QQQ vs SXQG

QQQ vs SXQG
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Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: QQQ

Side-by-Side Comparison

MetricQQQSXQGWinner
Expense Ratio0.18%0.55%
AUM$496.3B$65M
Dividend Yield0.44%0.01%
Holdings10894
YTD Return+16.30%+2.84%
1Y Return+24.83%+1.32%
3Y Return (annualized)+25.48%+11.78%
5Y Return (annualized)+14.50%+4.87%
Volatility (annualized)30.6%16.7%
Max Drawdown-83.0%-34.0%
Fund FamilyInvesco (US)6 Meridian ETF
CategoryEquityEquity
InceptionMar 10, 1999May 10, 2021

QQQ vs SXQG Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and ETC 6 Meridian Quality Growth ETF (SXQG) is a ETF from 6 Meridian ETF. Over the past year QQQ returned +24.83% while SXQG returned +1.32%. Year to date, QQQ is up 16.30% versus a gain of 2.84% for SXQG.

Over three years, QQQ compounded at +25.48% per year against +11.78% for SXQG; over five years the annualized figures are +14.50% and +4.87% respectively. Across the full 5-year window we track, QQQ has the edge at +13.01% annualized vs +6.45%. 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 16.7% for SXQG. 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 -34.0% for SXQG. 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 0.86. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

QQQ charges 0.18% per year while SXQG charges 0.55%. On a $10,000 position that is $18 vs $55 annually, a gap of $37 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 0.01% for SXQG.

Holdings Overlap

29.6%overlap

QQQ and SXQG share 19 holdings out of 176 unique holdings combined, representing a 29.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in QQQWeight in SXQGDifference
NVDA8.44%5.42%3.02%
AAPL7.27%5.41%1.86%
MSFT5.76%4.46%1.30%
GOOGLProProPro
WMTProProPro
COSTProProPro
PLTRProProPro
NFLXProProPro
ISRGProProPro
APPProProPro
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Frequently Asked Questions

Which is cheaper, QQQ or SXQG?

QQQ has an expense ratio of 0.18% while SXQG charges 0.55%. QQQ is the cheaper option. On a $10,000 investment, that is $37 per year of difference.

Which performed better, QQQ or SXQG?

Over the past year QQQ returned +24.83% vs +1.32% for SXQG, so QQQ leads on 1-year performance. Over the longest common window we track (5 years), QQQ annualized +13.01% vs +6.45% for SXQG. Past performance does not guarantee future results.

Which is riskier, QQQ or SXQG?

QQQ has been the more volatile fund at 30.6% annualized versus 16.7% for SXQG. Worst drawdown: QQQ -83.0% vs SXQG -34.0%.

Should I hold both QQQ and SXQG?

QQQ and SXQG have a monthly-return correlation of 0.86, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and SXQG?

QQQ and SXQG share 19 common holdings with a 29.6% weight overlap. Combined, they hold 176 unique securities.

Which pays a higher dividend, QQQ or SXQG?

QQQ yields 0.44% while SXQG yields 0.01%, so QQQ currently pays the higher dividend yield.

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