QQQ vs THIR

QQQ vs THIR
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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

MetricQQQTHIRWinner
Expense Ratio0.18%0.69%
AUM$496.3B$206M
Dividend Yield0.44%0.34%
Holdings1082
YTD Return+16.23%+5.00%
1Y Return+26.23%+14.05%
3Y Return (annualized)+25.75%-
5Y Return (annualized)+14.78%-
Volatility (annualized)30.6%12.3%
Max Drawdown-83.0%-10.1%
Fund FamilyInvesco (US)Thor Financial Technologies
CategoryEquityEquity
InceptionMar 10, 1999Sep 23, 2024

QQQ vs THIR Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and THOR Index Rotation ETF (THIR) is a ETF from Thor Financial Technologies. Over the past year QQQ returned +26.23% while THIR returned +14.05%. Year to date, QQQ is up 16.23% versus a gain of 5.00% for THIR.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 12.3% for THIR. 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 -10.1% for THIR. 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 0.81. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

QQQ charges 0.18% per year while THIR charges 0.69%. On a $10,000 position that is $18 vs $69 annually, a gap of $51 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 0.34% for THIR.

Holdings Overlap

0.0%overlap

QQQ and THIR share 0 holdings out of 106 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, QQQ or THIR?

QQQ has an expense ratio of 0.18% while THIR charges 0.69%. QQQ is the cheaper option. On a $10,000 investment, that is $51 per year of difference.

Which performed better, QQQ or THIR?

Over the past year QQQ returned +26.23% vs +14.05% for THIR, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), QQQ annualized +13.02% vs +17.81% for THIR. Past performance does not guarantee future results.

Which is riskier, QQQ or THIR?

QQQ has been the more volatile fund at 30.6% annualized versus 12.3% for THIR. Worst drawdown: QQQ -83.0% vs THIR -10.1%.

Should I hold both QQQ and THIR?

QQQ and THIR have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and THIR?

QQQ and THIR share 0 common holdings with a 0.0% weight overlap. Combined, they hold 106 unique securities.

Which pays a higher dividend, QQQ or THIR?

QQQ yields 0.44% while THIR yields 0.34%, so QQQ currently pays the higher dividend yield.

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