QQQ vs RJDI

QQQ vs RJDI
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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

MetricQQQRJDIWinner
Expense Ratio0.18%0.63%
AUM$496.3B$119M
Dividend Yield0.44%0.78%
Holdings10837
YTD Return+16.64%+16.45%
1Y Return+27.27%+19.14%
3Y Return (annualized)+25.96%-
5Y Return (annualized)+14.54%-
Volatility (annualized)30.6%-
Max Drawdown-83.0%-7.0%
Fund FamilyInvesco (US)Raymond James Financial, Inc.
CategoryEquityEquity
InceptionMar 10, 1999Oct 2, 2025

QQQ vs RJDI Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and RJ Eagle GCM Dividend Select Income ETF (RJDI) is a ETF from Raymond James Financial, Inc.. Over the past year QQQ returned +27.27% while RJDI returned +19.14%. Year to date, QQQ is up 16.64% versus a gain of 16.45% for RJDI.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -83.0% for QQQ and -7.0% for RJDI. 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 RJDI charges 0.63%. On a $10,000 position that is $18 vs $63 annually, a gap of $45 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 0.78% for RJDI.

Holdings Overlap

13.7%overlap

QQQ and RJDI share 6 holdings out of 131 unique holdings combined, representing a 13.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in QQQWeight in RJDIDifference
AAPL7.27%4.19%3.08%
AVGO3.16%7.50%4.34%
MSFT5.76%2.74%3.02%
WMTProProPro
ADIProProPro
CMCSAProProPro
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Frequently Asked Questions

Which is cheaper, QQQ or RJDI?

QQQ has an expense ratio of 0.18% while RJDI charges 0.63%. QQQ is the cheaper option. On a $10,000 investment, that is $45 per year of difference.

Which performed better, QQQ or RJDI?

Over the past year QQQ returned +27.27% vs +19.14% for RJDI, so QQQ leads on 1-year performance. Past performance does not guarantee future results.

What is the holdings overlap between QQQ and RJDI?

QQQ and RJDI share 6 common holdings with a 13.7% weight overlap. Combined, they hold 131 unique securities.

Which pays a higher dividend, QQQ or RJDI?

QQQ yields 0.44% while RJDI yields 0.78%, so RJDI currently pays the higher dividend yield.

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