QQLV vs QQQ

QQLV vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: QQQ

Side-by-Side Comparison

MetricQQLVQQQWinner
Expense Ratio0.25%0.18%
AUM$2M$496.3B
Dividend Yield2.01%0.44%
Holdings28108
YTD Return+8.63%+16.64%
1Y Return+2.52%+27.27%
3Y Return (annualized)-+25.96%
5Y Return (annualized)-+14.54%
Volatility (annualized)9.1%30.6%
Max Drawdown-9.5%-83.0%
Fund FamilyInvesco (US)Invesco (US)
CategoryEquityEquity
InceptionDec 4, 2024Mar 10, 1999

QQLV vs QQQ Performance

Invesco QQQ Low Volatility ETF (QQLV) is a ETF from Invesco (US) and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year QQLV returned +2.52% while QQQ returned +27.27%. Year to date, QQLV is up 8.63% versus a gain of 16.64% for QQQ.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 9.1% for QQLV. 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 -9.5% for QQLV and -83.0% for QQQ. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at -0.01. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

QQLV charges 0.25% per year while QQQ charges 0.18%. On a $10,000 position that is $25 vs $18 annually, a gap of $7 per year that compounds over a long holding period. On income, QQLV currently yields 2.01% against 0.44% for QQQ.

Holdings Overlap

18.5%overlap

QQLV and QQQ share 25 holdings out of 103 unique holdings combined, representing a 18.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in QQLVWeight in QQQDifference
AAPL3.61%7.27%3.66%
MSFT2.95%5.76%2.81%
LIN5.37%1.00%4.37%
COSTProProPro
WMTProProPro
AEPProProPro
EXCProProPro
XELProProPro
CTASProProPro
PEPProProPro
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Frequently Asked Questions

Which is cheaper, QQLV or QQQ?

QQLV has an expense ratio of 0.25% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $7 per year of difference.

Which performed better, QQLV or QQQ?

Over the past year QQLV returned +2.52% vs +27.27% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), QQLV annualized +3.42% vs +13.03% for QQQ. Past performance does not guarantee future results.

Which is riskier, QQLV or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 9.1% for QQLV. Worst drawdown: QQLV -9.5% vs QQQ -83.0%.

Should I hold both QQLV and QQQ?

QQLV and QQQ have a monthly-return correlation of -0.01, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQLV and QQQ?

QQLV and QQQ share 25 common holdings with a 18.5% weight overlap. Combined, they hold 103 unique securities.

Which pays a higher dividend, QQLV or QQQ?

QQLV yields 2.01% while QQQ yields 0.44%, so QQLV currently pays the higher dividend yield.

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