QQQ vs SGRW

QQQ vs SGRW
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Quick Verdict

QQQ has a lower expense ratio. SGRW offers more diversification with 143 holdings.

Lower Fees: QQQHigher Returns: TiedMore Diversified: SGRW

Side-by-Side Comparison

MetricQQQSGRWWinner
Expense Ratio0.18%0.80%
AUM$496.3B$29M
Dividend Yield0.44%-
Holdings108143
YTD Return+16.23%+28.81%
1Y Return+26.23%-
3Y Return (annualized)+25.75%-
5Y Return (annualized)+14.78%-
Volatility (annualized)30.6%-
Max Drawdown-83.0%-16.3%
Fund FamilyInvesco (US)Harbor Funds
CategoryEquityEquity
InceptionMar 10, 1999Jan 14, 2026

QQQ vs SGRW Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Harbor Active Small Cap Growth ETF (SGRW) is a ETF from Harbor Funds. Year to date, QQQ is up 16.23% versus a gain of 28.81% for SGRW.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -83.0% for QQQ and -16.3% for SGRW. 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 SGRW charges 0.80%. On a $10,000 position that is $18 vs $80 annually, a gap of $62 per year that compounds over a long holding period.

Holdings Overlap

0.0%overlap

QQQ and SGRW share 0 holdings out of 240 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 SGRW?

QQQ has an expense ratio of 0.18% while SGRW charges 0.80%. QQQ is the cheaper option. On a $10,000 investment, that is $62 per year of difference.

What is the holdings overlap between QQQ and SGRW?

QQQ and SGRW share 0 common holdings with a 0.0% weight overlap. Combined, they hold 240 unique securities.

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