QQQ vs TLTE

Quick Verdict

QQQ has a lower expense ratio. TLTE delivered stronger 1-year returns. TLTE offers more diversification with 2960 holdings.

Lower Fees: QQQHigher Returns: TLTEMore Diversified: TLTE

Side-by-Side Comparison

MetricQQQTLTEWinner
Expense Ratio0.18%0.57%
AUM$455.8B$341M
Dividend Yield0.41%3.24%
Holdings1083,106
YTD Return+19.68%+18.16%
1Y Return+26.75%+30.29%
3Y Return (annualized)+26.25%+20.33%
5Y Return (annualized)+15.39%+8.36%
Volatility (annualized)30.6%16.6%
Max Drawdown-83.0%-47.6%
Fund FamilyInvesco (US)Flexshares Trust
CategoryEquityEquity
InceptionMar 10, 1999Sep 25, 2012

QQQ vs TLTE Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and FlexShares Morningstar Emerging Markets Factor Tilt Index Fund (TLTE) is a ETF from Flexshares Trust. Over the past year QQQ returned +26.75% while TLTE returned +30.29%. Year to date, QQQ is up 19.68% versus a gain of 18.16% for TLTE.

Over three years, QQQ compounded at +26.25% per year against +20.33% for TLTE; over five years the annualized figures are +15.39% and +8.36% respectively. Across the full 14-year window we track, QQQ has the edge at +13.15% annualized vs +4.51%. 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 16.6% for TLTE. 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 -47.6% for TLTE. 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 0.62. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

QQQ charges 0.18% per year while TLTE charges 0.57%. On a $10,000 position that is $18 vs $57 annually, a gap of $39 per year that compounds over a long holding period. On income, QQQ currently yields 0.41% against 3.24% for TLTE.

Holdings Overlap

0.3%overlap

QQQ and TLTE share 1 holdings out of 3062 unique holdings combined, representing a 0.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in QQQWeight in TLTEDifference
PDD0.25%0.53%0.28%

Frequently Asked Questions

Which is cheaper, QQQ or TLTE?

QQQ has an expense ratio of 0.18% while TLTE charges 0.57%. QQQ is the cheaper option. On a $10,000 investment, that is $39 per year of difference.

Which performed better, QQQ or TLTE?

Over the past year QQQ returned +26.75% vs +30.29% for TLTE, so TLTE leads on 1-year performance. Over the longest common window we track (14 years), QQQ annualized +13.15% vs +4.51% for TLTE. Past performance does not guarantee future results.

Which is riskier, QQQ or TLTE?

QQQ has been the more volatile fund at 30.6% annualized versus 16.6% for TLTE. Worst drawdown: QQQ -83.0% vs TLTE -47.6%.

Should I hold both QQQ and TLTE?

QQQ and TLTE have a monthly-return correlation of 0.62, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and TLTE?

QQQ and TLTE share 1 common holdings with a 0.3% weight overlap. Combined, they hold 3062 unique securities.

Which pays a higher dividend, QQQ or TLTE?

QQQ yields 0.41% while TLTE yields 3.24%, so TLTE currently pays the higher dividend yield.

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