QQQ vs TEK

Quick Verdict

QQQ has a lower expense ratio. TEK delivered stronger 1-year returns. QQQ offers more diversification with 103 holdings.

Lower Fees: QQQHigher Returns: TEKMore Diversified: QQQ

Side-by-Side Comparison

MetricQQQTEKWinner
Expense Ratio0.18%0.75%
AUM$455.8B$39M
Dividend Yield0.41%1.12%
Holdings10858
YTD Return+17.46%+27.35%
1Y Return+26.02%+33.75%
3Y Return (annualized)+25.51%-
5Y Return (annualized)+15.12%-
Volatility (annualized)30.6%31.1%
Max Drawdown-83.0%-28.2%
Fund FamilyInvesco (US)iShares by BlackRock (US)
CategoryEquityEquity
InceptionMar 10, 1999Oct 21, 2024

QQQ vs TEK Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and iShares Technology Opportunities Active ETF (TEK) is a ETF from iShares by BlackRock (US). Over the past year QQQ returned +26.02% while TEK returned +33.75%. Year to date, QQQ is up 17.46% versus a gain of 27.35% for TEK.

Risk: Volatility and Drawdowns

TEK has been the more volatile fund, with annualized monthly volatility of 31.1% 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 -28.2% for TEK. 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 0.98. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

QQQ charges 0.18% per year while TEK 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 0.41% against 1.12% for TEK.

Holdings Overlap

43.1%overlap

QQQ and TEK share 26 holdings out of 129 unique holdings combined, representing a 43.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in QQQWeight in TEKDifference
NVDA7.88%8.86%0.98%
AAPL7.46%5.56%1.90%
AVGO2.91%6.01%3.10%
AMDProProPro
MSFTProProPro
GOOGLProProPro
AMZNProProPro
MUProProPro
INTCProProPro
SPCXProProPro
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Frequently Asked Questions

Which is cheaper, QQQ or TEK?

QQQ has an expense ratio of 0.18% while TEK charges 0.75%. QQQ is the cheaper option. On a $10,000 investment, that is $57 per year of difference.

Which performed better, QQQ or TEK?

Over the past year QQQ returned +26.02% vs +33.75% for TEK, so TEK leads on 1-year performance. Over the longest common window we track (2 years), QQQ annualized +13.08% vs +27.81% for TEK. Past performance does not guarantee future results.

Which is riskier, QQQ or TEK?

TEK has been the more volatile fund at 31.1% annualized versus 30.6% for QQQ. Worst drawdown: QQQ -83.0% vs TEK -28.2%.

Should I hold both QQQ and TEK?

QQQ and TEK have a monthly-return correlation of 0.98, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between QQQ and TEK?

QQQ and TEK share 26 common holdings with a 43.1% weight overlap. Combined, they hold 129 unique securities.

Which pays a higher dividend, QQQ or TEK?

QQQ yields 0.41% while TEK yields 1.12%, so TEK currently pays the higher dividend yield.

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