QQQ vs SUPP

QQQ vs SUPP

Which is better, QQQ or SUPP?

Large Cap Growth against Large Cap Blend.

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y and the full window. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 60.2%.

Lower Fees: QQQHigher Returns: QQQLess Concentrated: QQQ

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

MetricQQQSUPP
Expense Ratio0.18%Best0.75%
AUM$486.1B$12M
Dividend Yield0.44%0.32%
Holdings10730
YTD Return+17.44%Best+11.46%
1Y Return+24.69%Best+14.39%
3Y Return (annualized)+24.76%Best+16.04%
5Y Return (annualized)+14.22%-
Volatility (annualized)17.3%Best19.2%
Max Drawdown-22.8%Best-25.3%
$10,000 over 3.6 years$24,415Best$16,088
Top 10 Weight46.5%Best60.2%
Fund FamilyInvesco (US)TCW ETFs
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionMar 10, 1999Feb 14, 2023

Volatility and max drawdown, and the $10,000 over 3.6 years row, are measured over the window both funds cover: Feb 16, 2023 to Sep 8, 2026 (3.6 years).

QQQ vs SUPP 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 3.6 years both funds cover.

QQQ vs SUPP Performance

Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and TCW Transform Supply Chain ETF (SUPP) is an ETF from TCW ETFs. Over the past year QQQ returned +24.69% while SUPP returned +14.39%. Year to date, QQQ is up 17.44% versus a gain of 11.46% for SUPP.

Over three years, QQQ compounded at +24.76% per year against +16.04% for SUPP. Across the full 4-year window we track, QQQ has the edge at +28.14% annualized vs +14.12%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SUPP has been the more volatile fund, with annualized monthly volatility of 19.2% compared with 17.3% 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 -22.8% for QQQ and -25.3% for SUPP. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.74. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

QQQ charges 0.18% per year while SUPP charges 0.75%. On a $10,000 position that is $18 vs $75 annually, a gap of $57 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 0.32% for SUPP.

Holdings Overlap

QQQ already in SUPP19.4%
SUPP already in QQQ30.1%

19.4% of QQQ's money is in holdings SUPP also owns. 30.1% of SUPP's money is in holdings QQQ also owns.

The two portfolios partly overlap.

7 positions in common, counted across the 102 positions we hold weights for in QQQ and 27 in SUPP, against full books of 107 and 30.

What only one of them owns

Our book lists 14 positions for SUPP that do not appear in our book for QQQ (50.2% of the fund), and 88 for QQQ that do not appear in SUPP (78.1%).

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 SUPPDifference
NVDANvidia Corp.8.44%8.15%0.29%
AMZNAmazon.Com Inc4.67%5.14%0.47%
LRCXLam Research Corp1.69%6.03%4.34%
ASML:ASAsml Holding Nv Unsponsored Adr Ordinary Shares0.68%5.10%4.42%
AVGOBroadcom Inc3.16%2.08%1.08%
CSXCsx Corp - Common Sr 90.42%2.17%1.75%
ORLYO'reilly Automotive, Inc.0.34%1.42%1.08%

30.1% of SUPP is already inside QQQ.

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

QQQSUPP

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QQQ or SUPP?

QQQ has an expense ratio of 0.18% while SUPP charges 0.75%. QQQ is the cheaper option, by $57 a year on a $10,000 investment.

Which performed better, QQQ or SUPP?

Over the past year QQQ returned +24.69% vs +14.39% for SUPP, so QQQ leads on 1-year performance. Over the longest common window we track (4 years), QQQ annualized +28.14% vs +14.12% for SUPP. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QQQ or SUPP?

SUPP has been the more volatile fund at 19.2% annualized versus 17.3% for QQQ. Worst drawdown: QQQ -22.8% vs SUPP -25.3%.

Should I hold both QQQ and SUPP?

QQQ and SUPP have a monthly-return correlation of 0.74, 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 SUPP?

30.1% of SUPP's money is in holdings QQQ also owns. 30.1% of SUPP's is in holdings QQQ also owns. They hold 7 positions in common, counted across the 102 positions we hold weights for in QQQ and 27 in SUPP.

Which pays a higher dividend, QQQ or SUPP?

QQQ yields 0.44% while SUPP yields 0.32%, so QQQ currently pays the higher dividend yield.

Is SUPP better than QQQ?

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y and the full window. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 60.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.