QQQ vs RIZE
Invesco QQQ Trust, Series 1 vs Principal Inflation Protection ETF
Quick Verdict
QQQ has a lower expense ratio. QQQ offers more diversification with 108 holdings.
Side-by-Side Comparison
| Metric | QQQ | RIZE | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.19% | |
| AUM | $496.3B | $11M | |
| Dividend Yield | 0.44% | 1.25% | |
| Holdings | 108 | 24 | |
| YTD Return | +16.64% | -1.64% | |
| 1Y Return | +27.27% | - | |
| 3Y Return (annualized) | +25.96% | - | |
| 5Y Return (annualized) | +14.54% | - | |
| Volatility (annualized) | 30.6% | - | |
| Max Drawdown | -83.0% | -2.3% | |
| Fund Family | Invesco (US) | Principal Funds | |
| Category | Equity | Fixed Income | |
| Inception | Mar 10, 1999 | May 21, 2026 |
QQQ vs RIZE Performance
Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Principal Inflation Protection ETF (RIZE) is a ETF from Principal Funds. Year to date, QQQ is up 16.64% versus a loss of 1.64% for RIZE.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -83.0% for QQQ and -2.3% for RIZE. 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 RIZE charges 0.19%. On a $10,000 position that is $18 vs $19 annually, a gap of $1 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 1.25% for RIZE.
Holdings Overlap
QQQ and RIZE share 0 holdings out of 126 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 RIZE?
QQQ has an expense ratio of 0.18% while RIZE charges 0.19%. QQQ is the cheaper option. On a $10,000 investment, that is $1 per year of difference.
What is the holdings overlap between QQQ and RIZE?
QQQ and RIZE share 0 common holdings with a 0.0% weight overlap. Combined, they hold 126 unique securities.
Which pays a higher dividend, QQQ or RIZE?
QQQ yields 0.44% while RIZE yields 1.25%, so RIZE currently pays the higher dividend yield.
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