QQQ vs SFYI
Invesco QQQ Trust, Series 1 vs SoFi Social 50 Income ETF
Quick Verdict
QQQ has a lower expense ratio. QQQ offers more diversification with 108 holdings.
Side-by-Side Comparison
| Metric | QQQ | SFYI | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.72% | |
| AUM | $496.3B | $2M | |
| Dividend Yield | 0.44% | 0.00% | |
| Holdings | 108 | 51 | |
| YTD Return | +16.19% | +1.96% | |
| 1Y Return | +25.22% | - | |
| 3Y Return (annualized) | +25.47% | - | |
| 5Y Return (annualized) | +14.34% | - | |
| Volatility (annualized) | 30.6% | - | |
| Max Drawdown | -83.0% | -7.7% | |
| Fund Family | Invesco (US) | SoFi | |
| Category | Equity | Equity | |
| Inception | Mar 10, 1999 | Jul 6, 2026 |
QQQ vs SFYI Performance
Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and SoFi Social 50 Income ETF (SFYI) is a ETF from SoFi. Year to date, QQQ is up 16.19% versus a gain of 1.96% for SFYI.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -83.0% for QQQ and -7.7% for SFYI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
QQQ charges 0.18% per year while SFYI charges 0.72%. On a $10,000 position that is $18 vs $72 annually, a gap of $54 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 0.00% for SFYI.
Holdings Overlap
QQQ and SFYI share 17 holdings out of 135 unique holdings combined, representing a 39.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, QQQ or SFYI?
QQQ has an expense ratio of 0.18% while SFYI charges 0.72%. QQQ is the cheaper option. On a $10,000 investment, that is $54 per year of difference.
What is the holdings overlap between QQQ and SFYI?
QQQ and SFYI share 17 common holdings with a 39.8% weight overlap. Combined, they hold 135 unique securities.
Which pays a higher dividend, QQQ or SFYI?
QQQ yields 0.44% while SFYI yields 0.00%, so QQQ currently pays the higher dividend yield.
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