QQQ vs RIFR

QQQ vs RIFR

Which is better, QQQ or RIFR?

Large Cap Growth against Large Cap Value.

QQQ has a lower expense ratio. QQQ led over 1Y and the full window. RIFR is less concentrated, with 37.8% of the fund in its ten largest positions against 46.5%.

Lower Fees: QQQHigher Returns: QQQLess Concentrated: RIFR

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

MetricQQQRIFR
Expense Ratio0.18%Best0.59%
AUM$483.5B$44M
Dividend Yield0.44%0.88%
Holdings10769
YTD Return+16.87%Best+8.37%
1Y Return+22.98%Best+11.07%
3Y Return (annualized)+24.98%-
5Y Return (annualized)+14.39%-
Volatility (annualized)19.5%10.9%Best
Max Drawdown-12.0%-6.8%Best
$10,000 over 1.3 years$13,770Best$11,640
Top 10 Weight46.5%37.8%Best
Fund FamilyInvesco (US)Russell Investments
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Value
InceptionMar 10, 1999May 13, 2025

Volatility and max drawdown, and the $10,000 over 1.3 years row, are measured over the window both funds cover: May 14, 2025 to Sep 11, 2026 (1.3 years).

QQQ vs RIFR 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 covers the 1.3 years both funds cover.

QQQ vs RIFR Performance

Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and Russell Investments Global Infrastructure ETF (RIFR) is an ETF from Russell Investments. Over the past year QQQ returned +22.98% while RIFR returned +11.07%. Year to date, QQQ is up 16.87% versus a gain of 8.37% for RIFR.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 19.5% compared with 10.9% for RIFR. 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 -12.0% for QQQ and -6.8% for RIFR. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at -0.02. They move largely independently of each other.

Fees and Cost Over Time

QQQ charges 0.18% per year while RIFR charges 0.59%. On a $10,000 position that is $18 vs $59 annually, a gap of $41 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 0.88% for RIFR.

Holdings Overlap

QQQ already in RIFR0.2%
RIFR already in QQQ2.3%

0.2% of QQQ's money is in holdings RIFR also owns. 2.3% of RIFR's money is in holdings QQQ also owns.

RIFR and QQQ share little of their money.

1 positions in common, counted across the 102 positions we hold weights for in QQQ and 61 in RIFR, against full books of 107 and 69.

What only one of them owns

Our book lists 22 positions for RIFR that do not appear in our book for QQQ (36.6% of the fund), and 94 for QQQ that do not appear in RIFR (96.8%).

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.

Top Shared Holdings

StockWeight in QQQWeight in RIFRDifference
XELXcel Energy Inc.0.21%2.34%2.13%

You are not choosing between two funds in isolation.

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

QQQRIFR

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QQQ or RIFR?

QQQ has an expense ratio of 0.18% while RIFR charges 0.59%. QQQ is the cheaper option, by $41 a year on a $10,000 investment.

Which performed better, QQQ or RIFR?

Over the past year QQQ returned +22.98% vs +11.07% for RIFR, so QQQ leads on 1-year performance. Over the longest common window we track (1 years), QQQ annualized +27.90% vs +12.39% for RIFR. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QQQ or RIFR?

QQQ has been the more volatile fund at 19.5% annualized versus 10.9% for RIFR. Worst drawdown: QQQ -12.0% vs RIFR -6.8%.

Should I hold both QQQ and RIFR?

QQQ and RIFR have a monthly-return correlation of -0.02, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between QQQ and RIFR?

2.3% of RIFR's money is in holdings QQQ also owns. 2.3% of RIFR's is in holdings QQQ also owns. They hold 1 positions in common, counted across the 102 positions we hold weights for in QQQ and 61 in RIFR.

Which pays a higher dividend, QQQ or RIFR?

QQQ yields 0.44% while RIFR yields 0.88%, so RIFR currently pays the higher dividend yield.

Is RIFR better than QQQ?

QQQ has a lower expense ratio. QQQ led over 1Y and the full window. RIFR is less concentrated, with 37.8% 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.