QQQ vs TMFC

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

MetricQQQTMFCWinner
Expense Ratio0.18%0.50%
AUM$455.8B$2.0B
Dividend Yield0.41%0.11%
Holdings108103
YTD Return+17.46%+11.54%
1Y Return+26.02%+19.46%
3Y Return (annualized)+25.51%+25.37%
5Y Return (annualized)+15.12%+14.59%
Volatility (annualized)30.6%18.8%
Max Drawdown-83.0%-33.1%
Fund FamilyInvesco (US)Motley Fool Asset Management
CategoryEquityEquity
InceptionMar 10, 1999Jan 29, 2018

QQQ vs TMFC Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Motley Fool 100 Index ETF (TMFC) is a ETF from Motley Fool Asset Management. Over the past year QQQ returned +26.02% while TMFC returned +19.46%. Year to date, QQQ is up 17.46% versus a gain of 11.54% for TMFC.

Over three years, QQQ compounded at +25.51% per year against +25.37% for TMFC; over five years the annualized figures are +15.12% and +14.59% respectively. Across the full 9-year window we track, TMFC has the edge at +18.08% annualized vs +13.08%. 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 18.8% for TMFC. 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 -33.1% for TMFC. 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 TMFC charges 0.50%. On a $10,000 position that is $18 vs $50 annually, a gap of $32 per year that compounds over a long holding period. On income, QQQ currently yields 0.41% against 0.11% for TMFC.

Holdings Overlap

32.6%overlap

QQQ and TMFC share 22 holdings out of 182 unique holdings combined, representing a 32.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in QQQWeight in TMFCDifference
NVDA7.88%5.62%2.26%
AAPL7.46%5.18%2.28%
AMZN4.26%5.72%1.46%
GOOGProProPro
AVGOProProPro
METAProProPro
LRCXProProPro
NFLXProProPro
GILDProProPro
CRWDProProPro
FundXLS Pro
See all 10 holdings QQQ shares with TMFC
Exact weights in each fund and the difference, for every overlapping position.
X-ray my whole portfolio$45/quarter Pro · Cancel anytime

Frequently Asked Questions

Which is cheaper, QQQ or TMFC?

QQQ has an expense ratio of 0.18% while TMFC charges 0.50%. QQQ is the cheaper option. On a $10,000 investment, that is $32 per year of difference.

Which performed better, QQQ or TMFC?

Over the past year QQQ returned +26.02% vs +19.46% for TMFC, so QQQ leads on 1-year performance. Over the longest common window we track (9 years), QQQ annualized +13.08% vs +18.08% for TMFC. Past performance does not guarantee future results.

Which is riskier, QQQ or TMFC?

QQQ has been the more volatile fund at 30.6% annualized versus 18.8% for TMFC. Worst drawdown: QQQ -83.0% vs TMFC -33.1%.

Should I hold both QQQ and TMFC?

QQQ and TMFC 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 TMFC?

QQQ and TMFC share 22 common holdings with a 32.6% weight overlap. Combined, they hold 182 unique securities.

Which pays a higher dividend, QQQ or TMFC?

QQQ yields 0.41% while TMFC yields 0.11%, so QQQ currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.