QQQ vs UEVM

Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. UEVM offers more diversification with 193 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: UEVM

Side-by-Side Comparison

MetricQQQUEVMWinner
Expense Ratio0.18%0.45%
AUM$455.8B$249M
Dividend Yield0.41%3.60%
Holdings108204
YTD Return+19.68%+6.78%
1Y Return+26.75%+12.13%
3Y Return (annualized)+26.25%+17.09%
5Y Return (annualized)+15.39%+8.53%
Volatility (annualized)30.6%15.6%
Max Drawdown-83.0%-48.1%
Fund FamilyInvesco (US)Victory Capital Management Inc.
CategoryEquityEquity
InceptionMar 10, 1999Oct 24, 2017

QQQ vs UEVM Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and VictoryShares Emerging Markets Value Momentum ETF (UEVM) is a ETF from Victory Capital Management Inc.. Over the past year QQQ returned +26.75% while UEVM returned +12.13%. Year to date, QQQ is up 19.68% versus a gain of 6.78% for UEVM.

Over three years, QQQ compounded at +26.25% per year against +17.09% for UEVM; over five years the annualized figures are +15.39% and +8.53% respectively. Across the full 9-year window we track, QQQ has the edge at +13.15% annualized vs +4.83%. 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 15.6% for UEVM. 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 -48.1% for UEVM. 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 0.58. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

QQQ charges 0.18% per year while UEVM charges 0.45%. On a $10,000 position that is $18 vs $45 annually, a gap of $27 per year that compounds over a long holding period. On income, QQQ currently yields 0.41% against 3.60% for UEVM.

Holdings Overlap

0.0%overlap

QQQ and UEVM share 0 holdings out of 296 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, QQQ or UEVM?

QQQ has an expense ratio of 0.18% while UEVM charges 0.45%. QQQ is the cheaper option. On a $10,000 investment, that is $27 per year of difference.

Which performed better, QQQ or UEVM?

Over the past year QQQ returned +26.75% vs +12.13% for UEVM, so QQQ leads on 1-year performance. Over the longest common window we track (9 years), QQQ annualized +13.15% vs +4.83% for UEVM. Past performance does not guarantee future results.

Which is riskier, QQQ or UEVM?

QQQ has been the more volatile fund at 30.6% annualized versus 15.6% for UEVM. Worst drawdown: QQQ -83.0% vs UEVM -48.1%.

Should I hold both QQQ and UEVM?

QQQ and UEVM have a monthly-return correlation of 0.58, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and UEVM?

QQQ and UEVM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 296 unique securities.

Which pays a higher dividend, QQQ or UEVM?

QQQ yields 0.41% while UEVM yields 3.60%, so UEVM currently pays the higher dividend yield.

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