QQQ vs RCGE
Invesco QQQ Trust, Series 1 vs RockCreek Global Equality ETF
Quick Verdict
QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. RCGE offers more diversification with 206 holdings.
Side-by-Side Comparison
| Metric | QQQ | RCGE | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.95% | |
| AUM | $496.3B | $102M | |
| Dividend Yield | 0.44% | 1.66% | |
| Holdings | 108 | 206 | |
| YTD Return | +16.64% | +11.76% | |
| 1Y Return | +27.27% | +16.41% | |
| 3Y Return (annualized) | +25.96% | - | |
| 5Y Return (annualized) | +14.54% | - | |
| Volatility (annualized) | 30.6% | 9.4% | |
| Max Drawdown | -83.0% | -12.4% | |
| Fund Family | Invesco (US) | RockCreek | |
| Category | Equity | Equity | |
| Inception | Mar 10, 1999 | Feb 26, 2025 |
QQQ vs RCGE Performance
Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and RockCreek Global Equality ETF (RCGE) is a ETF from RockCreek. Over the past year QQQ returned +27.27% while RCGE returned +16.41%. Year to date, QQQ is up 16.64% versus a gain of 11.76% for RCGE.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 9.4% for RCGE. 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 -12.4% for RCGE. 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 0.31. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
QQQ charges 0.18% per year while RCGE charges 0.95%. On a $10,000 position that is $18 vs $95 annually, a gap of $77 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 1.66% for RCGE.
Holdings Overlap
QQQ and RCGE share 9 holdings out of 296 unique holdings combined, representing a 3.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, QQQ or RCGE?
QQQ has an expense ratio of 0.18% while RCGE charges 0.95%. QQQ is the cheaper option. On a $10,000 investment, that is $77 per year of difference.
Which performed better, QQQ or RCGE?
Over the past year QQQ returned +27.27% vs +16.41% for RCGE, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), QQQ annualized +13.03% vs +20.37% for RCGE. Past performance does not guarantee future results.
Which is riskier, QQQ or RCGE?
QQQ has been the more volatile fund at 30.6% annualized versus 9.4% for RCGE. Worst drawdown: QQQ -83.0% vs RCGE -12.4%.
Should I hold both QQQ and RCGE?
QQQ and RCGE have a monthly-return correlation of 0.31, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between QQQ and RCGE?
QQQ and RCGE share 9 common holdings with a 3.4% weight overlap. Combined, they hold 296 unique securities.
Which pays a higher dividend, QQQ or RCGE?
QQQ yields 0.44% while RCGE yields 1.66%, so RCGE currently pays the higher dividend yield.
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