QQQ vs RITA
Invesco QQQ Trust, Series 1 vs ETFB Green SRI REITs ETF
Which is better, QQQ or RITA?
Large Cap Growth against All Cap Blend.
QQQ has a lower expense ratio. QQQ led over 1Y, 3Y and the full window. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 73.2%.
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
| Metric | QQQ | RITA |
|---|---|---|
| Expense Ratio | 0.18%Best | 0.50% |
| AUM | $486.1B | $7M |
| Dividend Yield | 0.44% | 2.32% |
| Holdings | 107 | 38 |
| YTD Return | +17.54%Best | +10.48% |
| 1Y Return | +25.59%Best | +12.17% |
| 3Y Return (annualized) | +24.63%Best | +6.99% |
| 5Y Return (annualized) | +14.18% | - |
| Volatility (annualized) | 21.2% | 17.9%Best |
| Max Drawdown | -35.1%Best | -35.9% |
| $10,000 over 4.7 years | $18,704Best | $9,489 |
| Top 10 Weight | 46.5%Best | 73.2% |
| Fund Family | Invesco (US) | Rita ETF |
| Category | Equity | Equity |
| Style | Large Cap Growth | All Cap Blend |
| Inception | Mar 10, 1999 | Dec 8, 2021 |
Volatility and max drawdown, and the $10,000 over 4.7 years row, are measured over the window both funds cover: Dec 9, 2021 to Sep 4, 2026 (4.7 years).
QQQ vs RITA 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 4.7 years both funds cover.
QQQ vs RITA Performance
Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and ETFB Green SRI REITs ETF (RITA) is an ETF from Rita ETF. Over the past year QQQ returned +25.59% while RITA returned +12.17%. Year to date, QQQ is up 17.54% versus a gain of 10.48% for RITA.
Over three years, QQQ compounded at +24.63% per year against +6.99% for RITA.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 21.2% compared with 17.9% for RITA. 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 -35.1% for QQQ and -35.9% for RITA. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.64. They move together some of the time, and apart the rest.
Fees and Cost Over Time
QQQ charges 0.18% per year while RITA 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 0.44% against 2.32% for RITA.
Holdings Overlap
We hold position weights for 102 holdings in QQQ and 35 in RITA, totalling 99.9% and 100.0% 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 35 in RITA, against full books of 107 and 38.
What only one of them owns
Our book lists 22 positions for RITA that do not appear in our book for QQQ (88.4% of the fund), and 96 for QQQ that do not appear in RITA (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 RITA you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, QQQ or RITA?
QQQ has an expense ratio of 0.18% while RITA charges 0.50%. QQQ is the cheaper option, by $32 a year on a $10,000 investment.
Which performed better, QQQ or RITA?
Over the past year QQQ returned +25.59% vs +12.17% for RITA, so QQQ leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, QQQ or RITA?
QQQ has been the more volatile fund at 21.2% annualized versus 17.9% for RITA. Worst drawdown: QQQ -35.1% vs RITA -35.9%.
Should I hold both QQQ and RITA?
QQQ and RITA have a monthly-return correlation of 0.64, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, QQQ or RITA?
QQQ yields 0.44% while RITA yields 2.32%, so RITA currently pays the higher dividend yield.
Is RITA better than QQQ?
QQQ has a lower expense ratio. QQQ led over 1Y, 3Y and the full window. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 73.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.