QQQ vs TMFM

QQQ vs TMFM
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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

MetricQQQTMFMWinner
Expense Ratio0.18%0.85%
AUM$496.3B$120M
Dividend Yield0.44%0.00%
Holdings10834
YTD Return+16.23%-0.93%
1Y Return+26.23%-10.78%
3Y Return (annualized)+25.75%+4.67%
5Y Return (annualized)+14.78%-
Volatility (annualized)30.6%18.1%
Max Drawdown-83.0%-31.8%
Fund FamilyInvesco (US)Motley Fool Asset Management
CategoryEquityEquity
InceptionMar 10, 1999Jun 17, 2014

QQQ vs TMFM Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Motley Fool Mid Cap Growth ETF (TMFM) is a ETF from Motley Fool Asset Management. Over the past year QQQ returned +26.23% while TMFM returned -10.78%. Year to date, QQQ is up 16.23% versus a loss of 0.93% for TMFM.

Over three years, QQQ compounded at +25.75% per year against +4.67% for TMFM. Across the full 5-year window we track, QQQ has the edge at +13.02% annualized vs -1.07%. 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 18.1% for TMFM. 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 -31.8% for TMFM. 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 0.68. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

QQQ charges 0.18% per year while TMFM charges 0.85%. On a $10,000 position that is $18 vs $85 annually, a gap of $67 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 0.00% for TMFM.

Holdings Overlap

1.2%overlap

QQQ and TMFM share 5 holdings out of 130 unique holdings combined, representing a 1.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in QQQWeight in TMFMDifference
DXCM0.14%5.07%4.93%
AXON0.22%4.37%4.15%
DDOG0.41%4.12%3.71%
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Frequently Asked Questions

Which is cheaper, QQQ or TMFM?

QQQ has an expense ratio of 0.18% while TMFM charges 0.85%. QQQ is the cheaper option. On a $10,000 investment, that is $67 per year of difference.

Which performed better, QQQ or TMFM?

Over the past year QQQ returned +26.23% vs -10.78% for TMFM, so QQQ leads on 1-year performance. Over the longest common window we track (5 years), QQQ annualized +13.02% vs -1.07% for TMFM. Past performance does not guarantee future results.

Which is riskier, QQQ or TMFM?

QQQ has been the more volatile fund at 30.6% annualized versus 18.1% for TMFM. Worst drawdown: QQQ -83.0% vs TMFM -31.8%.

Should I hold both QQQ and TMFM?

QQQ and TMFM have a monthly-return correlation of 0.68, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and TMFM?

QQQ and TMFM share 5 common holdings with a 1.2% weight overlap. Combined, they hold 130 unique securities.

Which pays a higher dividend, QQQ or TMFM?

QQQ yields 0.44% while TMFM yields 0.00%, so QQQ currently pays the higher dividend yield.

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