QQQ vs RIET

Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: QQQ

Side-by-Side Comparison

MetricQQQRIETWinner
Expense Ratio0.18%0.50%
AUM$455.8B$109M
Dividend Yield0.41%10.56%
Holdings108100
YTD Return+19.68%+8.70%
1Y Return+26.75%+10.17%
3Y Return (annualized)+26.25%+7.38%
5Y Return (annualized)+15.39%-0.38%
Volatility (annualized)30.6%20.8%
Max Drawdown-83.0%-34.6%
Fund FamilyInvesco (US)Hoya Capital Real Estate, LLC
CategoryEquityEquity
InceptionMar 10, 1999Sep 21, 2021

QQQ vs RIET Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Hoya Capital High Dividend Yield ETF (RIET) is a ETF from Hoya Capital Real Estate, LLC. Over the past year QQQ returned +26.75% while RIET returned +10.17%. Year to date, QQQ is up 19.68% versus a gain of 8.70% for RIET.

Over three years, QQQ compounded at +26.25% per year against +7.38% for RIET; over five years the annualized figures are +15.39% and -0.38% respectively. Across the full 5-year window we track, QQQ has the edge at +13.15% annualized vs -0.38%. 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 20.8% for RIET. 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 -34.6% for RIET. 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 0.61. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

QQQ charges 0.18% per year while RIET charges 0.50%. On a $10,000 position that is $18 vs $50 annually, a gap of $32 per year that compounds over a long holding period. On income, QQQ currently yields 0.41% against 10.56% for RIET.

Holdings Overlap

0.0%overlap

QQQ and RIET share 0 holdings out of 199 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, QQQ or RIET?

QQQ has an expense ratio of 0.18% while RIET charges 0.50%. QQQ is the cheaper option. On a $10,000 investment, that is $32 per year of difference.

Which performed better, QQQ or RIET?

Over the past year QQQ returned +26.75% vs +10.17% for RIET, so QQQ leads on 1-year performance. Over the longest common window we track (5 years), QQQ annualized +13.15% vs -0.38% for RIET. Past performance does not guarantee future results.

Which is riskier, QQQ or RIET?

QQQ has been the more volatile fund at 30.6% annualized versus 20.8% for RIET. Worst drawdown: QQQ -83.0% vs RIET -34.6%.

Should I hold both QQQ and RIET?

QQQ and RIET have a monthly-return correlation of 0.61, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and RIET?

QQQ and RIET share 0 common holdings with a 0.0% weight overlap. Combined, they hold 199 unique securities.

Which pays a higher dividend, QQQ or RIET?

QQQ yields 0.41% while RIET yields 10.56%, so RIET currently pays the higher dividend yield.

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