QQQ vs REFA

QQQ vs REFA

Which is better, QQQ or REFA?

Large Cap Growth against Large Cap Blend.

QQQ has a lower expense ratio. REFA is less concentrated, with 25.4% of the fund in its ten largest positions against 46.5%.

Lower Fees: QQQLess Concentrated: REFA

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricQQQREFA
Expense Ratio0.18%Best0.32%
AUM$483.5B$6M
Dividend Yield0.44%0.03%
Holdings107211
YTD Return+17.21%Best+12.85%
1Y Return+22.10%-
3Y Return (annualized)+25.27%-
5Y Return (annualized)+14.60%-
Top 10 Weight46.5%25.4%Best
Fund FamilyInvesco (US)Columbia Threadneedle Investments
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionMar 10, 1999Dec 11, 2025

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

QQQ vs REFA growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

QQQ vs REFA Performance

Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and Columbia Research Enhanced International Equity ETF (REFA) is an ETF from Columbia Threadneedle Investments. Year to date, QQQ is up 17.21% versus a gain of 12.85% for REFA.

Past performance does not guarantee future results.

Fees and Cost Over Time

QQQ charges 0.18% per year while REFA charges 0.32%. On a $10,000 position that is $18 vs $32 annually, a gap of $14 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 0.03% for REFA.

Holdings Overlap

We hold position weights for 102 holdings in QQQ and 211 in REFA, totalling 99.9% and 99.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 102 positions we hold weights for in QQQ and 211 in REFA, against full books of 107 and 211.

What only one of them owns

Our book lists 2 positions for REFA that do not appear in our book for QQQ (0.5% of the fund), and 96 for QQQ that do not appear in REFA (97.5%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

You are not choosing between two funds in isolation.

Whichever of QQQ and REFA you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

QQQREFA

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QQQ or REFA?

QQQ has an expense ratio of 0.18% while REFA charges 0.32%. QQQ is the cheaper option, by $14 a year on a $10,000 investment.

Which pays a higher dividend, QQQ or REFA?

QQQ yields 0.44% while REFA yields 0.03%, so QQQ currently pays the higher dividend yield.

Is REFA better than QQQ?

QQQ has a lower expense ratio. REFA is less concentrated, with 25.4% of the fund in its ten largest positions against 46.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.