QQQ vs SPVU

QQQ vs SPVU

Which is better, QQQ or SPVU?

Large Cap Growth against Large Cap Value.

SPVU has a lower expense ratio. QQQ led over 1Y and the full window. SPVU is less concentrated, with 41.4% of the fund in its ten largest positions against 46.5%.

Lower Fees: SPVUHigher Returns: QQQLess Concentrated: SPVU

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

MetricQQQSPVU
Expense Ratio0.18%0.13%Best
AUM$483.5B$111M
Dividend Yield0.44%2.46%
Holdings107101
Volatility (annualized)18.2%Best20.1%
Max Drawdown-35.1%Best-51.7%
$10,000 over 10.4 years$59,209Best$30,963
Top 10 Weight46.5%41.4%Best
Fund FamilyInvesco (US)Invesco (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Value
InceptionMar 10, 1999Oct 9, 2015

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized).

The two price series end 210 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. QQQ has data through Sep 18, 2026 and SPVU through Feb 20, 2026.

Volatility and max drawdown, and the $10,000 over 10.4 years row, are measured over the window both funds cover: Oct 9, 2015 to Feb 20, 2026 (10.4 years).

Risk: Volatility and Drawdowns

SPVU has been the more volatile fund, with annualized monthly volatility of 20.1% compared with 18.2% for QQQ. 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 -51.7% for SPVU. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.58. They move together some of the time, and apart the rest.

Fees and Cost Over Time

QQQ charges 0.18% per year while SPVU charges 0.13%. On a $10,000 position that is $18 vs $13 annually, a gap of $5 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 2.46% for SPVU.

Holdings Overlap

QQQ already in SPVU1.3%
SPVU already in QQQ5.1%

1.3% of QQQ's money is in holdings SPVU also owns. 5.1% of SPVU's money is in holdings QQQ also owns.

SPVU and QQQ share little of their money.

The two holdings books were reported 309 days apart, QQQ as of Aug 5, 2026 and SPVU as of Sep 30, 2025, so some of the difference between them is the time between the two reports rather than the funds.

5 positions in common, counted across the 102 positions we hold weights for in QQQ and 100 in SPVU, against full books of 107 and 101.

What only one of them owns

Our book lists 94 positions for SPVU that do not appear in our book for QQQ (94.5% of the fund), and 91 for QQQ that do not appear in SPVU (96.3%).

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 SPVUDifference
CMCSAComcast Corp-class A Cmcsa0.39%2.64%2.25%
EXCExelon0.21%0.72%0.51%
WBDWarner Bros. Discovery, Inc0.29%0.57%0.28%
FANGDiamondback Energy, Inc.0.23%0.60%0.37%
KHCKraft Heinz Co.0.13%0.54%0.41%

You are not choosing between two funds in isolation.

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

QQQSPVU

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QQQ or SPVU?

QQQ has an expense ratio of 0.18% while SPVU charges 0.13%. SPVU is the cheaper option, by $5 a year on a $10,000 investment.

Which is riskier, QQQ or SPVU?

SPVU has been the more volatile fund at 20.1% annualized versus 18.2% for QQQ. Worst drawdown: QQQ -35.1% vs SPVU -51.7%.

Should I hold both QQQ and SPVU?

QQQ and SPVU have a monthly-return correlation of 0.58, 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 SPVU?

5.1% of SPVU's money is in holdings QQQ also owns. 5.1% of SPVU's is in holdings QQQ also owns. They hold 5 positions in common, counted across the 102 positions we hold weights for in QQQ and 100 in SPVU.

Which pays a higher dividend, QQQ or SPVU?

QQQ yields 0.44% while SPVU yields 2.46%, so SPVU currently pays the higher dividend yield.

Is SPVU better than QQQ?

SPVU has a lower expense ratio. QQQ led over 1Y and the full window. SPVU is less concentrated, with 41.4% 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.