QQQ vs SMRF

QQQ vs SMRF

Which is better, QQQ or SMRF?

Large Cap Growth against Large Cap Blend.

QQQ has a lower expense ratio. SMRF is less concentrated, with 43.5% of the fund in its ten largest positions against 46.5%.

Lower Fees: QQQLess Concentrated: SMRF

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

MetricQQQSMRF
Expense Ratio0.18%Best0.65%
AUM$483.5B$17M
Dividend Yield0.44%0.61%
Holdings10773
YTD Return+17.95%Best-9.68%
1Y Return+21.77%-
3Y Return (annualized)+25.63%-
5Y Return (annualized)+15.24%-
Top 10 Weight46.5%43.5%Best
Fund FamilyInvesco (US)ALPS Advisors
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionMar 10, 1999Feb 18, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

QQQ vs SMRF 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

QQQ vs SMRF Performance

Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and ALPS Nautilus SMR, Nuclear & Technology ETF (SMRF) is an ETF from ALPS Advisors. Year to date, QQQ is up 17.95% versus a loss of 9.68% for SMRF.

Past performance does not guarantee future results.

Fees and Cost Over Time

QQQ charges 0.18% per year while SMRF charges 0.65%. On a $10,000 position that is $18 vs $65 annually, a gap of $47 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 0.61% for SMRF.

Holdings Overlap

QQQ already in SMRF19.2%
SMRF already in QQQ15.8%

19.2% of QQQ's money is in holdings SMRF also owns. 15.8% of SMRF's money is in holdings QQQ also owns.

QQQ and SMRF share little of their money.

13 positions in common, counted across the 102 positions we hold weights for in QQQ and 73 in SMRF, against full books of 107 and 73.

What only one of them owns

Our book lists 32 positions for SMRF that do not appear in our book for QQQ (44.9% of the fund), and 83 for QQQ that do not appear in SMRF (78.3%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in QQQWeight in SMRFDifference
MUMicron Technology, Inc.4.43%1.52%2.91%
AVGOBroadcom Inc3.16%1.41%1.75%
AMDAdvanced Micro Devices Inc3.45%0.89%2.56%
INTCIntel Corporation2.23%0.44%1.79%
CSCOCisco Systems Inc. - Ordinary Shares2.10%0.50%1.60%
STXSeagate Technology Holdings Plc0.83%1.40%0.57%
SNDKSandisk Corp/De0.88%1.33%0.45%
LITELumentum Holdings Inc0.28%1.77%1.49%
WDCWestern Digital Corp Company Guar 11/28 30.79%1.19%0.40%
CEGConstellation Energy Corporation Com0.42%1.38%0.96%

You are not choosing between two funds in isolation.

Whichever of QQQ and SMRF you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

QQQSMRF

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QQQ or SMRF?

QQQ has an expense ratio of 0.18% while SMRF charges 0.65%. QQQ is the cheaper option, by $47 a year on a $10,000 investment.

What is the holdings overlap between QQQ and SMRF?

19.2% of QQQ's money is in holdings SMRF also owns. 15.8% of SMRF's is in holdings QQQ also owns. They hold 13 positions in common, counted across the 102 positions we hold weights for in QQQ and 73 in SMRF.

Which pays a higher dividend, QQQ or SMRF?

QQQ yields 0.44% while SMRF yields 0.61%, so SMRF currently pays the higher dividend yield.

Is SMRF better than QQQ?

QQQ has a lower expense ratio. SMRF is less concentrated, with 43.5% 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.