QQQ vs UXJA
Invesco QQQ Trust, Series 1 vs FT Vest US Equity Uncapped Accelerator ETF - January
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 | UXJA | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.85% | |
| AUM | $496.3B | $12M | |
| Dividend Yield | 0.44% | 0.00% | |
| Holdings | 108 | 4 | |
| YTD Return | +16.64% | +13.13% | |
| 1Y Return | +27.27% | +22.61% | |
| 3Y Return (annualized) | +25.96% | - | |
| 5Y Return (annualized) | +14.54% | - | |
| Volatility (annualized) | 30.6% | 14.5% | |
| Max Drawdown | -83.0% | -20.0% | |
| Fund Family | Invesco (US) | First Trust Portfolios (US) | |
| Category | Equity | Equity | |
| Inception | Mar 10, 1999 | Jan 17, 2025 |
QQQ vs UXJA Performance
Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and FT Vest US Equity Uncapped Accelerator ETF - January (UXJA) is a ETF from First Trust Portfolios (US). Over the past year QQQ returned +27.27% while UXJA returned +22.61%. Year to date, QQQ is up 16.64% versus a gain of 13.13% for UXJA.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 14.5% for UXJA. 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 -20.0% for UXJA. 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 0.94. 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 UXJA 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 UXJA.
Holdings Overlap
QQQ and UXJA 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 UXJA?
QQQ has an expense ratio of 0.18% while UXJA 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 UXJA?
Over the past year QQQ returned +27.27% vs +22.61% for UXJA, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), QQQ annualized +13.03% vs +17.40% for UXJA. Past performance does not guarantee future results.
Which is riskier, QQQ or UXJA?
QQQ has been the more volatile fund at 30.6% annualized versus 14.5% for UXJA. Worst drawdown: QQQ -83.0% vs UXJA -20.0%.
Should I hold both QQQ and UXJA?
QQQ and UXJA have a monthly-return correlation of 0.94, 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 UXJA?
QQQ and UXJA share 0 common holdings with a 0.0% weight overlap. Combined, they hold 103 unique securities.
Which pays a higher dividend, QQQ or UXJA?
QQQ yields 0.44% while UXJA yields 0.00%, so QQQ currently pays the higher dividend yield.
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