QQMG vs VYM

QQMG vs VYM

Which is better, QQMG or VYM?

Large Cap Growth against Large Cap Value.

VYM has a lower expense ratio. QQMG led over 1Y, 3Y, 5Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 50.1%.

Lower Fees: VYMHigher Returns: QQMGLess 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

MetricQQMGVYM
Expense Ratio0.20%0.04%Best
AUM$197M$81.6B
Dividend Yield0.36%2.22%
Holdings91613
YTD Return+16.29%Best+11.71%
1Y Return+22.00%Best+16.24%
3Y Return (annualized)+25.87%Best+17.24%
5Y Return (annualized)+15.18%Best+11.86%
Volatility (annualized)21.3%13.8%Best
Max Drawdown-35.4%-15.8%Best
$10,000 over 5 years$20,271Best$17,514
Top 10 Weight50.1%26.1%Best
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Value
InceptionOct 27, 2021Nov 10, 2006

Volatility and max drawdown are measured over the window both funds cover: Oct 28, 2021 to Sep 16, 2026 (4.9 years).

QQMG 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 4.9 years both funds cover.

QQMG vs VYM Performance

Invesco ESG NASDAQ 100 ETF (QQMG) is an ETF from Invesco (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year QQMG returned +22.00% while VYM returned +16.24%. Year to date, QQMG is up 16.29% versus a gain of 11.71% for VYM.

Over three years, QQMG compounded at +25.87% per year against +17.24% for VYM; over five years the annualized figures are +15.18% and +11.86% respectively.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQMG has been the more volatile fund, with annualized monthly volatility of 21.3% compared with 13.8% 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 -35.4% for QQMG and -15.8% 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 0.56. They move together some of the time, and apart the rest.

Fees and Cost Over Time

QQMG charges 0.20% per year while VYM charges 0.04%. On a $10,000 position that is $20 vs $4 annually, a gap of $16 per year that compounds over a long holding period. On income, QQMG currently yields 0.36% against 2.22% for VYM.

Holdings Overlap

QQMG already in VYM14.4%
VYM already in QQMG17.4%

14.4% of QQMG's money is in holdings VYM also owns. 17.4% of VYM's money is in holdings QQMG also owns.

VYM and QQMG share little of their money.

21 positions in common, counted across the 89 positions we hold weights for in QQMG and 557 in VYM, against full books of 91 and 613.

What only one of them owns

Our book lists 507 positions for VYM that do not appear in our book for QQMG (79.7% of the fund), and 61 for QQMG that do not appear in VYM (78.9%).

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 QQMGWeight in VYMDifference
AVGOBroadcom Inc2.51%7.35%4.84%
CSCOCisco Systems Inc. - Ordinary Shares2.58%1.86%0.72%
LINLinde Plc Ordinary Shares1.32%0.90%0.42%
TXNTexas Instrument Inc0.86%1.02%0.16%
AMGNAmgen Inc.0.91%0.78%0.13%
PEPPepsico Inc.0.77%0.77%0.00%
QCOMQualcomm Inc.0.84%0.63%0.21%
GILDGilead Sciences0.71%0.66%0.05%
TMUST-Mobile Usa Inc Esrw Usd Npv Ref Sm#5855580.77%0.34%0.43%
ADPAutomatic Data Processing, Inc.0.58%0.43%0.15%

You are not choosing between two funds in isolation.

Whichever of QQMG and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

QQMGVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QQMG or VYM?

QQMG has an expense ratio of 0.20% while VYM charges 0.04%. VYM is the cheaper option, by $16 a year on a $10,000 investment.

Which performed better, QQMG or VYM?

Over the past year QQMG returned +22.00% vs +16.24% for VYM, so QQMG leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QQMG or VYM?

QQMG has been the more volatile fund at 21.3% annualized versus 13.8% for VYM. Worst drawdown: QQMG -35.4% vs VYM -15.8%.

Should I hold both QQMG and VYM?

QQMG and VYM have a monthly-return correlation of 0.56, 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 QQMG and VYM?

17.4% of VYM's money is in holdings QQMG also owns. 17.4% of VYM's is in holdings QQMG also owns. They hold 21 positions in common, counted across the 89 positions we hold weights for in QQMG and 557 in VYM.

Which pays a higher dividend, QQMG or VYM?

QQMG yields 0.36% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than QQMG?

VYM has a lower expense ratio. QQMG led over 1Y, 3Y, 5Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 50.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.