QQQ vs RSPM

QQQ vs RSPM

Which is better, QQQ or RSPM?

Large Cap Growth against Large Cap Blend.

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. RSPM is less concentrated, with 43.9% of the fund in its ten largest positions against 46.5%.

Lower Fees: QQQHigher Returns: QQQLess Concentrated: RSPM

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

MetricQQQRSPM
Expense Ratio0.18%Best0.40%
AUM$483.5B$188M
Dividend Yield0.44%1.73%
Holdings10728
YTD Return+16.87%Best+13.94%
1Y Return+22.98%Best+18.35%
3Y Return (annualized)+24.98%Best+8.96%
5Y Return (annualized)+14.39%Best+5.19%
Volatility (annualized)18.7%Best21.2%
Max Drawdown-53.5%Best-62.5%
$10,000 over 5 years$19,586Best$12,879
Top 10 Weight46.5%43.9%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 11, 2026 (19.8 years).

QQQ vs RSPM 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 19.8 years both funds cover.

QQQ vs RSPM Performance

Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and Invesco S&P 500 Equal Weight Materials ETF (RSPM) is an ETF from Invesco (US). Over the past year QQQ returned +22.98% while RSPM returned +18.35%. Year to date, QQQ is up 16.87% versus a gain of 13.94% for RSPM.

Over three years, QQQ compounded at +24.98% per year against +8.96% for RSPM; over five years the annualized figures are +14.39% and +5.19% respectively. Across the full 20-year window we track, QQQ has the edge at +15.43% annualized vs +7.77%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

RSPM has been the more volatile fund, with annualized monthly volatility of 21.2% 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 -62.5% for RSPM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.71. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

QQQ charges 0.18% per year while RSPM 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 1.73% for RSPM.

Holdings Overlap

QQQ already in RSPM1.0%
RSPM already in QQQ3.5%

1.0% of QQQ's money is in holdings RSPM also owns. 3.5% of RSPM's money is in holdings QQQ also owns.

RSPM and QQQ share little of their money.

1 positions in common, counted across the 102 positions we hold weights for in QQQ and 26 in RSPM, against full books of 107 and 28.

What only one of them owns

Our book lists 24 positions for RSPM that do not appear in our book for QQQ (92.8% of the fund), and 94 for QQQ that do not appear in RSPM (96.0%).

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 RSPMDifference
LINLinde Plc Ordinary Shares1.00%3.54%2.54%

You are not choosing between two funds in isolation.

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

QQQRSPM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QQQ or RSPM?

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

Which performed better, QQQ or RSPM?

Over the past year QQQ returned +22.98% vs +18.35% for RSPM, so QQQ leads on 1-year performance. Over the longest common window we track (20 years), QQQ annualized +15.43% vs +7.77% for RSPM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QQQ or RSPM?

RSPM has been the more volatile fund at 21.2% annualized versus 18.7% for QQQ. Worst drawdown: QQQ -53.5% vs RSPM -62.5%.

Should I hold both QQQ and RSPM?

QQQ and RSPM have a monthly-return correlation of 0.71, 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 RSPM?

3.5% of RSPM's money is in holdings QQQ also owns. 3.5% of RSPM's is in holdings QQQ also owns. They hold 1 positions in common, counted across the 102 positions we hold weights for in QQQ and 26 in RSPM.

Which pays a higher dividend, QQQ or RSPM?

QQQ yields 0.44% while RSPM yields 1.73%, so RSPM currently pays the higher dividend yield.

Is RSPM better than QQQ?

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. RSPM is less concentrated, with 43.9% 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.