QQQ vs UXAP

QQQ vs UXAP
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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

MetricQQQUXAPWinner
Expense Ratio0.18%0.85%
AUM$496.3B$11M
Dividend Yield0.44%0.00%
Holdings1084
YTD Return+16.64%+12.85%
1Y Return+27.27%+21.90%
3Y Return (annualized)+25.96%-
5Y Return (annualized)+14.54%-
Volatility (annualized)30.6%14.1%
Max Drawdown-83.0%-10.4%
Fund FamilyInvesco (US)First Trust Portfolios (US)
CategoryEquityAlternative
InceptionMar 10, 1999Apr 17, 2025

QQQ vs UXAP Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and FT Vest US Equity Uncapped Accelerator ETF - April (UXAP) is a ETF from First Trust Portfolios (US). Over the past year QQQ returned +27.27% while UXAP returned +21.90%. Year to date, QQQ is up 16.64% versus a gain of 12.85% for UXAP.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 14.1% for UXAP. 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 -10.4% for UXAP. 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 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

QQQ charges 0.18% per year while UXAP charges 0.85%. On a $10,000 position that is $18 vs $85 annually, a gap of $67 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 0.00% for UXAP.

Holdings Overlap

0.0%overlap

QQQ and UXAP share 0 holdings out of 103 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 UXAP?

QQQ has an expense ratio of 0.18% while UXAP charges 0.85%. QQQ is the cheaper option. On a $10,000 investment, that is $67 per year of difference.

Which performed better, QQQ or UXAP?

Over the past year QQQ returned +27.27% vs +21.90% for UXAP, so QQQ leads on 1-year performance. Over the longest common window we track (1 years), QQQ annualized +13.03% vs +37.65% for UXAP. Past performance does not guarantee future results.

Which is riskier, QQQ or UXAP?

QQQ has been the more volatile fund at 30.6% annualized versus 14.1% for UXAP. Worst drawdown: QQQ -83.0% vs UXAP -10.4%.

Should I hold both QQQ and UXAP?

QQQ and UXAP have a monthly-return correlation of 0.93, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between QQQ and UXAP?

QQQ and UXAP share 0 common holdings with a 0.0% weight overlap. Combined, they hold 103 unique securities.

Which pays a higher dividend, QQQ or UXAP?

QQQ yields 0.44% while UXAP yields 0.00%, so QQQ currently pays the higher dividend yield.

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