QQQ vs RVNU

QQQ vs RVNU
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Quick Verdict

RVNU has a lower expense ratio. QQQ delivered stronger 1-year returns. RVNU offers more diversification with 292 holdings.

Lower Fees: RVNUHigher Returns: QQQMore Diversified: RVNU

Side-by-Side Comparison

MetricQQQRVNUWinner
Expense Ratio0.18%0.15%
AUM$496.3B$144M
Dividend Yield0.44%3.60%
Holdings108292
YTD Return+16.64%+2.38%
1Y Return+27.27%+8.56%
3Y Return (annualized)+25.96%+3.85%
5Y Return (annualized)+14.54%-0.52%
Volatility (annualized)30.6%8.0%
Max Drawdown-83.0%-23.5%
Fund FamilyInvesco (US)Xtrackers ETFs
CategoryEquityTax Preferred
InceptionMar 10, 1999Jun 4, 2013

QQQ vs RVNU Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Xtrackers Municipal Infrastructure Revenue Bond Active ETF (RVNU) is a ETF from Xtrackers ETFs. Over the past year QQQ returned +27.27% while RVNU returned +8.56%. Year to date, QQQ is up 16.64% versus a gain of 2.38% for RVNU.

Over three years, QQQ compounded at +25.96% per year against +3.85% for RVNU; over five years the annualized figures are +14.54% and -0.52% respectively. Across the full 13-year window we track, QQQ has the edge at +13.03% annualized vs +1.12%. 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 8.0% for RVNU. 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 -23.5% for RVNU. 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 0.39. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

QQQ charges 0.18% per year while RVNU charges 0.15%. On a $10,000 position that is $18 vs $15 annually, a gap of $3 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 3.60% for RVNU.

Holdings Overlap

0.0%overlap

QQQ and RVNU share 0 holdings out of 281 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, QQQ or RVNU?

QQQ has an expense ratio of 0.18% while RVNU charges 0.15%. RVNU is the cheaper option. On a $10,000 investment, that is $3 per year of difference.

Which performed better, QQQ or RVNU?

Over the past year QQQ returned +27.27% vs +8.56% for RVNU, so QQQ leads on 1-year performance. Over the longest common window we track (13 years), QQQ annualized +13.03% vs +1.12% for RVNU. Past performance does not guarantee future results.

Which is riskier, QQQ or RVNU?

QQQ has been the more volatile fund at 30.6% annualized versus 8.0% for RVNU. Worst drawdown: QQQ -83.0% vs RVNU -23.5%.

Should I hold both QQQ and RVNU?

QQQ and RVNU have a monthly-return correlation of 0.39, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and RVNU?

QQQ and RVNU share 0 common holdings with a 0.0% weight overlap. Combined, they hold 281 unique securities.

Which pays a higher dividend, QQQ or RVNU?

QQQ yields 0.44% while RVNU yields 3.60%, so RVNU currently pays the higher dividend yield.

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