QQQ vs TIPZ

Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 103 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: QQQ

Side-by-Side Comparison

MetricQQQTIPZWinner
Expense Ratio0.18%0.20%
AUM$455.8B$89M
Dividend Yield0.41%4.27%
Holdings10844
YTD Return+18.31%-0.22%
1Y Return+25.37%+1.04%
3Y Return (annualized)+25.79%+3.70%
5Y Return (annualized)+15.20%-0.10%
Volatility (annualized)30.6%5.2%
Max Drawdown-83.0%-15.8%
Fund FamilyInvesco (US)PIMCO (US)
CategoryEquityFixed Income
InceptionMar 10, 1999Sep 3, 2009

QQQ vs TIPZ Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) is a ETF from PIMCO (US). Over the past year QQQ returned +25.37% while TIPZ returned +1.04%. Year to date, QQQ is up 18.31% versus a loss of 0.22% for TIPZ.

Over three years, QQQ compounded at +25.79% per year against +3.70% for TIPZ; over five years the annualized figures are +15.20% and -0.10% respectively. Across the full 17-year window we track, QQQ has the edge at +13.10% annualized vs +1.76%. 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 5.2% for TIPZ. 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 -15.8% for TIPZ. 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 0.33. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

QQQ charges 0.18% per year while TIPZ charges 0.20%. On a $10,000 position that is $18 vs $20 annually, a gap of $2 per year that compounds over a long holding period. On income, QQQ currently yields 0.41% against 4.27% for TIPZ.

Holdings Overlap

0.0%overlap

QQQ and TIPZ share 0 holdings out of 143 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 TIPZ?

QQQ has an expense ratio of 0.18% while TIPZ charges 0.20%. QQQ is the cheaper option. On a $10,000 investment, that is $2 per year of difference.

Which performed better, QQQ or TIPZ?

Over the past year QQQ returned +25.37% vs +1.04% for TIPZ, so QQQ leads on 1-year performance. Over the longest common window we track (17 years), QQQ annualized +13.10% vs +1.76% for TIPZ. Past performance does not guarantee future results.

Which is riskier, QQQ or TIPZ?

QQQ has been the more volatile fund at 30.6% annualized versus 5.2% for TIPZ. Worst drawdown: QQQ -83.0% vs TIPZ -15.8%.

Should I hold both QQQ and TIPZ?

QQQ and TIPZ have a monthly-return correlation of 0.33, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and TIPZ?

QQQ and TIPZ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 143 unique securities.

Which pays a higher dividend, QQQ or TIPZ?

QQQ yields 0.41% while TIPZ yields 4.27%, so TIPZ currently pays the higher dividend yield.

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