QQQ vs TEKY

QQQ vs TEKY
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Quick Verdict

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

Lower Fees: QQQHigher Returns: TEKYMore Diversified: QQQ

Side-by-Side Comparison

MetricQQQTEKYWinner
Expense Ratio0.18%0.50%
AUM$496.3B-
Dividend Yield0.44%0.18%
Holdings10851
YTD Return+16.23%+15.86%
1Y Return+26.23%+26.28%
3Y Return (annualized)+25.75%-
5Y Return (annualized)+14.78%-
Volatility (annualized)30.6%28.4%
Max Drawdown-83.0%-21.4%
Fund FamilyInvesco (US)Lazard Asset Management
CategoryEquityEquity
InceptionMar 10, 1999Apr 4, 2025

QQQ vs TEKY Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Lazard Next Gen Technologies ETF (TEKY) is a ETF from Lazard Asset Management. Over the past year QQQ returned +26.23% while TEKY returned +26.28%. Year to date, QQQ is up 16.23% versus a gain of 15.86% for TEKY.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 28.4% for TEKY. 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 -21.4% for TEKY. 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 0.97. 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 TEKY charges 0.50%. On a $10,000 position that is $18 vs $50 annually, a gap of $32 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 0.18% for TEKY.

Holdings Overlap

31.8%overlap

QQQ and TEKY share 17 holdings out of 132 unique holdings combined, representing a 31.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in QQQWeight in TEKYDifference
NVDA8.44%5.60%2.84%
GOOGL3.36%5.65%2.29%
AMZN4.67%4.14%0.53%
AVGOProProPro
MSFTProProPro
AMDProProPro
CSCOProProPro
AMATProProPro
PLTRProProPro
PANWProProPro
FundXLS Pro
See the top 10 holdings QQQ shares with TEKY
Exact weights in each fund and the difference, for every position in this table.
Unlock FundXLS Pro$45/quarter Pro · Cancel anytime

Frequently Asked Questions

Which is cheaper, QQQ or TEKY?

QQQ has an expense ratio of 0.18% while TEKY charges 0.50%. QQQ is the cheaper option. On a $10,000 investment, that is $32 per year of difference.

Which performed better, QQQ or TEKY?

Over the past year QQQ returned +26.23% vs +26.28% for TEKY, so TEKY leads on 1-year performance. Over the longest common window we track (1 years), QQQ annualized +13.02% vs +50.39% for TEKY. Past performance does not guarantee future results.

Which is riskier, QQQ or TEKY?

QQQ has been the more volatile fund at 30.6% annualized versus 28.4% for TEKY. Worst drawdown: QQQ -83.0% vs TEKY -21.4%.

Should I hold both QQQ and TEKY?

QQQ and TEKY have a monthly-return correlation of 0.97, 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 TEKY?

QQQ and TEKY share 17 common holdings with a 31.8% weight overlap. Combined, they hold 132 unique securities.

Which pays a higher dividend, QQQ or TEKY?

QQQ yields 0.44% while TEKY yields 0.18%, so QQQ currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free