QQQ vs TEKX

QQQ vs TEKX
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Quick Verdict

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

Lower Fees: QQQHigher Returns: TEKXMore Diversified: QQQ

Side-by-Side Comparison

MetricQQQTEKXWinner
Expense Ratio0.18%0.65%
AUM$496.3B$17M
Dividend Yield0.44%0.22%
Holdings10835
YTD Return+16.23%+52.09%
1Y Return+26.23%+95.59%
3Y Return (annualized)+25.75%-
5Y Return (annualized)+14.78%-
Volatility (annualized)30.6%47.5%
Max Drawdown-83.0%-43.8%
Fund FamilyInvesco (US)SPDR State Street Global Advisors
CategoryEquityEquity
InceptionMar 10, 1999Sep 9, 2024

QQQ vs TEKX Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and State Street Galaxy Transformative Tech Accelerators ETF (TEKX) is a ETF from SPDR State Street Global Advisors. Over the past year QQQ returned +26.23% while TEKX returned +95.59%. Year to date, QQQ is up 16.23% versus a gain of 52.09% for TEKX.

Risk: Volatility and Drawdowns

TEKX has been the more volatile fund, with annualized monthly volatility of 47.5% 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 -43.8% for TEKX. 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 TEKX charges 0.65%. On a $10,000 position that is $18 vs $65 annually, a gap of $47 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 0.22% for TEKX.

Holdings Overlap

16.1%overlap

QQQ and TEKX share 7 holdings out of 130 unique holdings combined, representing a 16.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in QQQWeight in TEKXDifference
NVDA8.44%5.30%3.14%
MSFT5.76%5.65%0.11%
MU4.43%1.72%2.71%
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Frequently Asked Questions

Which is cheaper, QQQ or TEKX?

QQQ has an expense ratio of 0.18% while TEKX charges 0.65%. QQQ is the cheaper option. On a $10,000 investment, that is $47 per year of difference.

Which performed better, QQQ or TEKX?

Over the past year QQQ returned +26.23% vs +95.59% for TEKX, so TEKX leads on 1-year performance. Over the longest common window we track (2 years), QQQ annualized +13.02% vs +66.30% for TEKX. Past performance does not guarantee future results.

Which is riskier, QQQ or TEKX?

TEKX has been the more volatile fund at 47.5% annualized versus 30.6% for QQQ. Worst drawdown: QQQ -83.0% vs TEKX -43.8%.

Should I hold both QQQ and TEKX?

QQQ and TEKX 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 TEKX?

QQQ and TEKX share 7 common holdings with a 16.1% weight overlap. Combined, they hold 130 unique securities.

Which pays a higher dividend, QQQ or TEKX?

QQQ yields 0.44% while TEKX yields 0.22%, so QQQ currently pays the higher dividend yield.

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