QQQ vs RSSE

QQQ vs RSSE

Which is better, QQQ or RSSE?

Large Cap Growth against Large Cap Blend.

QQQ has a lower expense ratio. QQQ led over 1Y and the full window.

Lower Fees: QQQHigher Returns: QQQ

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

MetricQQQRSSE
Expense Ratio0.18%Best0.85%
AUM$483.5B$36M
Dividend Yield0.44%0.00%
Holdings10710
YTD Return+17.95%Best+9.56%
1Y Return+21.77%Best+11.22%
3Y Return (annualized)+25.63%-
5Y Return (annualized)+15.24%-
Volatility (annualized)18.5%6.9%Best
Max Drawdown-22.8%-11.4%Best
$10,000 over 2 years$15,119Best$11,790
Fund FamilyInvesco (US)First Trust Portfolios (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionMar 10, 1999Sep 20, 2024

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Sep 23, 2024 to Sep 18, 2026 (2 years).

QQQ vs RSSE 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 2 years both funds cover.

QQQ vs RSSE Performance

Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and FT Vest US Equity Equal Weight Buffer ETF - September (RSSE) is an ETF from First Trust Portfolios (US). Over the past year QQQ returned +21.77% while RSSE returned +11.22%. Year to date, QQQ is up 17.95% versus a gain of 9.56% for RSSE.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 18.5% compared with 6.9% for RSSE. 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 -22.8% for QQQ and -11.4% for RSSE. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.57. They move together some of the time, and apart the rest.

Fees and Cost Over Time

QQQ charges 0.18% per year while RSSE charges 0.85%. On a $10,000 position that is $18 vs $85 annually, a gap of $67 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 0.00% for RSSE.

You are not choosing between two funds in isolation.

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

QQQRSSE

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Frequently Asked Questions

Which is cheaper, QQQ or RSSE?

QQQ has an expense ratio of 0.18% while RSSE charges 0.85%. QQQ is the cheaper option, by $67 a year on a $10,000 investment.

Which performed better, QQQ or RSSE?

Over the past year QQQ returned +21.77% vs +11.22% for RSSE, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), QQQ annualized +22.96% vs +8.58% for RSSE. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QQQ or RSSE?

QQQ has been the more volatile fund at 18.5% annualized versus 6.9% for RSSE. Worst drawdown: QQQ -22.8% vs RSSE -11.4%.

Should I hold both QQQ and RSSE?

QQQ and RSSE have a monthly-return correlation of 0.57, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, QQQ or RSSE?

QQQ yields 0.44% while RSSE yields 0.00%, so QQQ currently pays the higher dividend yield.

Is RSSE better than QQQ?

QQQ has a lower expense ratio. QQQ led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.