QQQ vs QTOC

QQQ vs QTOC
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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

MetricQQQQTOCWinner
Expense Ratio0.18%0.79%
AUM$496.3B$18M
Dividend Yield0.44%0.00%
Holdings1085
YTD Return+16.64%+13.83%
1Y Return+27.27%+18.39%
3Y Return (annualized)+25.96%+19.26%
5Y Return (annualized)+14.54%+9.86%
Volatility (annualized)30.6%16.6%
Max Drawdown-83.0%-33.4%
Fund FamilyInvesco (US)Innovator ETFs Trust
CategoryEquityAlternative
InceptionMar 10, 1999Oct 1, 2021

QQQ vs QTOC Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Innovator Growth Accelerated Plus ETF - October (QTOC) is a ETF from Innovator ETFs Trust. Over the past year QQQ returned +27.27% while QTOC returned +18.39%. Year to date, QQQ is up 16.64% versus a gain of 13.83% for QTOC.

Over three years, QQQ compounded at +25.96% per year against +19.26% for QTOC; over five years the annualized figures are +14.54% and +9.86% respectively. Across the full 5-year window we track, QQQ has the edge at +13.03% annualized vs +9.86%. 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 16.6% for QTOC. 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 -33.4% for QTOC. 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 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

QQQ charges 0.18% per year while QTOC charges 0.79%. On a $10,000 position that is $18 vs $79 annually, a gap of $61 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 0.00% for QTOC.

Frequently Asked Questions

Which is cheaper, QQQ or QTOC?

QQQ has an expense ratio of 0.18% while QTOC charges 0.79%. QQQ is the cheaper option. On a $10,000 investment, that is $61 per year of difference.

Which performed better, QQQ or QTOC?

Over the past year QQQ returned +27.27% vs +18.39% for QTOC, so QQQ leads on 1-year performance. Over the longest common window we track (5 years), QQQ annualized +13.03% vs +9.86% for QTOC. Past performance does not guarantee future results.

Which is riskier, QQQ or QTOC?

QQQ has been the more volatile fund at 30.6% annualized versus 16.6% for QTOC. Worst drawdown: QQQ -83.0% vs QTOC -33.4%.

Should I hold both QQQ and QTOC?

QQQ and QTOC have a monthly-return correlation of 0.91, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

Which pays a higher dividend, QQQ or QTOC?

QQQ yields 0.44% while QTOC yields 0.00%, so QQQ currently pays the higher dividend yield.

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