QQQ vs RSPH

QQQ vs RSPH

Which is better, QQQ or RSPH?

Large Cap Growth against Large Cap Blend.

QQQ has a lower expense ratio. QQQ led over 3Y, 5Y and the full window, RSPH over 1Y. RSPH is less concentrated, with 22.4% of the fund in its ten largest positions against 46.5%.

Lower Fees: QQQHigher Returns: splitLess Concentrated: RSPH

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

MetricQQQRSPH
Expense Ratio0.18%Best0.40%
AUM$483.5B$839M
Dividend Yield0.44%0.62%
Holdings10762
YTD Return+17.95%Best+15.19%
1Y Return+21.77%+26.96%Best
3Y Return (annualized)+25.63%Best+9.97%
5Y Return (annualized)+15.24%Best+4.19%
Volatility (annualized)18.7%15.8%Best
Max Drawdown-53.5%-41.1%Best
$10,000 over 5 years$20,324Best$12,278
Top 10 Weight46.5%22.4%Best
Fund FamilyInvesco (US)Invesco (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge 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 RSPH 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 RSPH Performance

Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and Invesco S&P 500 Equal Weight Health Care ETF (RSPH) is an ETF from Invesco (US). Over the past year QQQ returned +21.77% while RSPH returned +26.96%. Year to date, QQQ is up 17.95% versus a gain of 15.19% for RSPH.

Over three years, QQQ compounded at +25.63% per year against +9.97% for RSPH; over five years the annualized figures are +15.24% and +4.19% respectively. Across the full 20-year window we track, QQQ has the edge at +15.47% annualized vs +10.70%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 18.7% compared with 15.8% for RSPH. 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 -41.1% for RSPH. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.70. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

QQQ charges 0.18% per year while RSPH 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 0.62% for RSPH.

Holdings Overlap

QQQ already in RSPH3.6%
RSPH already in QQQ13.4%

3.6% of QQQ's money is in holdings RSPH also owns. 13.4% of RSPH's money is in holdings QQQ also owns.

RSPH and QQQ share little of their money.

8 positions in common, counted across the 102 positions we hold weights for in QQQ and 61 in RSPH, against full books of 107 and 62.

What only one of them owns

Our book lists 51 positions for RSPH that do not appear in our book for QQQ (85.0% of the fund), and 88 for QQQ that do not appear in RSPH (93.9%).

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 RSPHDifference
AMGNAmgen Inc.0.97%1.84%0.87%
GILDGilead Sciences0.72%1.73%1.01%
VRTXNvaesrtex Pharmaceuticals Inc0.54%1.80%1.26%
REGNRegeneron Pharmaceuticals, Inc.0.35%1.91%1.56%
ISRGIntuitive Surgical Inc.0.58%1.32%0.74%
DXCMDexcom Inc.0.14%1.75%1.61%
GEHCGe Healthcare Technologies Inc0.14%1.61%1.47%
IDXXIdexx Labs0.20%1.44%1.24%

You are not choosing between two funds in isolation.

Whichever of QQQ and RSPH you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

QQQRSPH

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QQQ or RSPH?

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

Which performed better, QQQ or RSPH?

Over the past year QQQ returned +21.77% vs +26.96% for RSPH, so RSPH leads on 1-year performance. Over the longest common window we track (20 years), QQQ annualized +15.47% vs +10.70% for RSPH. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QQQ or RSPH?

QQQ has been the more volatile fund at 18.7% annualized versus 15.8% for RSPH. Worst drawdown: QQQ -53.5% vs RSPH -41.1%.

Should I hold both QQQ and RSPH?

QQQ and RSPH have a monthly-return correlation of 0.70, 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 RSPH?

13.4% of RSPH's money is in holdings QQQ also owns. 13.4% of RSPH's is in holdings QQQ also owns. They hold 8 positions in common, counted across the 102 positions we hold weights for in QQQ and 61 in RSPH.

Which pays a higher dividend, QQQ or RSPH?

QQQ yields 0.44% while RSPH yields 0.62%, so RSPH currently pays the higher dividend yield.

Is RSPH better than QQQ?

QQQ has a lower expense ratio. QQQ led over 3Y, 5Y and the full window, RSPH over 1Y. RSPH is less concentrated, with 22.4% 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.