QQQ vs ROIS
Invesco QQQ Trust, Series 1 vs Hartford Multifactor International Small Company ETF
Quick Verdict
QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. ROIS offers more diversification with 293 holdings.
Side-by-Side Comparison
| Metric | QQQ | ROIS | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.49% | |
| AUM | $486.1B | $5M | |
| Dividend Yield | 0.44% | 5.31% | |
| Holdings | 107 | 293 | |
| YTD Return | +15.95% | +4.09% | |
| 1Y Return | +26.00% | +0.12% | |
| 3Y Return (annualized) | +24.11% | - | |
| 5Y Return (annualized) | +13.95% | - | |
| Volatility (annualized) | 30.6% | 13.6% | |
| Max Drawdown | -83.0% | -13.0% | |
| Fund Family | Invesco (US) | Hartford Funds | |
| Category | Equity | Equity | |
| Inception | Mar 10, 1999 | Mar 18, 2024 |
QQQ vs ROIS Performance
Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Hartford Multifactor International Small Company ETF (ROIS) is a ETF from Hartford Funds. Over the past year QQQ returned +26.00% while ROIS returned +0.12%. Year to date, QQQ is up 15.95% versus a gain of 4.09% for ROIS.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 13.6% for ROIS. 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 -83.0% for QQQ and -13.0% for ROIS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at -0.07. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
QQQ charges 0.18% per year while ROIS charges 0.49%. On a $10,000 position that is $18 vs $49 annually, a gap of $31 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 5.31% for ROIS.
Frequently Asked Questions
Which is cheaper, QQQ or ROIS?
QQQ has an expense ratio of 0.18% while ROIS charges 0.49%. QQQ is the cheaper option. On a $10,000 investment, that is $31 per year of difference.
Which performed better, QQQ or ROIS?
Over the past year QQQ returned +26.00% vs +0.12% for ROIS, so QQQ leads on 1-year performance. Over the longest common window we track (1 years), QQQ annualized +12.99% vs +1.18% for ROIS. Past performance does not guarantee future results.
Which is riskier, QQQ or ROIS?
QQQ has been the more volatile fund at 30.6% annualized versus 13.6% for ROIS. Worst drawdown: QQQ -83.0% vs ROIS -13.0%.
Should I hold both QQQ and ROIS?
QQQ and ROIS have a monthly-return correlation of -0.07, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, QQQ or ROIS?
QQQ yields 0.44% while ROIS yields 5.31%, so ROIS currently pays the higher dividend yield.
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