QQQ vs RSPM

QQQ vs RSPM
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Quick Verdict

QQQ has a lower expense ratio. RSPM delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.

Lower Fees: QQQHigher Returns: RSPMMore Diversified: QQQ

Side-by-Side Comparison

MetricQQQRSPMWinner
Expense Ratio0.18%0.40%
AUM$496.3B$188M
Dividend Yield0.44%1.73%
Holdings10828
YTD Return+16.64%+20.26%
1Y Return+27.27%+27.51%
3Y Return (annualized)+25.96%+11.27%
5Y Return (annualized)+14.54%+6.23%
Volatility (annualized)30.6%21.2%
Max Drawdown-83.0%-62.5%
Fund FamilyInvesco (US)Invesco (US)
CategoryEquityEquity
InceptionMar 10, 1999Nov 1, 2006

QQQ vs RSPM Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Invesco S&P 500 Equal Weight Materials ETF (RSPM) is a ETF from Invesco (US). Over the past year QQQ returned +27.27% while RSPM returned +27.51%. Year to date, QQQ is up 16.64% versus a gain of 20.26% for RSPM.

Over three years, QQQ compounded at +25.96% per year against +11.27% for RSPM; over five years the annualized figures are +14.54% and +6.23% respectively. Across the full 20-year window we track, QQQ has the edge at +13.03% annualized vs +8.08%. 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 21.2% for RSPM. 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 -62.5% for RSPM. 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 0.71. 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

1.0%overlap

QQQ and RSPM share 1 holdings out of 127 unique holdings combined, representing a 1.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in QQQWeight in RSPMDifference
LIN1.00%3.73%2.73%

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. On a $10,000 investment, that is $22 per year of difference.

Which performed better, QQQ or RSPM?

Over the past year QQQ returned +27.27% vs +27.51% for RSPM, so RSPM leads on 1-year performance. Over the longest common window we track (20 years), QQQ annualized +13.03% vs +8.08% for RSPM. Past performance does not guarantee future results.

Which is riskier, QQQ or RSPM?

QQQ has been the more volatile fund at 30.6% annualized versus 21.2% for RSPM. Worst drawdown: QQQ -83.0% vs RSPM -62.5%.

Should I hold both QQQ and RSPM?

QQQ and RSPM have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and RSPM?

QQQ and RSPM share 1 common holdings with a 1.0% weight overlap. Combined, they hold 127 unique securities.

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.

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