QQQ vs RJMG

QQQ vs RJMG

Which is better, QQQ or RJMG?

Large Cap Growth against Large Cap Blend.

QQQ has a lower expense ratio. QQQ led over 1Y and the full window. RJMG is less concentrated, with 29.2% of the fund in its ten largest positions against 46.5%.

Lower Fees: QQQHigher Returns: QQQLess Concentrated: RJMG

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

MetricQQQRJMG
Expense Ratio0.18%Best0.85%
AUM$483.5B$11M
Dividend Yield0.44%0.00%
Holdings10741
Volatility (annualized)13.5%Best14.8%
Max Drawdown-22.8%Best-25.4%
$10,000 over 2 years$15,418Best$13,729
Top 10 Weight46.5%29.2%Best
Fund FamilyInvesco (US)First Trust Portfolios (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionMar 10, 1999Jan 12, 2024

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized).

The two price series end 245 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. QQQ has data through Sep 11, 2026 and RJMG through Jan 9, 2026.

Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Jan 18, 2024 to Jan 9, 2026 (2 years).

Risk: Volatility and Drawdowns

RJMG has been the more volatile fund, with annualized monthly volatility of 14.8% compared with 13.5% for QQQ. 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 -22.8% for QQQ and -25.4% for RJMG. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

QQQ charges 0.18% per year while RJMG charges 0.85%. On a $10,000 position that is $18 vs $85 annually, a gap of $67 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 0.00% for RJMG.

Holdings Overlap

QQQ already in RJMG22.3%
RJMG already in QQQ25.6%

22.3% of QQQ's money is in holdings RJMG also owns. 25.6% of RJMG's money is in holdings QQQ also owns.

RJMG and QQQ share little of their money.

The two holdings books were reported 278 days apart, QQQ as of Aug 5, 2026 and RJMG as of Oct 31, 2025, so some of the difference between them is the time between the two reports rather than the funds.

10 positions in common, counted across the 102 positions we hold weights for in QQQ and 40 in RJMG, against full books of 107 and 41.

What only one of them owns

Our book lists 29 positions for RJMG that do not appear in our book for QQQ (72.0% of the fund), and 85 for QQQ that do not appear in RJMG (74.7%).

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 RJMGDifference
MSFTMicrosoft Corp 4.100 Feb 06 375.76%2.44%3.32%
MUMicron Technology, Inc.4.43%3.70%0.73%
GOOGLAlphabet A Usd 0.0013.36%2.78%0.58%
WMTWalmart, Inc.2.41%2.41%0.00%
METAMeta Platforms, Inc.2.78%2.03%0.75%
COSTCostco Wholesale Corp.1.84%2.41%0.57%
ADIAnalog Devices, Inc.0.81%2.38%1.57%
MPWRMonolithic Power Systems Inc0.29%2.86%2.57%
NXPINxp Semiconductors N.V. Common Stock0.26%2.35%2.09%
DASHDoordash Inc0.37%2.23%1.86%

25.6% of RJMG is already inside QQQ.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

QQQRJMG

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QQQ or RJMG?

QQQ has an expense ratio of 0.18% while RJMG charges 0.85%. QQQ is the cheaper option, by $67 a year on a $10,000 investment.

Which is riskier, QQQ or RJMG?

RJMG has been the more volatile fund at 14.8% annualized versus 13.5% for QQQ. Worst drawdown: QQQ -22.8% vs RJMG -25.4%.

Should I hold both QQQ and RJMG?

QQQ and RJMG have a monthly-return correlation of 0.80, 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 RJMG?

25.6% of RJMG's money is in holdings QQQ also owns. 25.6% of RJMG's is in holdings QQQ also owns. They hold 10 positions in common, counted across the 102 positions we hold weights for in QQQ and 40 in RJMG.

Which pays a higher dividend, QQQ or RJMG?

QQQ yields 0.44% while RJMG yields 0.00%, so QQQ currently pays the higher dividend yield.

Is RJMG better than QQQ?

QQQ has a lower expense ratio. QQQ led over 1Y and the full window. RJMG is less concentrated, with 29.2% 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.