QQQ vs SOLR

Quick Verdict

QQQ has a lower expense ratio. SOLR delivered stronger 1-year returns. QQQ offers more diversification with 103 holdings.

Lower Fees: QQQHigher Returns: SOLRMore Diversified: QQQ

Side-by-Side Comparison

MetricQQQSOLRWinner
Expense Ratio0.18%0.79%
AUM$455.8B$5M
Dividend Yield0.41%0.59%
Holdings10830
YTD Return+18.31%+10.08%
1Y Return+25.37%+28.49%
3Y Return (annualized)+25.79%+5.08%
5Y Return (annualized)+15.20%+3.10%
Volatility (annualized)30.6%23.0%
Max Drawdown-83.0%-38.0%
Fund FamilyInvesco (US)SmartETFs
CategoryEquityEquity
InceptionMar 10, 1999Nov 11, 2020

QQQ vs SOLR Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Guinness Atkinson Sustainable Energy ETF (SOLR) is a ETF from SmartETFs. Over the past year QQQ returned +25.37% while SOLR returned +28.49%. Year to date, QQQ is up 18.31% versus a gain of 10.08% for SOLR.

Over three years, QQQ compounded at +25.79% per year against +5.08% for SOLR; over five years the annualized figures are +15.20% and +3.10% respectively. Across the full 6-year window we track, QQQ has the edge at +13.10% annualized vs +7.45%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 23.0% for SOLR. 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 -83.0% for QQQ and -38.0% for SOLR. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.72. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

QQQ charges 0.18% per year while SOLR charges 0.79%. On a $10,000 position that is $18 vs $79 annually, a gap of $61 per year that compounds over a long holding period. On income, QQQ currently yields 0.41% against 0.59% for SOLR.

Holdings Overlap

0.3%overlap

QQQ and SOLR share 1 holdings out of 132 unique holdings combined, representing a 0.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in QQQWeight in SOLRDifference
NXPI0.31%2.84%2.53%

Frequently Asked Questions

Which is cheaper, QQQ or SOLR?

QQQ has an expense ratio of 0.18% while SOLR charges 0.79%. QQQ is the cheaper option. On a $10,000 investment, that is $61 per year of difference.

Which performed better, QQQ or SOLR?

Over the past year QQQ returned +25.37% vs +28.49% for SOLR, so SOLR leads on 1-year performance. Over the longest common window we track (6 years), QQQ annualized +13.10% vs +7.45% for SOLR. Past performance does not guarantee future results.

Which is riskier, QQQ or SOLR?

QQQ has been the more volatile fund at 30.6% annualized versus 23.0% for SOLR. Worst drawdown: QQQ -83.0% vs SOLR -38.0%.

Should I hold both QQQ and SOLR?

QQQ and SOLR have a monthly-return correlation of 0.72, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and SOLR?

QQQ and SOLR share 1 common holdings with a 0.3% weight overlap. Combined, they hold 132 unique securities.

Which pays a higher dividend, QQQ or SOLR?

QQQ yields 0.41% while SOLR yields 0.59%, so SOLR currently pays the higher dividend yield.

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