QQQ vs TGRT

QQQ vs TGRT

Which is better, QQQ or TGRT?

Large Cap Growth against Large Cap Blend.

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.95. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 56.5%.

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

MetricQQQTGRT
Expense Ratio0.18%Best0.38%
AUM$483.5B$1.6B
Dividend Yield0.44%0.07%
Holdings10794
YTD Return+15.94%Best+3.47%
1Y Return+20.44%Best+5.20%
3Y Return (annualized)+24.86%Best+20.95%
5Y Return (annualized)+14.26%-
Volatility (annualized)17.3%16.2%Best
Max Drawdown-22.8%-22.0%Best
$10,000 over 3.2 years$19,315Best$17,884
Top 10 Weight46.5%Best56.5%
Fund FamilyInvesco (US)T.Rowe Price
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionMar 10, 1999Jun 14, 2023

Volatility and max drawdown, and the $10,000 over 3.2 years row, are measured over the window both funds cover: Jun 15, 2023 to Sep 14, 2026 (3.2 years).

QQQ vs TGRT 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 3.2 years both funds cover.

QQQ vs TGRT Performance

Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and T. Rowe Price Growth ETF (TGRT) is an ETF from T.Rowe Price. Over the past year QQQ returned +20.44% while TGRT returned +5.20%. Year to date, QQQ is up 15.94% versus a gain of 3.47% for TGRT.

Over three years, QQQ compounded at +24.86% per year against +20.95% for TGRT.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 17.3% compared with 16.2% for TGRT. 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 -22.8% for QQQ and -22.0% for TGRT. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.95. 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 TGRT charges 0.38%. On a $10,000 position that is $18 vs $38 annually, a gap of $20 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 0.07% for TGRT.

Holdings Overlap

QQQ already in TGRT61.3%
TGRT already in QQQ62.9%

61.3% of QQQ's money is in holdings TGRT also owns. 62.9% of TGRT's money is in holdings QQQ also owns.

The two portfolios partly overlap.

33 positions in common, counted across the 102 positions we hold weights for in QQQ and 94 in TGRT, against full books of 107 and 94.

What only one of them owns

Our book lists 54 positions for TGRT that do not appear in our book for QQQ (30.4% of the fund), and 65 for QQQ that do not appear in TGRT (37.7%).

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 TGRTDifference
NVDANvidia Corp8.44%15.70%7.26%
GOOGLAlphabet Inc,class A3.36%10.62%7.26%
AAPLApple, Inc7.27%6.53%0.74%
MSFTMicrosoft Corp5.76%5.09%0.67%
AVGOBroadcom Inc3.16%5.18%2.02%
MUMicron Technology, Inc.4.43%2.38%2.05%
AMZNAmazon.Com Inc4.67%1.26%3.41%
METAMeta Platforms Inc2.78%2.89%0.11%
TSLATesla Inc2.56%1.36%1.20%
PLTRPalantir Technologies Inc1.60%0.95%0.65%

62.9% of TGRT is already inside QQQ.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

QQQTGRT

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QQQ or TGRT?

QQQ has an expense ratio of 0.18% while TGRT charges 0.38%. QQQ is the cheaper option, by $20 a year on a $10,000 investment.

Which performed better, QQQ or TGRT?

Over the past year QQQ returned +20.44% vs +5.20% for TGRT, so QQQ leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QQQ or TGRT?

QQQ has been the more volatile fund at 17.3% annualized versus 16.2% for TGRT. Worst drawdown: QQQ -22.8% vs TGRT -22.0%.

Should I hold both QQQ and TGRT?

QQQ and TGRT have a monthly-return correlation of 0.95, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between QQQ and TGRT?

62.9% of TGRT's money is in holdings QQQ also owns. 62.9% of TGRT's is in holdings QQQ also owns. They hold 33 positions in common, counted across the 102 positions we hold weights for in QQQ and 94 in TGRT.

Which pays a higher dividend, QQQ or TGRT?

QQQ yields 0.44% while TGRT yields 0.07%, so QQQ currently pays the higher dividend yield.

Is TGRT better than QQQ?

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.95. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 56.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.