QQQ vs RAYD

Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. RAYD offers more diversification with 104 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: RAYD

Side-by-Side Comparison

MetricQQQRAYDWinner
Expense Ratio0.18%0.80%
AUM$455.8B$57M
Dividend Yield0.41%0.82%
Holdings108117
YTD Return+17.46%+21.80%
1Y Return+26.02%+19.90%
3Y Return (annualized)+25.51%+21.04%
5Y Return (annualized)+15.12%-
Volatility (annualized)30.6%14.5%
Max Drawdown-83.0%-21.0%
Fund FamilyInvesco (US)The Advisors Inner Circle Fund
CategoryEquityEquity
InceptionMar 10, 1999Dec 15, 2021

QQQ vs RAYD Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Rayliant Quantitative Developed Market Equity ETF (RAYD) is a ETF from The Advisors Inner Circle Fund. Over the past year QQQ returned +26.02% while RAYD returned +19.90%. Year to date, QQQ is up 17.46% versus a gain of 21.80% for RAYD.

Over three years, QQQ compounded at +25.51% per year against +21.04% for RAYD. Across the full 4-year window we track, QQQ has the edge at +13.08% annualized vs +12.14%. 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 14.5% for RAYD. 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 -21.0% for RAYD. 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 0.84. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

QQQ charges 0.18% per year while RAYD charges 0.80%. On a $10,000 position that is $18 vs $80 annually, a gap of $62 per year that compounds over a long holding period. On income, QQQ currently yields 0.41% against 0.82% for RAYD.

Holdings Overlap

26.0%overlap

QQQ and RAYD share 12 holdings out of 195 unique holdings combined, representing a 26.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in QQQWeight in RAYDDifference
NVDA7.88%7.42%0.46%
AAPL7.46%2.65%4.81%
MSFT4.65%5.38%0.73%
AMZNProProPro
GOOGLProProPro
LRCXProProPro
PLTRProProPro
ADBEProProPro
ORLYProProPro
MNSTProProPro
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Frequently Asked Questions

Which is cheaper, QQQ or RAYD?

QQQ has an expense ratio of 0.18% while RAYD charges 0.80%. QQQ is the cheaper option. On a $10,000 investment, that is $62 per year of difference.

Which performed better, QQQ or RAYD?

Over the past year QQQ returned +26.02% vs +19.90% for RAYD, so QQQ leads on 1-year performance. Over the longest common window we track (4 years), QQQ annualized +13.08% vs +12.14% for RAYD. Past performance does not guarantee future results.

Which is riskier, QQQ or RAYD?

QQQ has been the more volatile fund at 30.6% annualized versus 14.5% for RAYD. Worst drawdown: QQQ -83.0% vs RAYD -21.0%.

Should I hold both QQQ and RAYD?

QQQ and RAYD have a monthly-return correlation of 0.84, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and RAYD?

QQQ and RAYD share 12 common holdings with a 26.0% weight overlap. Combined, they hold 195 unique securities.

Which pays a higher dividend, QQQ or RAYD?

QQQ yields 0.41% while RAYD yields 0.82%, so RAYD currently pays the higher dividend yield.

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