QQQ vs ROMO
Invesco QQQ Trust, Series 1 vs Strategy Shares Newfound/ReSolve Robust Momentum ETF
Quick Verdict
QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.
Side-by-Side Comparison
| Metric | QQQ | ROMO | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.87% | |
| AUM | $496.3B | $26M | |
| Dividend Yield | 0.44% | 2.35% | |
| Holdings | 108 | 4 | |
| YTD Return | +16.23% | +8.44% | |
| 1Y Return | +26.23% | +5.53% | |
| 3Y Return (annualized) | +25.75% | +11.90% | |
| 5Y Return (annualized) | +14.78% | +4.85% | |
| Volatility (annualized) | 30.6% | 12.9% | |
| Max Drawdown | -83.0% | -28.7% | |
| Fund Family | Invesco (US) | STRATEGY SHARES | |
| Category | Equity | Equity | |
| Inception | Mar 10, 1999 | Nov 1, 2019 |
QQQ vs ROMO Performance
Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) is a ETF from STRATEGY SHARES. Over the past year QQQ returned +26.23% while ROMO returned +5.53%. Year to date, QQQ is up 16.23% versus a gain of 8.44% for ROMO.
Over three years, QQQ compounded at +25.75% per year against +11.90% for ROMO; over five years the annualized figures are +14.78% and +4.85% respectively. Across the full 7-year window we track, QQQ has the edge at +13.02% annualized vs +5.67%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 12.9% for ROMO. 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 -28.7% for ROMO. 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 0.69. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
QQQ charges 0.18% per year while ROMO charges 0.87%. On a $10,000 position that is $18 vs $87 annually, a gap of $69 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 2.35% for ROMO.
Holdings Overlap
QQQ and ROMO share 0 holdings out of 107 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 ROMO?
QQQ has an expense ratio of 0.18% while ROMO charges 0.87%. QQQ is the cheaper option. On a $10,000 investment, that is $69 per year of difference.
Which performed better, QQQ or ROMO?
Over the past year QQQ returned +26.23% vs +5.53% for ROMO, so QQQ leads on 1-year performance. Over the longest common window we track (7 years), QQQ annualized +13.02% vs +5.67% for ROMO. Past performance does not guarantee future results.
Which is riskier, QQQ or ROMO?
QQQ has been the more volatile fund at 30.6% annualized versus 12.9% for ROMO. Worst drawdown: QQQ -83.0% vs ROMO -28.7%.
Should I hold both QQQ and ROMO?
QQQ and ROMO have a monthly-return correlation of 0.69, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between QQQ and ROMO?
QQQ and ROMO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 107 unique securities.
Which pays a higher dividend, QQQ or ROMO?
QQQ yields 0.44% while ROMO yields 2.35%, so ROMO currently pays the higher dividend yield.
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