QQQ vs TRFK

Quick Verdict

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

Lower Fees: QQQHigher Returns: TRFKMore Diversified: QQQ

Side-by-Side Comparison

MetricQQQTRFKWinner
Expense Ratio0.18%0.49%
AUM$455.8B$948M
Dividend Yield0.41%0.01%
Holdings10885
YTD Return+19.68%+53.71%
1Y Return+26.75%+58.85%
3Y Return (annualized)+26.25%+48.16%
5Y Return (annualized)+15.39%-
Volatility (annualized)30.6%30.6%
Max Drawdown-83.0%-29.1%
Fund FamilyInvesco (US)Pacer ETFs
CategoryEquityEquity
InceptionMar 10, 1999Jun 8, 2022

QQQ vs TRFK Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Pacer Data and Digital Revolution ETF (TRFK) is a ETF from Pacer ETFs. Over the past year QQQ returned +26.75% while TRFK returned +58.85%. Year to date, QQQ is up 19.68% versus a gain of 53.71% for TRFK.

Over three years, QQQ compounded at +26.25% per year against +48.16% for TRFK. Across the full 4-year window we track, TRFK has the edge at +39.83% annualized vs +13.15%. 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 30.6% for TRFK. 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 -29.1% for TRFK. 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 0.90. 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 TRFK charges 0.49%. On a $10,000 position that is $18 vs $49 annually, a gap of $31 per year that compounds over a long holding period. On income, QQQ currently yields 0.41% against 0.01% for TRFK.

Holdings Overlap

25.2%overlap

QQQ and TRFK share 14 holdings out of 170 unique holdings combined, representing a 25.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in QQQWeight in TRFKDifference
NVDA7.88%8.30%0.42%
AVGO2.91%10.14%7.23%
AMD3.85%8.22%4.37%
INTCProProPro
CSCOProProPro
ARM:LNProProPro
STXProProPro
WDCProProPro
PANWProProPro
MRVLProProPro
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Frequently Asked Questions

Which is cheaper, QQQ or TRFK?

QQQ has an expense ratio of 0.18% while TRFK charges 0.49%. QQQ is the cheaper option. On a $10,000 investment, that is $31 per year of difference.

Which performed better, QQQ or TRFK?

Over the past year QQQ returned +26.75% vs +58.85% for TRFK, so TRFK leads on 1-year performance. Over the longest common window we track (4 years), QQQ annualized +13.15% vs +39.83% for TRFK. Past performance does not guarantee future results.

Which is riskier, QQQ or TRFK?

QQQ has been the more volatile fund at 30.6% annualized versus 30.6% for TRFK. Worst drawdown: QQQ -83.0% vs TRFK -29.1%.

Should I hold both QQQ and TRFK?

QQQ and TRFK have a monthly-return correlation of 0.90, 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 TRFK?

QQQ and TRFK share 14 common holdings with a 25.2% weight overlap. Combined, they hold 170 unique securities.

Which pays a higher dividend, QQQ or TRFK?

QQQ yields 0.41% while TRFK yields 0.01%, so QQQ currently pays the higher dividend yield.

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