QQQ vs SEIS

QQQ vs SEIS
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Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. SEIS offers more diversification with 373 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: SEIS

Side-by-Side Comparison

MetricQQQSEISWinner
Expense Ratio0.18%0.55%
AUM$496.3B$604M
Dividend Yield0.44%0.34%
Holdings108373
YTD Return+16.23%+16.01%
1Y Return+26.23%+23.16%
3Y Return (annualized)+25.75%-
5Y Return (annualized)+14.78%-
Volatility (annualized)30.6%18.8%
Max Drawdown-83.0%-25.7%
Fund FamilyInvesco (US)SEI EXCHANGE TRADED FUNDS
CategoryEquityEquity
InceptionMar 10, 1999Oct 8, 2024

QQQ vs SEIS Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and SEI Select Small Cap ETF (SEIS) is a ETF from SEI EXCHANGE TRADED FUNDS. Over the past year QQQ returned +26.23% while SEIS returned +23.16%. Year to date, QQQ is up 16.23% versus a gain of 16.01% for SEIS.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 18.8% for SEIS. 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 -25.7% for SEIS. 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 0.67. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

QQQ charges 0.18% per year while SEIS charges 0.55%. On a $10,000 position that is $18 vs $55 annually, a gap of $37 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 0.34% for SEIS.

Holdings Overlap

0.9%overlap

QQQ and SEIS share 4 holdings out of 463 unique holdings combined, representing a 0.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in QQQWeight in SEISDifference
FTNT0.53%0.30%0.23%
AXON0.22%0.43%0.21%
MPWR0.29%0.35%0.06%
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Frequently Asked Questions

Which is cheaper, QQQ or SEIS?

QQQ has an expense ratio of 0.18% while SEIS charges 0.55%. QQQ is the cheaper option. On a $10,000 investment, that is $37 per year of difference.

Which performed better, QQQ or SEIS?

Over the past year QQQ returned +26.23% vs +23.16% for SEIS, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), QQQ annualized +13.02% vs +15.47% for SEIS. Past performance does not guarantee future results.

Which is riskier, QQQ or SEIS?

QQQ has been the more volatile fund at 30.6% annualized versus 18.8% for SEIS. Worst drawdown: QQQ -83.0% vs SEIS -25.7%.

Should I hold both QQQ and SEIS?

QQQ and SEIS have a monthly-return correlation of 0.67, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and SEIS?

QQQ and SEIS share 4 common holdings with a 0.9% weight overlap. Combined, they hold 463 unique securities.

Which pays a higher dividend, QQQ or SEIS?

QQQ yields 0.44% while SEIS yields 0.34%, so QQQ currently pays the higher dividend yield.

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