QQQ vs RECI

QQQ vs RECI
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Quick Verdict

QQQ has a lower expense ratio. RECI offers more diversification with 356 holdings.

Lower Fees: QQQHigher Returns: TiedMore Diversified: RECI

Side-by-Side Comparison

MetricQQQRECIWinner
Expense Ratio0.18%0.30%
AUM$496.3B-
Dividend Yield0.44%0.00%
Holdings108356
YTD Return+16.23%+1.52%
1Y Return+26.23%-
3Y Return (annualized)+25.75%-
5Y Return (annualized)+14.78%-
Volatility (annualized)30.6%-
Max Drawdown-83.0%-1.4%
Fund FamilyInvesco (US)Columbia Threadneedle Investments
CategoryEquityEquity
InceptionMar 10, 1999Jul 14, 2026

QQQ vs RECI Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Columbia Research Enhanced Core Premium Income ETF (RECI) is a ETF from Columbia Threadneedle Investments. Year to date, QQQ is up 16.23% versus a gain of 1.52% for RECI.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -83.0% for QQQ and -1.4% for RECI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

QQQ charges 0.18% per year while RECI charges 0.30%. On a $10,000 position that is $18 vs $30 annually, a gap of $12 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 0.00% for RECI.

Holdings Overlap

28.1%overlap

QQQ and RECI share 33 holdings out of 425 unique holdings combined, representing a 28.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in QQQWeight in RECIDifference
AAPL7.27%9.96%2.69%
NVDA8.44%8.55%0.11%
META2.78%3.45%0.67%
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Frequently Asked Questions

Which is cheaper, QQQ or RECI?

QQQ has an expense ratio of 0.18% while RECI charges 0.30%. QQQ is the cheaper option. On a $10,000 investment, that is $12 per year of difference.

What is the holdings overlap between QQQ and RECI?

QQQ and RECI share 33 common holdings with a 28.1% weight overlap. Combined, they hold 425 unique securities.

Which pays a higher dividend, QQQ or RECI?

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

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