QQQ vs SRHQ
Invesco QQQ Trust, Series 1 vs SRH US Quality GARP ETF
Quick Verdict
QQQ has a lower expense ratio. SRHQ delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.
Side-by-Side Comparison
| Metric | QQQ | SRHQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.35% | |
| AUM | $496.3B | $224M | |
| Dividend Yield | 0.44% | 0.69% | |
| Holdings | 108 | 80 | |
| YTD Return | +16.64% | +26.14% | |
| 1Y Return | +27.27% | +33.57% | |
| 3Y Return (annualized) | +25.96% | +20.62% | |
| 5Y Return (annualized) | +14.54% | - | |
| Volatility (annualized) | 30.6% | 13.5% | |
| Max Drawdown | -83.0% | -18.5% | |
| Fund Family | Invesco (US) | SRH Funds | |
| Category | Equity | Equity | |
| Inception | Mar 10, 1999 | Oct 4, 2022 |
QQQ vs SRHQ Performance
Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and SRH US Quality GARP ETF (SRHQ) is a ETF from SRH Funds. Over the past year QQQ returned +27.27% while SRHQ returned +33.57%. Year to date, QQQ is up 16.64% versus a gain of 26.14% for SRHQ.
Over three years, QQQ compounded at +25.96% per year against +20.62% for SRHQ. Across the full 4-year window we track, SRHQ has the edge at +19.71% annualized vs +13.03%. 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 13.5% for SRHQ. 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 -18.5% for SRHQ. 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 0.58. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
QQQ charges 0.18% per year while SRHQ charges 0.35%. On a $10,000 position that is $18 vs $35 annually, a gap of $17 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 0.69% for SRHQ.
Holdings Overlap
QQQ and SRHQ share 6 holdings out of 177 unique holdings combined, representing a 2.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, QQQ or SRHQ?
QQQ has an expense ratio of 0.18% while SRHQ charges 0.35%. QQQ is the cheaper option. On a $10,000 investment, that is $17 per year of difference.
Which performed better, QQQ or SRHQ?
Over the past year QQQ returned +27.27% vs +33.57% for SRHQ, so SRHQ leads on 1-year performance. Over the longest common window we track (4 years), QQQ annualized +13.03% vs +19.71% for SRHQ. Past performance does not guarantee future results.
Which is riskier, QQQ or SRHQ?
QQQ has been the more volatile fund at 30.6% annualized versus 13.5% for SRHQ. Worst drawdown: QQQ -83.0% vs SRHQ -18.5%.
Should I hold both QQQ and SRHQ?
QQQ and SRHQ have a monthly-return correlation of 0.58, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between QQQ and SRHQ?
QQQ and SRHQ share 6 common holdings with a 2.8% weight overlap. Combined, they hold 177 unique securities.
Which pays a higher dividend, QQQ or SRHQ?
QQQ yields 0.44% while SRHQ yields 0.69%, so SRHQ currently pays the higher dividend yield.
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