QQQ vs TYG
Invesco QQQ Trust, Series 1 vs Tortoise Energy Infrastructure Corporation
Which is better, QQQ or TYG?
Large Cap Growth against Mid Cap Value.
QQQ has a lower expense ratio. QQQ led over 1Y, 3Y and the full window, TYG over 5Y.
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
| Metric | QQQ | TYG |
|---|---|---|
| Expense Ratio | 0.18%Best | 1.49% |
| AUM | $483.5B | $1.1B |
| Dividend Yield | 0.44% | 12.21% |
| Holdings | 107 | 41 |
| YTD Return | +17.21%Best | +10.57% |
| 1Y Return | +22.10%Best | +13.10% |
| 3Y Return (annualized) | +25.27%Best | +23.72% |
| 5Y Return (annualized) | +14.60% | +20.71%Best |
| Volatility (annualized) | 18.3%Best | 34.9% |
| Max Drawdown | -53.5%Best | -97.3% |
| $10,000 over 5 years | $19,766 | $25,628Best |
| Fund Family | Invesco (US) | TortoiseEcofin Funds |
| Category | Equity | Equity |
| Style | Large Cap Growth | Mid Cap Value |
| Inception | Mar 10, 1999 | Feb 27, 2004 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Feb 25, 2004 to Sep 17, 2026 (22.6 years).
QQQ vs TYG 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
QQQ vs TYG Performance
Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and Tortoise Energy Infrastructure Corporation (TYG) is an ETF from TortoiseEcofin Funds. Over the past year QQQ returned +22.10% while TYG returned +13.10%. Year to date, QQQ is up 17.21% versus a gain of 10.57% for TYG.
Over three years, QQQ compounded at +25.27% per year against +23.72% for TYG; over five years the annualized figures are +14.60% and +20.71% respectively. Across the full 23-year window we track, QQQ has the edge at +14.26% annualized vs -1.50%.
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 18.3% 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 -53.5% for QQQ and -97.3% for TYG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.42. They move together some of the time, and apart the rest.
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 12.21% for TYG.
Holdings Overlap
At least 0.6% of QQQ's money is in holdings TYG also owns.
Only one direction is shown: for TYG, our book for it lists positions totalling 125.6% of the fund, which is what a leveraged book looks like and is not a denominator we can divide by.
We cannot see either book well enough to say how much of this pair is duplicated.
The two holdings books were reported 158 days apart, QQQ as of Aug 5, 2026 and TYG as of Feb 28, 2026, so some of the difference between them is the time between the two reports rather than the funds.
2 positions in common, counted across the 102 positions we hold weights for in QQQ and 33 in TYG, against full books of 107 and 41.
You are not choosing between two funds in isolation.
Whichever of QQQ and TYG you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $131 a year on a $10,000 investment.
Which performed better, QQQ or TYG?
Over the past year QQQ returned +22.10% vs +13.10% for TYG, so QQQ leads on 1-year performance. Over the longest common window we track (23 years), QQQ annualized +14.26% vs -1.50% for TYG. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, QQQ or TYG?
TYG has been the more volatile fund at 34.9% annualized versus 18.3% for QQQ. Worst drawdown: QQQ -53.5% vs TYG -97.3%.
Should I hold both QQQ and TYG?
QQQ and TYG have a monthly-return correlation of 0.42, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, QQQ or TYG?
QQQ yields 0.44% while TYG yields 12.21%, so TYG currently pays the higher dividend yield.
Is TYG better than QQQ?
QQQ has a lower expense ratio. QQQ led over 1Y, 3Y and the full window, TYG over 5Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.