QQQ vs SIXA

QQQ vs SIXA

Which is better, QQQ or SIXA?

Large Cap Growth against Large Cap Value.

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. SIXA is less concentrated, with 35.9% of the fund in its ten largest positions against 46.5%.

Lower Fees: QQQHigher Returns: QQQLess Concentrated: SIXA

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricQQQSIXA
Expense Ratio0.18%Best0.46%
AUM$483.5B$544M
Dividend Yield0.44%1.91%
Holdings10751
YTD Return+22.20%Best+17.44%
1Y Return+24.58%Best+18.74%
3Y Return (annualized)+28.38%Best+21.48%
5Y Return (annualized)+15.80%Best+13.33%
Volatility (annualized)20.3%12.6%Best
Max Drawdown-35.1%-18.4%Best
$10,000 over 5 years$20,823Best$18,695
Top 10 Weight46.5%35.9%Best
Fund FamilyInvesco (US)6 Meridian ETF
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Value
InceptionMar 10, 1999May 11, 2020

Volatility and max drawdown are measured over the window both funds cover: May 11, 2020 to Sep 22, 2026 (6.4 years).

QQQ vs SIXA growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 6.4 years both funds cover.

QQQ vs SIXA Performance

Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and ETC 6 Meridian Mega Cap Equity ETF (SIXA) is an ETF from 6 Meridian ETF. Over the past year QQQ returned +24.58% while SIXA returned +18.74%. Year to date, QQQ is up 22.20% versus a gain of 17.44% for SIXA.

Over three years, QQQ compounded at +28.38% per year against +21.48% for SIXA; over five years the annualized figures are +15.80% and +13.33% respectively. Across the full 6-year window we track, QQQ has the edge at +21.21% annualized vs +15.72%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 20.3% compared with 12.6% for SIXA. 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 -35.1% for QQQ and -18.4% for SIXA. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.63. They move together some of the time, and apart the rest.

Fees and Cost Over Time

QQQ charges 0.18% per year while SIXA charges 0.46%. On a $10,000 position that is $18 vs $46 annually, a gap of $28 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 1.91% for SIXA.

Holdings Overlap

QQQ already in SIXA50.0%
SIXA already in QQQ37.3%

50.0% of QQQ's money is in holdings SIXA also owns. 37.3% of SIXA's money is in holdings QQQ also owns.

The two portfolios partly overlap.

19 positions in common, counted across the 102 positions we hold weights for in QQQ and 48 in SIXA, against full books of 107 and 51.

What only one of them owns

Measured across the 102 and 48 positions we hold weights for.

QQQ holds 77 positions SIXA does not, 47.5% of the fund.

Largest: MSFT 5.76%, AVGO 3.16%, GOOG 3.13%, TSLA 2.56%, INTC 2.23%

Top Shared Holdings

StockWeight in QQQWeight in SIXADifference
NVDANvidia Corp8.44%1.40%7.04%
AAPLApple, Inc7.27%1.36%5.91%
MUMicron Technology, Inc.4.43%2.92%1.51%
AMZNAmazon.Com Inc4.67%1.21%3.46%
WMTWalmart, Inc.2.41%2.45%0.04%
PEPPepsico Inc.0.83%3.87%3.04%
AMDAdvanced Micro Devices Inc3.45%1.24%2.21%
GOOGLAlphabet Inc,class A3.36%1.21%2.15%
COSTCostco Wholesale Corp.1.84%2.54%0.70%
LRCXLam Research Corp1.69%2.55%0.86%

50.0% of QQQ is already inside SIXA.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

QQQSIXA

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QQQ or SIXA?

QQQ has an expense ratio of 0.18% while SIXA charges 0.46%. QQQ is the cheaper option, by $28 a year on a $10,000 investment.

Which performed better, QQQ or SIXA?

Over the past year QQQ returned +24.58% vs +18.74% for SIXA, so QQQ leads on 1-year performance. Over the longest common window we track (6 years), QQQ annualized +21.21% vs +15.72% for SIXA. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QQQ or SIXA?

QQQ has been the more volatile fund at 20.3% annualized versus 12.6% for SIXA. Worst drawdown: QQQ -35.1% vs SIXA -18.4%.

Should I hold both QQQ and SIXA?

QQQ and SIXA have a monthly-return correlation of 0.63, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between QQQ and SIXA?

50.0% of QQQ's money is in holdings SIXA also owns. 37.3% of SIXA's is in holdings QQQ also owns. They hold 19 positions in common, counted across the 102 positions we hold weights for in QQQ and 48 in SIXA.

Which pays a higher dividend, QQQ or SIXA?

QQQ yields 0.44% while SIXA yields 1.91%, so SIXA currently pays the higher dividend yield.

Is SIXA better than QQQ?

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. SIXA is less concentrated, with 35.9% of the fund in its ten largest positions against 46.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.