QQQ vs TFPN

QQQ vs TFPN
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Quick Verdict

QQQ has a lower expense ratio. TFPN delivered stronger 1-year returns. TFPN offers more diversification with 423 holdings.

Lower Fees: QQQHigher Returns: TFPNMore Diversified: TFPN

Side-by-Side Comparison

MetricQQQTFPNWinner
Expense Ratio0.18%1.13%
AUM$496.3B$159M
Dividend Yield0.44%0.00%
Holdings108423
YTD Return+16.64%+15.65%
1Y Return+27.27%+29.46%
3Y Return (annualized)+25.96%+7.39%
5Y Return (annualized)+14.54%-
Volatility (annualized)30.6%13.4%
Max Drawdown-83.0%-16.7%
Fund FamilyInvesco (US)Blueprint fund management
CategoryEquityAlternative
InceptionMar 10, 1999Jul 11, 2023

QQQ vs TFPN Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Blueprint Chesapeake Multi-Asset Trend ETF (TFPN) is a ETF from Blueprint fund management. Over the past year QQQ returned +27.27% while TFPN returned +29.46%. Year to date, QQQ is up 16.64% versus a gain of 15.65% for TFPN.

Over three years, QQQ compounded at +25.96% per year against +7.39% for TFPN. Across the full 3-year window we track, QQQ has the edge at +13.03% annualized vs +6.77%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 13.4% for TFPN. 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 -16.7% for TFPN. 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 0.56. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

QQQ charges 0.18% per year while TFPN charges 1.13%. On a $10,000 position that is $18 vs $113 annually, a gap of $95 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 0.00% for TFPN.

Holdings Overlap

9.2%overlap

QQQ and TFPN share 28 holdings out of 304 unique holdings combined, representing a 9.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in QQQWeight in TFPNDifference
NVDA8.44%0.76%7.68%
MU4.43%2.28%2.15%
MSFT5.76%-0.09%5.85%
AMDProProPro
WDCProProPro
LITEProProPro
LRCXProProPro
KLACProProPro
LINProProPro
NFLXProProPro
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Frequently Asked Questions

Which is cheaper, QQQ or TFPN?

QQQ has an expense ratio of 0.18% while TFPN charges 1.13%. QQQ is the cheaper option. On a $10,000 investment, that is $95 per year of difference.

Which performed better, QQQ or TFPN?

Over the past year QQQ returned +27.27% vs +29.46% for TFPN, so TFPN leads on 1-year performance. Over the longest common window we track (3 years), QQQ annualized +13.03% vs +6.77% for TFPN. Past performance does not guarantee future results.

Which is riskier, QQQ or TFPN?

QQQ has been the more volatile fund at 30.6% annualized versus 13.4% for TFPN. Worst drawdown: QQQ -83.0% vs TFPN -16.7%.

Should I hold both QQQ and TFPN?

QQQ and TFPN have a monthly-return correlation of 0.56, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and TFPN?

QQQ and TFPN share 28 common holdings with a 9.2% weight overlap. Combined, they hold 304 unique securities.

Which pays a higher dividend, QQQ or TFPN?

QQQ yields 0.44% while TFPN yields 0.00%, so QQQ currently pays the higher dividend yield.

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