QQQ vs STXV

QQQ vs STXV

Which is better, QQQ or STXV?

Large Cap Growth against Large Cap Value.

QQQ led over 3Y and the full window, STXV over 1Y.

Lower Fees: TiedHigher Returns: split

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

MetricQQQSTXV
Expense Ratio0.18%Tie0.18%Tie
AUM$437.3B$74M
Dividend Yield0.43%2.06%
Holdings2081,415
YTD Return+12.98%+20.98%Best
1Y Return+11.59%+25.41%Best
3Y Return (annualized)+23.05%Best+21.15%
5Y Return (annualized)+12.74%-
Volatility (annualized)18.4%12.7%Best
Max Drawdown-22.8%-14.8%Best
$10,000 over 4 years$24,910Best$17,466
Fund FamilyInvesco (US)Strive Asset Management
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Value
InceptionMar 10, 1999Nov 9, 2022

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 4 years row, are measured over the window both funds cover: Nov 17, 2022 to Nov 11, 2026 (4 years).

QQQ vs STXV 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 4 years both funds cover.

QQQ vs STXV Performance

Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and STRIVE 1000 VALUE ETF (STXV) is an ETF from Strive Asset Management. Over the past year QQQ returned +11.59% while STXV returned +25.41%. Year to date, QQQ is up 12.98% versus a gain of 20.98% for STXV.

Over three years, QQQ compounded at +23.05% per year against +21.15% for STXV. Across the full 4-year window we track, QQQ has the edge at +25.63% annualized vs +14.96%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 18.4% compared with 12.7% for STXV. 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 -22.8% for QQQ and -14.8% for STXV. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.32. They move together some of the time, and apart the rest.

Fees and Cost Over Time

QQQ charges 0.18% per year while STXV charges 0.18%. On a $10,000 position that is $18 vs $18 annually. On income, QQQ currently yields 0.43% against 2.06% for STXV.

You are not choosing between two funds in isolation.

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

QQQSTXV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QQQ or STXV?

QQQ has an expense ratio of 0.18% while STXV charges 0.18%. At the precision these are quoted to, they cost the same.

Which performed better, QQQ or STXV?

Over the past year QQQ returned +11.59% vs +25.41% for STXV, so STXV leads on 1-year performance. Over the longest common window we track (4 years), QQQ annualized +25.63% vs +14.96% for STXV. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QQQ or STXV?

QQQ has been the more volatile fund at 18.4% annualized versus 12.7% for STXV. Worst drawdown: QQQ -22.8% vs STXV -14.8%.

Should I hold both QQQ and STXV?

QQQ and STXV have a monthly-return correlation of 0.32, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, QQQ or STXV?

QQQ yields 0.43% while STXV yields 2.06%, so STXV currently pays the higher dividend yield.

Is STXV better than QQQ?

QQQ led over 3Y and the full window, STXV over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.