QQQ vs TCHI

QQQ vs TCHI
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Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. TCHI offers more diversification with 196 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: TCHI

Side-by-Side Comparison

MetricQQQTCHIWinner
Expense Ratio0.18%0.59%
AUM$496.3B$46M
Dividend Yield0.44%2.36%
Holdings108196
YTD Return+16.23%-4.10%
1Y Return+26.23%+5.09%
3Y Return (annualized)+25.75%+13.78%
5Y Return (annualized)+14.78%-
Volatility (annualized)30.6%32.2%
Max Drawdown-83.0%-44.0%
Fund FamilyInvesco (US)iShares by BlackRock (US)
CategoryEquityEquity
InceptionMar 10, 1999Jan 25, 2022

QQQ vs TCHI Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and iShares MSCI China Multisector Tech ETF (TCHI) is a ETF from iShares by BlackRock (US). Over the past year QQQ returned +26.23% while TCHI returned +5.09%. Year to date, QQQ is up 16.23% versus a loss of 4.10% for TCHI.

Over three years, QQQ compounded at +25.75% per year against +13.78% for TCHI. Across the full 5-year window we track, QQQ has the edge at +13.02% annualized vs +0.33%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TCHI has been the more volatile fund, with annualized monthly volatility of 32.2% compared with 30.6% 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 -83.0% for QQQ and -44.0% for TCHI. 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 0.31. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

QQQ charges 0.18% per year while TCHI charges 0.59%. On a $10,000 position that is $18 vs $59 annually, a gap of $41 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 2.36% for TCHI.

Holdings Overlap

0.3%overlap

QQQ and TCHI share 1 holdings out of 291 unique holdings combined, representing a 0.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in QQQWeight in TCHIDifference
PDD:IE0.27%3.80%3.53%

Frequently Asked Questions

Which is cheaper, QQQ or TCHI?

QQQ has an expense ratio of 0.18% while TCHI charges 0.59%. QQQ is the cheaper option. On a $10,000 investment, that is $41 per year of difference.

Which performed better, QQQ or TCHI?

Over the past year QQQ returned +26.23% vs +5.09% for TCHI, so QQQ leads on 1-year performance. Over the longest common window we track (5 years), QQQ annualized +13.02% vs +0.33% for TCHI. Past performance does not guarantee future results.

Which is riskier, QQQ or TCHI?

TCHI has been the more volatile fund at 32.2% annualized versus 30.6% for QQQ. Worst drawdown: QQQ -83.0% vs TCHI -44.0%.

Should I hold both QQQ and TCHI?

QQQ and TCHI have a monthly-return correlation of 0.31, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and TCHI?

QQQ and TCHI share 1 common holdings with a 0.3% weight overlap. Combined, they hold 291 unique securities.

Which pays a higher dividend, QQQ or TCHI?

QQQ yields 0.44% while TCHI yields 2.36%, so TCHI currently pays the higher dividend yield.

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