QQQ vs TMET

QQQ vs TMET
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Quick Verdict

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

Lower Fees: QQQHigher Returns: TMETMore Diversified: QQQ

Side-by-Side Comparison

MetricQQQTMETWinner
Expense Ratio0.18%0.48%
AUM$496.3B$13M
Dividend Yield0.44%12.93%
Holdings10820
YTD Return+16.64%+12.70%
1Y Return+27.27%+63.60%
3Y Return (annualized)+25.96%-
5Y Return (annualized)+14.54%-
Volatility (annualized)30.6%22.4%
Max Drawdown-83.0%-22.2%
Fund FamilyInvesco (US)iShares by BlackRock (US)
CategoryEquityCommodity
InceptionMar 10, 1999Sep 26, 2023

QQQ vs TMET Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and iShares Transition-Enabling Metals ETF (TMET) is a ETF from iShares by BlackRock (US). Over the past year QQQ returned +27.27% while TMET returned +63.60%. Year to date, QQQ is up 16.64% versus a gain of 12.70% for TMET.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 22.4% for TMET. 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 -22.2% for TMET. 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 -0.04. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

QQQ charges 0.18% per year while TMET charges 0.48%. On a $10,000 position that is $18 vs $48 annually, a gap of $30 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 12.93% for TMET.

Holdings Overlap

0.0%overlap

QQQ and TMET share 0 holdings out of 104 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 TMET?

QQQ has an expense ratio of 0.18% while TMET charges 0.48%. QQQ is the cheaper option. On a $10,000 investment, that is $30 per year of difference.

Which performed better, QQQ or TMET?

Over the past year QQQ returned +27.27% vs +63.60% for TMET, so TMET leads on 1-year performance. Over the longest common window we track (3 years), QQQ annualized +13.03% vs +40.68% for TMET. Past performance does not guarantee future results.

Which is riskier, QQQ or TMET?

QQQ has been the more volatile fund at 30.6% annualized versus 22.4% for TMET. Worst drawdown: QQQ -83.0% vs TMET -22.2%.

Should I hold both QQQ and TMET?

QQQ and TMET have a monthly-return correlation of -0.04, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and TMET?

QQQ and TMET share 0 common holdings with a 0.0% weight overlap. Combined, they hold 104 unique securities.

Which pays a higher dividend, QQQ or TMET?

QQQ yields 0.44% while TMET yields 12.93%, so TMET currently pays the higher dividend yield.

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