QQQ vs SPDF

Quick Verdict

QQQ has a lower expense ratio. QQQ offers more diversification with 103 holdings.

Lower Fees: QQQHigher Returns: TiedMore Diversified: QQQ

Side-by-Side Comparison

MetricQQQSPDFWinner
Expense Ratio0.18%0.69%
AUM$455.8B$22M
Dividend Yield0.41%0.00%
Holdings1082
YTD Return+17.46%+10.21%
1Y Return+26.02%-
3Y Return (annualized)+25.51%-
5Y Return (annualized)+15.12%-
Volatility (annualized)30.6%-
Max Drawdown-83.0%-4.4%
Fund FamilyInvesco (US)Tamarisk Capital Management, LLC
CategoryEquityEquity
InceptionMar 10, 1999Apr 14, 2026

QQQ vs SPDF Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Defender Risk Adaptive 500 ETF (SPDF) is a ETF from Tamarisk Capital Management, LLC. Year to date, QQQ is up 17.46% versus a gain of 10.21% for SPDF.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -83.0% for QQQ and -4.4% for SPDF. 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 SPDF charges 0.69%. On a $10,000 position that is $18 vs $69 annually, a gap of $51 per year that compounds over a long holding period. On income, QQQ currently yields 0.41% against 0.00% for SPDF.

Holdings Overlap

0.0%overlap

QQQ and SPDF share 0 holdings out of 105 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 SPDF?

QQQ has an expense ratio of 0.18% while SPDF charges 0.69%. QQQ is the cheaper option. On a $10,000 investment, that is $51 per year of difference.

What is the holdings overlap between QQQ and SPDF?

QQQ and SPDF share 0 common holdings with a 0.0% weight overlap. Combined, they hold 105 unique securities.

Which pays a higher dividend, QQQ or SPDF?

QQQ yields 0.41% while SPDF yields 0.00%, so QQQ currently pays the higher dividend yield.

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