QQQ vs TGRT

QQQ vs TGRT
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Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. TGRT offers more diversification with 347 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: TGRT

Side-by-Side Comparison

MetricQQQTGRTWinner
Expense Ratio0.18%0.38%
AUM$496.3B$1.6B
Dividend Yield0.44%0.08%
Holdings108347
YTD Return+16.64%+4.79%
1Y Return+27.27%+12.01%
3Y Return (annualized)+25.96%+22.15%
5Y Return (annualized)+14.54%-
Volatility (annualized)30.6%16.3%
Max Drawdown-83.0%-22.0%
Fund FamilyInvesco (US)T.Rowe Price
CategoryEquityEquity
InceptionMar 10, 1999Jun 14, 2023

QQQ vs TGRT Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and T. Rowe Price Growth ETF (TGRT) is a ETF from T.Rowe Price. Over the past year QQQ returned +27.27% while TGRT returned +12.01%. Year to date, QQQ is up 16.64% versus a gain of 4.79% for TGRT.

Over three years, QQQ compounded at +25.96% per year against +22.15% for TGRT. Across the full 3-year window we track, TGRT has the edge at +20.85% annualized vs +13.03%. 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 16.3% 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 -83.0% for QQQ and -22.0% for TGRT. 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 0.95. 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 0.08% for TGRT.

Holdings Overlap

43.9%overlap

QQQ and TGRT share 33 holdings out of 162 unique holdings combined, representing a 43.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in QQQWeight in TGRTDifference
NVDA8.44%15.42%6.98%
GOOGL3.36%10.80%7.44%
AAPL7.27%6.37%0.90%
MSFTProProPro
AVGOProProPro
MUProProPro
AMZNProProPro
METAProProPro
TSLAProProPro
LRCXProProPro
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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. On a $10,000 investment, that is $20 per year of difference.

Which performed better, QQQ or TGRT?

Over the past year QQQ returned +27.27% vs +12.01% for TGRT, so QQQ leads on 1-year performance. Over the longest common window we track (3 years), QQQ annualized +13.03% vs +20.85% for TGRT. Past performance does not guarantee future results.

Which is riskier, QQQ or TGRT?

QQQ has been the more volatile fund at 30.6% annualized versus 16.3% for TGRT. Worst drawdown: QQQ -83.0% 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. 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 TGRT?

QQQ and TGRT share 33 common holdings with a 43.9% weight overlap. Combined, they hold 162 unique securities.

Which pays a higher dividend, QQQ or TGRT?

QQQ yields 0.44% while TGRT yields 0.08%, so QQQ currently pays the higher dividend yield.

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