QQQ vs TOKE

QQQ vs TOKE
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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

MetricQQQTOKEWinner
Expense Ratio0.18%0.44%
AUM$496.3B$14M
Dividend Yield0.44%1.06%
Holdings10824
YTD Return+16.64%-15.35%
1Y Return+27.27%+22.73%
3Y Return (annualized)+25.96%-2.52%
5Y Return (annualized)+14.54%-20.07%
Volatility (annualized)30.6%35.5%
Max Drawdown-83.0%-83.3%
Fund FamilyInvesco (US)Cambria Investment Management
CategoryEquityEquity
InceptionMar 10, 1999Jul 25, 2019

QQQ vs TOKE Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Cambria Cannabis ETF (TOKE) is a ETF from Cambria Investment Management. Over the past year QQQ returned +27.27% while TOKE returned +22.73%. Year to date, QQQ is up 16.64% versus a loss of 15.35% for TOKE.

Over three years, QQQ compounded at +25.96% per year against -2.52% for TOKE; over five years the annualized figures are +14.54% and -20.07% respectively. Across the full 7-year window we track, QQQ has the edge at +13.03% annualized vs -17.89%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TOKE has been the more volatile fund, with annualized monthly volatility of 35.5% compared with 30.6% for QQQ. 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 -83.3% for TOKE. 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 0.37. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

QQQ charges 0.18% per year while TOKE charges 0.44%. On a $10,000 position that is $18 vs $44 annually, a gap of $26 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 1.06% for TOKE.

Holdings Overlap

0.0%overlap

QQQ and TOKE share 0 holdings out of 118 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 TOKE?

QQQ has an expense ratio of 0.18% while TOKE charges 0.44%. QQQ is the cheaper option. On a $10,000 investment, that is $26 per year of difference.

Which performed better, QQQ or TOKE?

Over the past year QQQ returned +27.27% vs +22.73% for TOKE, so QQQ leads on 1-year performance. Over the longest common window we track (7 years), QQQ annualized +13.03% vs -17.89% for TOKE. Past performance does not guarantee future results.

Which is riskier, QQQ or TOKE?

TOKE has been the more volatile fund at 35.5% annualized versus 30.6% for QQQ. Worst drawdown: QQQ -83.0% vs TOKE -83.3%.

Should I hold both QQQ and TOKE?

QQQ and TOKE have a monthly-return correlation of 0.37, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and TOKE?

QQQ and TOKE share 0 common holdings with a 0.0% weight overlap. Combined, they hold 118 unique securities.

Which pays a higher dividend, QQQ or TOKE?

QQQ yields 0.44% while TOKE yields 1.06%, so TOKE currently pays the higher dividend yield.

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