QQQ vs TXUE

QQQ vs TXUE
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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

MetricQQQTXUEWinner
Expense Ratio0.18%0.65%
AUM$496.3B$551M
Dividend Yield0.44%0.94%
Holdings10849
YTD Return+19.52%+15.82%
1Y Return+26.68%+21.68%
3Y Return (annualized)+26.64%-
5Y Return (annualized)+15.36%-
Volatility (annualized)30.6%11.0%
Max Drawdown-83.0%-13.0%
Fund FamilyInvesco (US)Thornburg Investment Management
CategoryEquityEquity
InceptionMar 10, 1999Jan 22, 2025

QQQ vs TXUE Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Thornburg International Equity ETF (TXUE) is a ETF from Thornburg Investment Management. Over the past year QQQ returned +26.68% while TXUE returned +21.68%. Year to date, QQQ is up 19.52% versus a gain of 15.82% for TXUE.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% 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 -83.0% for QQQ and -13.0% for TXUE. 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 0.27. They move independently enough that combining them can meaningfully diversify a portfolio.

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

1.2%overlap

QQQ and TXUE share 2 holdings out of 148 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 TXUEDifference
LIN1.00%1.65%0.65%
FER:AS0.21%2.12%1.91%

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. On a $10,000 investment, that is $47 per year of difference.

Which performed better, QQQ or TXUE?

Over the past year QQQ returned +26.68% vs +21.68% for TXUE, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), QQQ annualized +13.14% vs +27.84% for TXUE. Past performance does not guarantee future results.

Which is riskier, QQQ or TXUE?

QQQ has been the more volatile fund at 30.6% annualized versus 11.0% for TXUE. Worst drawdown: QQQ -83.0% vs TXUE -13.0%.

Should I hold both QQQ and TXUE?

QQQ and TXUE have a monthly-return correlation of 0.27, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and TXUE?

QQQ and TXUE share 2 common holdings with a 1.2% weight overlap. Combined, they hold 148 unique securities.

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.

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