QQQ vs TXUE

QQQ vs TXUE

Which is better, QQQ or TXUE?

Large Cap Growth against Large Cap Blend.

QQQ has a lower expense ratio. QQQ led over 1Y, TXUE over the full window. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 48.0%.

Lower Fees: QQQHigher Returns: splitLess Concentrated: QQQ

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricQQQTXUE
Expense Ratio0.18%Best0.65%
AUM$486.1B$558M
Dividend Yield0.44%0.94%
Holdings10749
YTD Return+17.44%Best+14.07%
1Y Return+24.69%Best+20.54%
3Y Return (annualized)+24.76%-
5Y Return (annualized)+14.22%-
Volatility (annualized)20.1%11.0%Best
Max Drawdown-22.8%-13.0%Best
$10,000 over 1.6 years$13,548$14,355Best
Top 10 Weight46.5%Best48.0%
Fund FamilyInvesco (US)Thornburg Investment Management
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionMar 10, 1999Jan 22, 2025

Volatility and max drawdown, and the $10,000 over 1.6 years row, are measured over the window both funds cover: Jan 22, 2025 to Sep 8, 2026 (1.6 years).

QQQ vs TXUE growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.6 years both funds cover.

QQQ vs TXUE Performance

Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and Thornburg International Equity ETF (TXUE) is an ETF from Thornburg Investment Management. Over the past year QQQ returned +24.69% while TXUE returned +20.54%. Year to date, QQQ is up 17.44% versus a gain of 14.07% for TXUE.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 20.1% compared with 11.0% for TXUE. 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 -22.8% for QQQ and -13.0% for TXUE. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.28. They move largely independently of each other.

Fees and Cost Over Time

QQQ charges 0.18% per year while TXUE charges 0.65%. On a $10,000 position that is $18 vs $65 annually, a gap of $47 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 0.94% for TXUE.

Holdings Overlap

QQQ already in TXUE23.5%
TXUE already in QQQ38.2%

23.5% of QQQ's money is in holdings TXUE also owns. 38.2% of TXUE's money is in holdings QQQ also owns.

The two portfolios partly overlap.

10 positions in common, counted across the 102 positions we hold weights for in QQQ and 42 in TXUE, against full books of 107 and 49.

What only one of them owns

Our book lists 27 positions for TXUE that do not appear in our book for QQQ (52.0% of the fund), and 85 for QQQ that do not appear in TXUE (74.1%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in QQQWeight in TXUEDifference
GOOGL Alphabet Inc. Class A3.36%11.13%7.77%
MSFTMicrosoft Corp 4.100 Feb 06 375.76%7.35%1.59%
AVGOBroadcom Inc3.16%6.34%3.18%
METAMeta Platform Inc 2.78%3.10%0.32%
MUMicron Technology, Inc.4.43%1.43%3.00%
LRCXLam Research Corp1.69%3.25%1.56%
DDOGDatadog Inc. Class A0.41%2.76%2.35%
SHOP:CAShopify Inc Class A0.77%1.34%0.57%
TMUST-mobile Us, Inc.0.82%0.74%0.08%
LITELumentum Holdings Inc0.28%0.79%0.51%

38.2% of TXUE is already inside QQQ.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

QQQTXUE

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QQQ or TXUE?

QQQ has an expense ratio of 0.18% while TXUE charges 0.65%. QQQ is the cheaper option, by $47 a year on a $10,000 investment.

Which performed better, QQQ or TXUE?

Over the past year QQQ returned +24.69% vs +20.54% for TXUE, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), QQQ annualized +20.90% vs +25.35% for TXUE. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QQQ or TXUE?

QQQ has been the more volatile fund at 20.1% annualized versus 11.0% for TXUE. Worst drawdown: QQQ -22.8% vs TXUE -13.0%.

Should I hold both QQQ and TXUE?

QQQ and TXUE have a monthly-return correlation of 0.28, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between QQQ and TXUE?

38.2% of TXUE's money is in holdings QQQ also owns. 38.2% of TXUE's is in holdings QQQ also owns. They hold 10 positions in common, counted across the 102 positions we hold weights for in QQQ and 42 in TXUE.

Which pays a higher dividend, QQQ or TXUE?

QQQ yields 0.44% while TXUE yields 0.94%, so TXUE currently pays the higher dividend yield.

Is TXUE better than QQQ?

QQQ has a lower expense ratio. QQQ led over 1Y, TXUE over the full window. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 48.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.