QQQ vs TFNS

QQQ vs TFNS

Which is better, QQQ or TFNS?

Large Cap Growth against Large Cap Value.

QQQ has a lower expense ratio. QQQ led over 1Y and the full window. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 49.5%.

Lower Fees: QQQHigher Returns: QQQLess Concentrated: QQQ

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricQQQTFNS
Expense Ratio0.18%Best0.44%
AUM$483.5B$19M
Dividend Yield0.44%0.46%
Holdings10784
YTD Return+16.87%Best+6.58%
1Y Return+22.98%Best+10.75%
3Y Return (annualized)+24.98%-
5Y Return (annualized)+14.39%-
Volatility (annualized)19.8%11.6%Best
Max Drawdown-12.0%Best-14.0%
$10,000 over 1.2 years$13,321Best$11,729
Top 10 Weight46.5%Best49.5%
Fund FamilyInvesco (US)T.Rowe Price
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Value
InceptionMar 10, 1999Jun 11, 2025

Volatility and max drawdown, and the $10,000 over 1.2 years row, are measured over the window both funds cover: Jun 12, 2025 to Sep 11, 2026 (1.2 years).

QQQ vs TFNS growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.2 years both funds cover.

QQQ vs TFNS Performance

Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and T. Rowe Price Financials ETF (TFNS) is an ETF from T.Rowe Price. Over the past year QQQ returned +22.98% while TFNS returned +10.75%. Year to date, QQQ is up 16.87% versus a gain of 6.58% for TFNS.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 19.8% compared with 11.6% for TFNS. 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 -12.0% for QQQ and -14.0% for TFNS. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.10. They move largely independently of each other.

Fees and Cost Over Time

QQQ charges 0.18% per year while TFNS charges 0.44%. On a $10,000 position that is $18 vs $44 annually, a gap of $26 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 0.46% for TFNS.

Holdings Overlap

QQQ already in TFNS0.2%
TFNS already in QQQ0.9%

0.2% of QQQ's money is in holdings TFNS also owns. 0.9% of TFNS's money is in holdings QQQ also owns.

We cannot see either book well enough to say how much of this pair is duplicated.

1 positions in common, counted across the 102 positions we hold weights for in QQQ and 83 in TFNS, against full books of 107 and 84.

What only one of them owns

Our book lists 77 positions for TFNS that do not appear in our book for QQQ (93.5% of the fund), and 94 for QQQ that do not appear in TFNS (96.8%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in QQQWeight in TFNSDifference
PYPLPaypal Holdings Inc0.22%0.88%0.66%

You are not choosing between two funds in isolation.

Whichever of QQQ and TFNS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

QQQTFNS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QQQ or TFNS?

QQQ has an expense ratio of 0.18% while TFNS charges 0.44%. QQQ is the cheaper option, by $26 a year on a $10,000 investment.

Which performed better, QQQ or TFNS?

Over the past year QQQ returned +22.98% vs +10.75% for TFNS, so QQQ leads on 1-year performance. Over the longest common window we track (1 years), QQQ annualized +26.99% vs +14.21% for TFNS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QQQ or TFNS?

QQQ has been the more volatile fund at 19.8% annualized versus 11.6% for TFNS. Worst drawdown: QQQ -12.0% vs TFNS -14.0%.

Should I hold both QQQ and TFNS?

QQQ and TFNS have a monthly-return correlation of 0.10, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, QQQ or TFNS?

QQQ yields 0.44% while TFNS yields 0.46%, so TFNS currently pays the higher dividend yield.

Is TFNS better than QQQ?

QQQ has a lower expense ratio. QQQ led over 1Y and the full window. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 49.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.