QQQ vs TYG
Invesco QQQ Trust, Series 1 vs Tortoise Energy Infrastructure Corporation
Quick Verdict
QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.
Side-by-Side Comparison
| Metric | QQQ | TYG | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 1.49% | |
| AUM | $496.3B | $1.6B | |
| Dividend Yield | 0.44% | 11.96% | |
| Holdings | 108 | 41 | |
| YTD Return | +16.64% | +16.11% | |
| 1Y Return | +27.27% | +17.48% | |
| 3Y Return (annualized) | +25.96% | +26.45% | |
| 5Y Return (annualized) | +14.54% | +22.21% | |
| Volatility (annualized) | 30.6% | 34.9% | |
| Max Drawdown | -83.0% | -97.3% | |
| Fund Family | Invesco (US) | TortoiseEcofin Funds | |
| Category | Equity | Equity | |
| Inception | Mar 10, 1999 | Feb 27, 2004 |
QQQ vs TYG Performance
Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Tortoise Energy Infrastructure Corporation (TYG) is a ETF from TortoiseEcofin Funds. Over the past year QQQ returned +27.27% while TYG returned +17.48%. Year to date, QQQ is up 16.64% versus a gain of 16.11% for TYG.
Over three years, QQQ compounded at +25.96% per year against +26.45% for TYG; over five years the annualized figures are +14.54% and +22.21% respectively. Across the full 23-year window we track, QQQ has the edge at +13.03% annualized vs -1.29%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
TYG has been the more volatile fund, with annualized monthly volatility of 34.9% 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 -97.3% for TYG. 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 0.42. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
QQQ charges 0.18% per year while TYG charges 1.49%. On a $10,000 position that is $18 vs $149 annually, a gap of $131 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 11.96% for TYG.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, QQQ or TYG?
QQQ has an expense ratio of 0.18% while TYG charges 1.49%. QQQ is the cheaper option. On a $10,000 investment, that is $131 per year of difference.
Which performed better, QQQ or TYG?
Over the past year QQQ returned +27.27% vs +17.48% for TYG, so QQQ leads on 1-year performance. Over the longest common window we track (23 years), QQQ annualized +13.03% vs -1.29% for TYG. Past performance does not guarantee future results.
Which is riskier, QQQ or TYG?
TYG has been the more volatile fund at 34.9% annualized versus 30.6% for QQQ. Worst drawdown: QQQ -83.0% vs TYG -97.3%.
Should I hold both QQQ and TYG?
QQQ and TYG have a monthly-return correlation of 0.42, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between QQQ and TYG?
QQQ and TYG share 2 common holdings with a 0.6% weight overlap. Combined, they hold 133 unique securities.
Which pays a higher dividend, QQQ or TYG?
QQQ yields 0.44% while TYG yields 11.96%, so TYG currently pays the higher dividend yield.
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