QQHG vs VYM

QQHG vs VYM

Which is better, QQHG or VYM?

Large Cap Blend against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 49.6%.

Lower Fees: VYMHigher Returns: VYMLess 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

MetricQQHGVYM
Expense Ratio0.45%0.04%Best
AUM$13M$81.6B
Dividend Yield0.26%2.22%
Holdings248613
YTD Return+9.85%+13.08%Best
1Y Return+13.30%+17.46%Best
3Y Return (annualized)-+17.73%
5Y Return (annualized)-+12.22%
Volatility (annualized)10.7%8.9%Best
Max Drawdown-6.2%Best-6.7%
$10,000 over 1.4 years$13,366$13,450Best
Top 10 Weight49.6%26.1%Best
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionMay 7, 2025Nov 10, 2006

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 14, 2026 (1.4 years).

QQHG 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 1.4 years both funds cover.

QQHG vs VYM Performance

Invesco QQQ Hedged Advantage ETF (QQHG) is an ETF from Invesco (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year QQHG returned +13.30% while VYM returned +17.46%. Year to date, QQHG is up 9.85% versus a gain of 13.08% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQHG has been the more volatile fund, with annualized monthly volatility of 10.7% compared with 8.9% 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 -6.2% for QQHG and -6.7% 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 0.43. They move together some of the time, and apart the rest.

Fees and Cost Over Time

QQHG charges 0.45% per year while VYM charges 0.04%. On a $10,000 position that is $45 vs $4 annually, a gap of $41 per year that compounds over a long holding period. On income, QQHG currently yields 0.26% against 2.22% for VYM.

Holdings Overlap

QQHG already in VYM16.3%
VYM already in QQHG42.1%

16.3% of QQHG's money is in holdings VYM also owns. 42.1% of VYM's money is in holdings QQHG also owns.

The two portfolios partly overlap.

65 positions in common, counted across the 221 positions we hold weights for in QQHG and 557 in VYM, against full books of 248 and 613.

What only one of them owns

Our book lists 464 positions for VYM that do not appear in our book for QQHG (55.0% of the fund), and 152 for QQHG that do not appear in VYM (79.4%).

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 VYMDifference
AVGOBroadcom Inc2.92%7.35%4.43%
XOMExxon Mobil Corp.0.39%2.63%2.24%
JNJJohnson & Johnson - Common0.38%2.51%2.13%
KOCoca Cola Co.1.16%1.38%0.22%
ABBVAbbvie Inc.0.41%1.80%1.39%
PGProcter & Gamble Company0.51%1.37%0.86%
VZVerizon Communic0.94%0.80%0.14%
CATCaterpillar, Inc.0.19%1.50%1.31%
HDHome Depot Inc/The0.34%1.34%1.00%
UNHUnitedhealth Group Incorporated0.14%1.52%1.38%

42.1% of VYM is already inside QQHG.

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

QQHGVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QQHG or VYM?

QQHG has an expense ratio of 0.45% while VYM charges 0.04%. VYM is the cheaper option, by $41 a year on a $10,000 investment.

Which performed better, QQHG or VYM?

Over the past year QQHG returned +13.30% vs +17.46% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (1 years), QQHG annualized +23.03% vs +23.58% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QQHG or VYM?

QQHG has been the more volatile fund at 10.7% annualized versus 8.9% for VYM. Worst drawdown: QQHG -6.2% vs VYM -6.7%.

Should I hold both QQHG and VYM?

QQHG and VYM have a monthly-return correlation of 0.43, 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 QQHG and VYM?

42.1% of VYM's money is in holdings QQHG also owns. 42.1% of VYM's is in holdings QQHG also owns. They hold 65 positions in common, counted across the 221 positions we hold weights for in QQHG and 557 in VYM.

Which pays a higher dividend, QQHG or VYM?

QQHG yields 0.26% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than QQHG?

VYM has a lower expense ratio. VYM led over 1Y and the full window. VYM is less concentrated, with 26.1% 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.