QQQ vs REIX
Invesco QQQ Trust, Series 1 vs NYLIM CBRE Real Estate & Infrastructure ETF
Quick Verdict
QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. REIX offers more diversification with 109 holdings.
Side-by-Side Comparison
| Metric | QQQ | REIX | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.65% | |
| AUM | $486.1B | $7M | |
| Dividend Yield | 0.44% | 2.65% | |
| Holdings | 107 | 109 | |
| YTD Return | +17.18% | -0.48% | |
| 1Y Return | +27.33% | - | |
| 3Y Return (annualized) | +24.55% | - | |
| 5Y Return (annualized) | +14.22% | - | |
| Volatility (annualized) | 30.6% | - | |
| Max Drawdown | -83.0% | -0.5% | |
| Fund Family | Invesco (US) | IndexIQ Trust | |
| Category | Equity | Equity | |
| Inception | Mar 10, 1999 | May 10, 2023 |
QQQ vs REIX Performance
Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and NYLIM CBRE Real Estate & Infrastructure ETF (REIX) is a ETF from IndexIQ Trust. Year to date, QQQ is up 17.18% versus a loss of 0.48% for REIX.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -83.0% for QQQ and -0.5% for REIX. 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 REIX charges 0.65%. On a $10,000 position that is $18 vs $65 annually, a gap of $47 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 2.65% for REIX.
Holdings Overlap
QQQ and REIX share 4 holdings out of 203 unique holdings combined, representing a 1.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, QQQ or REIX?
QQQ has an expense ratio of 0.18% while REIX charges 0.65%. QQQ is the cheaper option. On a $10,000 investment, that is $47 per year of difference.
What is the holdings overlap between QQQ and REIX?
QQQ and REIX share 4 common holdings with a 1.1% weight overlap. Combined, they hold 203 unique securities.
Which pays a higher dividend, QQQ or REIX?
QQQ yields 0.44% while REIX yields 2.65%, so REIX currently pays the higher dividend yield.
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