QQQ vs QQWZ

QQQ vs QQWZ
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Quick Verdict

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

Lower Fees: QQQHigher Returns: QQWZMore Diversified: QQQ

Side-by-Side Comparison

MetricQQQQQWZWinner
Expense Ratio0.18%0.49%
AUM$496.3B$41M
Dividend Yield0.44%0.59%
Holdings108105
YTD Return+15.47%+17.10%
1Y Return+24.44%+26.84%
3Y Return (annualized)+25.47%-
5Y Return (annualized)+14.22%-
Volatility (annualized)30.6%15.6%
Max Drawdown-83.0%-11.3%
Fund FamilyInvesco (US)Pacer ETFs
CategoryEquityEquity
InceptionMar 10, 1999May 6, 2025

QQQ vs QQWZ Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Pacer Cash COWZ 100-Nasdaq 100 Rotator ETF (QQWZ) is a ETF from Pacer ETFs. Over the past year QQQ returned +24.44% while QQWZ returned +26.84%. Year to date, QQQ is up 15.47% versus a gain of 17.10% for QQWZ.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 15.6% for QQWZ. 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 -11.3% for QQWZ. 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 0.65. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

QQQ charges 0.18% per year while QQWZ charges 0.49%. On a $10,000 position that is $18 vs $49 annually, a gap of $31 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 0.59% for QQWZ.

Holdings Overlap

93.8%overlap

QQQ and QQWZ share 99 holdings out of 106 unique holdings combined, representing a 93.8% weight overlap.

High overlap means holding both may not provide much additional diversification.

Top Shared Holdings

StockWeight in QQQWeight in QQWZDifference
NVDA8.44%7.64%0.80%
AAPL7.27%7.35%0.08%
MSFT5.76%4.70%1.06%
MUProProPro
AMZNProProPro
AMDProProPro
GOOGLProProPro
GOOGProProPro
AVGOProProPro
TSLAProProPro
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Frequently Asked Questions

Which is cheaper, QQQ or QQWZ?

QQQ has an expense ratio of 0.18% while QQWZ charges 0.49%. QQQ is the cheaper option. On a $10,000 investment, that is $31 per year of difference.

Which performed better, QQQ or QQWZ?

Over the past year QQQ returned +24.44% vs +26.84% for QQWZ, so QQWZ leads on 1-year performance. Over the longest common window we track (1 years), QQQ annualized +12.99% vs +36.49% for QQWZ. Past performance does not guarantee future results.

Which is riskier, QQQ or QQWZ?

QQQ has been the more volatile fund at 30.6% annualized versus 15.6% for QQWZ. Worst drawdown: QQQ -83.0% vs QQWZ -11.3%.

Should I hold both QQQ and QQWZ?

QQQ and QQWZ have a monthly-return correlation of 0.65, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and QQWZ?

QQQ and QQWZ share 99 common holdings with a 93.8% weight overlap. Combined, they hold 106 unique securities.

Which pays a higher dividend, QQQ or QQWZ?

QQQ yields 0.44% while QQWZ yields 0.59%, so QQWZ currently pays the higher dividend yield.

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