of them owns

Our book lists 78 positions for QQQ that do not appear in our book for QQHG (41.2% of the fund), and 198 for QQHG that do not appear in QQQ (34.3%).

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.

Top Shared Holdings

StockWeight in QQHGWeight in QQQDifference
NVDANvidia Corp8.53%8.44%0.09%
AAPLApple, Inc7.36%7.27%0.09%
MSFTMicrosoft Corp6.58%5.76%0.82%
MUMicron Technology, Inc.4.71%4.43%0.28%
AMZNAmazon.Com Inc4.47%4.67%0.20%
GOOGAlphabet Inc5.74%3.13%2.61%
AMDAdvanced Micro Devices Inc3.44%3.45%0.01%
AVGOBroadcom Inc2.92%3.16%0.24%
METAMeta Platforms Inc2.86%2.78%0.08%
TSLATesla Inc3.02%2.56%0.46%

61.3% of QQHG 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.

QQHGQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QQHG or QQQ?

QQHG has an expense ratio of 0.45% while QQQ charges 0.18%. QQQ is the cheaper option, by $27 a year on a $10,000 investment.

Which performed better, QQHG or QQQ?

Over the past year QQHG returned +14.71% vs +22.10% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (1 years), QQHG annualized +23.58% vs +34.12% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QQHG or QQQ?

QQQ has been the more volatile fund at 19.4% annualized versus 10.6% for QQHG. Worst drawdown: QQHG -6.2% vs QQQ -12.0%.

Should I hold both QQHG and QQQ?

QQHG 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.

What is the holdings overlap between QQHG and QQQ?

61.3% of QQHG's money is in holdings QQQ also owns. 56.3% of QQQ's is in holdings QQHG also owns. They hold 18 positions in common, counted across the 221 positions we hold weights for in QQHG and 102 in QQQ.

Which pays a higher dividend, QQHG or QQQ?

QQHG yields 0.26% while QQQ yields 0.44%, so QQQ currently pays the higher dividend yield.

Is QQQ better than QQHG?

QQQ has a lower expense ratio. QQQ led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.97. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 49.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.