QQQ vs SGVA

QQQ vs SGVA
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Quick Verdict

QQQ has a lower expense ratio. QQQ offers more diversification with 108 holdings.

Lower Fees: QQQHigher Returns: TiedMore Diversified: QQQ

Side-by-Side Comparison

MetricQQQSGVAWinner
Expense Ratio0.18%0.22%
AUM$496.3B$507M
Dividend Yield0.44%0.00%
Holdings1082
YTD Return+19.52%+0.63%
1Y Return+26.68%-
3Y Return (annualized)+26.64%-
5Y Return (annualized)+15.36%-
Volatility (annualized)30.6%-
Max Drawdown-83.0%-0.0%
Fund FamilyInvesco (US)F-m investments
CategoryEquityFixed Income
InceptionMar 10, 1999Jun 10, 2026

QQQ vs SGVA Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and F/m Accumulator Ultrashort US Treasury Fund ETF (SGVA) is a ETF from F-m investments. Year to date, QQQ is up 19.52% versus a gain of 0.63% for SGVA.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -83.0% for QQQ and -0.0% for SGVA. 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 SGVA charges 0.22%. On a $10,000 position that is $18 vs $22 annually, a gap of $4 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 0.00% for SGVA.

Holdings Overlap

0.0%overlap

QQQ and SGVA share 0 holdings out of 104 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 SGVA?

QQQ has an expense ratio of 0.18% while SGVA charges 0.22%. QQQ is the cheaper option. On a $10,000 investment, that is $4 per year of difference.

What is the holdings overlap between QQQ and SGVA?

QQQ and SGVA share 0 common holdings with a 0.0% weight overlap. Combined, they hold 104 unique securities.

Which pays a higher dividend, QQQ or SGVA?

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

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