QQQ vs TALV

QQQ vs TALV
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Quick Verdict

QQQ has a lower expense ratio. QQQ offers more diversification with 108 holdings.

Lower Fees: QQQHigher Returns: TiedMore Diversified: QQQ

Side-by-Side Comparison

MetricQQQTALVWinner
Expense Ratio0.18%0.49%
AUM$496.3B$180M
Dividend Yield0.44%0.44%
Holdings10871
YTD Return+16.64%+16.25%
1Y Return+27.27%-
3Y Return (annualized)+25.96%-
5Y Return (annualized)+14.54%-
Volatility (annualized)30.6%-
Max Drawdown-83.0%-7.4%
Fund FamilyInvesco (US)Transamerica
CategoryEquityEquity
InceptionMar 10, 1999Dec 15, 2025

QQQ vs TALV Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Transamerica Large Value Active ETF (TALV) is a ETF from Transamerica. Year to date, QQQ is up 16.64% versus a gain of 16.25% for TALV.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -83.0% for QQQ and -7.4% for TALV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

QQQ charges 0.18% per year while TALV charges 0.49%. On a $10,000 position that is $18 vs $49 annually, a gap of $31 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 0.44% for TALV.

Holdings Overlap

24.3%overlap

QQQ and TALV share 15 holdings out of 157 unique holdings combined, representing a 24.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in QQQWeight in TALVDifference
AAPL7.27%4.23%3.04%
AMZN4.67%5.12%0.45%
MSFT5.76%3.86%1.90%
MUProProPro
CSCOProProPro
GOOGLProProPro
AVGOProProPro
METAProProPro
LINProProPro
CSXProProPro
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Frequently Asked Questions

Which is cheaper, QQQ or TALV?

QQQ has an expense ratio of 0.18% while TALV charges 0.49%. QQQ is the cheaper option. On a $10,000 investment, that is $31 per year of difference.

What is the holdings overlap between QQQ and TALV?

QQQ and TALV share 15 common holdings with a 24.3% weight overlap. Combined, they hold 157 unique securities.

Which pays a higher dividend, QQQ or TALV?

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

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