QQQ vs QQQS

QQQ vs QQQS
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Quick Verdict

QQQ has a lower expense ratio. QQQS delivered stronger 1-year returns. QQQS offers more diversification with 205 holdings.

Lower Fees: QQQHigher Returns: QQQSMore Diversified: QQQS

Side-by-Side Comparison

MetricQQQQQQSWinner
Expense Ratio0.18%0.20%
AUM$496.3B$23M
Dividend Yield0.44%2.65%
Holdings108205
YTD Return+16.23%+30.34%
1Y Return+26.23%+59.48%
3Y Return (annualized)+25.75%+21.85%
5Y Return (annualized)+14.78%-
Volatility (annualized)30.6%27.0%
Max Drawdown-83.0%-38.1%
Fund FamilyInvesco (US)Invesco (US)
CategoryEquityEquity
InceptionMar 10, 1999Oct 13, 2022

QQQ vs QQQS Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Invesco NASDAQ Future Gen 200 ETF (QQQS) is a ETF from Invesco (US). Over the past year QQQ returned +26.23% while QQQS returned +59.48%. Year to date, QQQ is up 16.23% versus a gain of 30.34% for QQQS.

Over three years, QQQ compounded at +25.75% per year against +21.85% for QQQS. Across the full 4-year window we track, QQQS has the edge at +17.44% annualized vs +13.02%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 27.0% for QQQS. 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 -83.0% for QQQ and -38.1% for QQQS. 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 0.70. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

QQQ charges 0.18% per year while QQQS charges 0.20%. On a $10,000 position that is $18 vs $20 annually, a gap of $2 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 2.65% for QQQS.

Holdings Overlap

0.0%overlap

QQQ and QQQS share 0 holdings out of 304 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, QQQ or QQQS?

QQQ has an expense ratio of 0.18% while QQQS charges 0.20%. QQQ is the cheaper option. On a $10,000 investment, that is $2 per year of difference.

Which performed better, QQQ or QQQS?

Over the past year QQQ returned +26.23% vs +59.48% for QQQS, so QQQS leads on 1-year performance. Over the longest common window we track (4 years), QQQ annualized +13.02% vs +17.44% for QQQS. Past performance does not guarantee future results.

Which is riskier, QQQ or QQQS?

QQQ has been the more volatile fund at 30.6% annualized versus 27.0% for QQQS. Worst drawdown: QQQ -83.0% vs QQQS -38.1%.

Should I hold both QQQ and QQQS?

QQQ and QQQS have a monthly-return correlation of 0.70, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and QQQS?

QQQ and QQQS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 304 unique securities.

Which pays a higher dividend, QQQ or QQQS?

QQQ yields 0.44% while QQQS yields 2.65%, so QQQS currently pays the higher dividend yield.

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