QQQ vs SPGP

QQQ vs SPGP

Which is better, QQQ or SPGP?

Large Cap Growth against Large Cap Blend.

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. SPGP is less concentrated, with 19.9% of the fund in its ten largest positions against 46.5%.

Lower Fees: QQQHigher Returns: QQQLess Concentrated: SPGP

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

MetricQQQSPGP
Expense Ratio0.18%Best0.36%
AUM$483.5B$2.2B
Dividend Yield0.44%0.81%
Holdings10777
YTD Return+17.95%Best+6.33%
1Y Return+21.77%Best+7.73%
3Y Return (annualized)+25.63%Best+10.41%
5Y Return (annualized)+15.24%Best+7.50%
Volatility (annualized)17.5%16.3%Best
Max Drawdown-35.1%Best-42.4%
$10,000 over 5 years$20,324Best$14,356
Top 10 Weight46.5%19.9%Best
Fund FamilyInvesco (US)Invesco (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionMar 10, 1999Jun 16, 2011

Volatility and max drawdown are measured over the window both funds cover: Jun 16, 2011 to Sep 18, 2026 (15.3 years).

QQQ vs SPGP 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 15.3 years both funds cover.

QQQ vs SPGP Performance

Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and Invesco S&P 500 GARP ETF (SPGP) is an ETF from Invesco (US). Over the past year QQQ returned +21.77% while SPGP returned +7.73%. Year to date, QQQ is up 17.95% versus a gain of 6.33% for SPGP.

Over three years, QQQ compounded at +25.63% per year against +10.41% for SPGP; over five years the annualized figures are +15.24% and +7.50% respectively. Across the full 15-year window we track, QQQ has the edge at +18.76% annualized vs +13.08%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 17.5% compared with 16.3% for SPGP. 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 -42.4% for SPGP. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.81. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

QQQ charges 0.18% per year while SPGP charges 0.36%. On a $10,000 position that is $18 vs $36 annually, a gap of $18 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 0.81% for SPGP.

Holdings Overlap

QQQ already in SPGP26.1%
SPGP already in QQQ22.0%

26.1% of QQQ's money is in holdings SPGP also owns. 22.0% of SPGP's money is in holdings QQQ also owns.

QQQ and SPGP share little of their money.

16 positions in common, counted across the 102 positions we hold weights for in QQQ and 76 in SPGP, against full books of 107 and 77.

What only one of them owns

Measured across the 102 and 76 positions we hold weights for.

QQQ holds 80 positions SPGP does not, 71.5% of the fund.

Largest: AAPL 7.27%, AMZN 4.67%, MU 4.43%, AMD 3.45%, GOOGL 3.36%

Top Shared Holdings

StockWeight in QQQWeight in SPGPDifference
NVDANvidia Corp8.44%2.35%6.09%
MSFTMicrosoft Corp5.76%1.22%4.54%
METAMeta Platforms Inc2.78%1.53%1.25%
GOOGAlphabet Inc3.13%1.14%1.99%
NFLXNetflix, Inc.1.37%1.17%0.20%
FTNTFortinet Inc0.53%1.55%1.02%
KLACKla Corp1.11%0.83%0.28%
APPAppLovin Corp. Com Cl A0.56%1.35%0.79%
ADBEAdobe Systems0.46%1.32%0.86%
ABNBAirbnb Inc0.28%1.49%1.21%

26.1% of QQQ is already inside SPGP.

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

QQQSPGP

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Frequently Asked Questions

Which is cheaper, QQQ or SPGP?

QQQ has an expense ratio of 0.18% while SPGP charges 0.36%. QQQ is the cheaper option, by $18 a year on a $10,000 investment.

Which performed better, QQQ or SPGP?

Over the past year QQQ returned +21.77% vs +7.73% for SPGP, so QQQ leads on 1-year performance. Over the longest common window we track (15 years), QQQ annualized +18.76% vs +13.08% for SPGP. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QQQ or SPGP?

QQQ has been the more volatile fund at 17.5% annualized versus 16.3% for SPGP. Worst drawdown: QQQ -35.1% vs SPGP -42.4%.

Should I hold both QQQ and SPGP?

QQQ and SPGP have a monthly-return correlation of 0.81, 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 SPGP?

26.1% of QQQ's money is in holdings SPGP also owns. 22.0% of SPGP's is in holdings QQQ also owns. They hold 16 positions in common, counted across the 102 positions we hold weights for in QQQ and 76 in SPGP.

Which pays a higher dividend, QQQ or SPGP?

QQQ yields 0.44% while SPGP yields 0.81%, so SPGP currently pays the higher dividend yield.

Is SPGP better than QQQ?

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. SPGP is less concentrated, with 19.9% 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.