QQQ vs RSPD

QQQ vs RSPD

Which is better, QQQ or RSPD?

Large Cap Growth against Mid Cap Blend.

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. RSPD is less concentrated, with 26.6% of the fund in its ten largest positions against 46.5%.

Lower Fees: QQQHigher Returns: QQQLess Concentrated: RSPD

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

MetricQQQRSPD
Expense Ratio0.18%Best0.40%
AUM$483.5B$296M
Dividend Yield0.44%0.88%
Holdings10749
YTD Return+17.95%Best-8.14%
1Y Return+21.77%Best-9.54%
3Y Return (annualized)+25.63%Best+7.36%
5Y Return (annualized)+15.24%Best+2.62%
Volatility (annualized)18.7%Best22.4%
Max Drawdown-53.5%Best-68.8%
$10,000 over 5 years$20,324Best$11,380
Top 10 Weight46.5%26.6%Best
Fund FamilyInvesco (US)Invesco (US)
CategoryEquityEquity
StyleLarge Cap GrowthMid Cap Blend
InceptionMar 10, 1999Nov 1, 2006

Volatility and max drawdown are measured over the window both funds cover: Nov 7, 2006 to Sep 18, 2026 (19.9 years).

QQQ vs RSPD growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 19.9 years both funds cover.

QQQ vs RSPD Performance

Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) is an ETF from Invesco (US). Over the past year QQQ returned +21.77% while RSPD returned -9.54%. Year to date, QQQ is up 17.95% versus a loss of 8.14% for RSPD.

Over three years, QQQ compounded at +25.63% per year against +7.36% for RSPD; over five years the annualized figures are +15.24% and +2.62% respectively. Across the full 20-year window we track, QQQ has the edge at +15.47% annualized vs +6.73%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

RSPD has been the more volatile fund, with annualized monthly volatility of 22.4% compared with 18.7% 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 -53.5% for QQQ and -68.8% for RSPD. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.76. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

QQQ charges 0.18% per year while RSPD charges 0.40%. On a $10,000 position that is $18 vs $40 annually, a gap of $22 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 0.88% for RSPD.

Holdings Overlap

QQQ already in RSPD10.2%
RSPD already in QQQ20.9%

10.2% of QQQ's money is in holdings RSPD also owns. 20.9% of RSPD's money is in holdings QQQ also owns.

RSPD and QQQ share little of their money.

9 positions in common, counted across the 102 positions we hold weights for in QQQ and 48 in RSPD, against full books of 107 and 49.

What only one of them owns

Measured across the 102 and 48 positions we hold weights for.

QQQ holds 87 positions RSPD does not, 87.3% of the fund.

Largest: NVDA 8.44%, AAPL 7.27%, MSFT 5.76%, MU 4.43%, AMD 3.45%

Top Shared Holdings

StockWeight in QQQWeight in RSPDDifference
AMZNAmazon.Com Inc4.67%2.25%2.42%
TSLATesla Inc2.56%1.99%0.57%
DASHDoordash Inc - A0.37%3.16%2.79%
BKNGBooking Holdings, Inc.0.70%2.55%1.85%
ABNBAirbnb Inc0.28%2.92%2.64%
SBUXStarbucks Corp0.53%2.21%1.68%
ROSTRoss Stores, Inc.0.36%2.03%1.67%
ORLYO'Eilly Automotive, Inc.0.34%2.02%1.68%
MARMarriott International, Inc.0.42%1.82%1.40%

20.9% of RSPD 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.

QQQRSPD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QQQ or RSPD?

QQQ has an expense ratio of 0.18% while RSPD charges 0.40%. QQQ is the cheaper option, by $22 a year on a $10,000 investment.

Which performed better, QQQ or RSPD?

Over the past year QQQ returned +21.77% vs -9.54% for RSPD, so QQQ leads on 1-year performance. Over the longest common window we track (20 years), QQQ annualized +15.47% vs +6.73% for RSPD. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QQQ or RSPD?

RSPD has been the more volatile fund at 22.4% annualized versus 18.7% for QQQ. Worst drawdown: QQQ -53.5% vs RSPD -68.8%.

Should I hold both QQQ and RSPD?

QQQ and RSPD have a monthly-return correlation of 0.76, 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 RSPD?

20.9% of RSPD's money is in holdings QQQ also owns. 20.9% of RSPD's is in holdings QQQ also owns. They hold 9 positions in common, counted across the 102 positions we hold weights for in QQQ and 48 in RSPD.

Which pays a higher dividend, QQQ or RSPD?

QQQ yields 0.44% while RSPD yields 0.88%, so RSPD currently pays the higher dividend yield.

Is RSPD better than QQQ?

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. RSPD is less concentrated, with 26.6% 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.