QQQ vs TGRW

QQQ vs TGRW
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Quick Verdict

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

Lower Fees: QQQHigher Returns: QQQMore Diversified: QQQ

Side-by-Side Comparison

MetricQQQTGRWWinner
Expense Ratio0.18%0.52%
AUM$496.3B$1.0B
Dividend Yield0.44%0.00%
Holdings10869
YTD Return+16.64%+2.87%
1Y Return+27.27%+9.89%
3Y Return (annualized)+25.96%+19.73%
5Y Return (annualized)+14.54%+7.12%
Volatility (annualized)30.6%20.1%
Max Drawdown-83.0%-43.3%
Fund FamilyInvesco (US)T.Rowe Price
CategoryEquityEquity
InceptionMar 10, 1999Aug 4, 2020

QQQ vs TGRW Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and T. Rowe Price Growth Stock ETF (TGRW) is a ETF from T.Rowe Price. Over the past year QQQ returned +27.27% while TGRW returned +9.89%. Year to date, QQQ is up 16.64% versus a gain of 2.87% for TGRW.

Over three years, QQQ compounded at +25.96% per year against +19.73% for TGRW; over five years the annualized figures are +14.54% and +7.12% respectively. Across the full 6-year window we track, QQQ has the edge at +13.03% annualized vs +10.99%. 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 20.1% for TGRW. 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 -43.3% for TGRW. 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 TGRW charges 0.52%. On a $10,000 position that is $18 vs $52 annually, a gap of $34 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 0.00% for TGRW.

Holdings Overlap

49.4%overlap

QQQ and TGRW share 26 holdings out of 145 unique holdings combined, representing a 49.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in QQQWeight in TGRWDifference
NVDA8.44%13.88%5.44%
GOOGL3.36%11.93%8.57%
AAPL7.27%5.86%1.41%
MSFTProProPro
AVGOProProPro
MUProProPro
AMDProProPro
AMZNProProPro
METAProProPro
TSLAProProPro
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Frequently Asked Questions

Which is cheaper, QQQ or TGRW?

QQQ has an expense ratio of 0.18% while TGRW charges 0.52%. QQQ is the cheaper option. On a $10,000 investment, that is $34 per year of difference.

Which performed better, QQQ or TGRW?

Over the past year QQQ returned +27.27% vs +9.89% for TGRW, so QQQ leads on 1-year performance. Over the longest common window we track (6 years), QQQ annualized +13.03% vs +10.99% for TGRW. Past performance does not guarantee future results.

Which is riskier, QQQ or TGRW?

QQQ has been the more volatile fund at 30.6% annualized versus 20.1% for TGRW. Worst drawdown: QQQ -83.0% vs TGRW -43.3%.

Should I hold both QQQ and TGRW?

QQQ and TGRW 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 TGRW?

QQQ and TGRW share 26 common holdings with a 49.4% weight overlap. Combined, they hold 145 unique securities.

Which pays a higher dividend, QQQ or TGRW?

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

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