QQQ vs UXJL

QQQ vs UXJL
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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

MetricQQQUXJLWinner
Expense Ratio0.18%0.85%
AUM$496.3B$6M
Dividend Yield0.44%0.00%
Holdings10810
YTD Return+15.47%+12.63%
1Y Return+24.44%+20.09%
3Y Return (annualized)+25.47%-
5Y Return (annualized)+14.22%-
Volatility (annualized)30.6%14.8%
Max Drawdown-83.0%-10.3%
Fund FamilyInvesco (US)First Trust Portfolios (US)
CategoryEquityAlternative
InceptionMar 10, 1999Jul 18, 2025

QQQ vs UXJL Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and FT Vest US Equity Uncapped Accelerator ETF - July (UXJL) is a ETF from First Trust Portfolios (US). Over the past year QQQ returned +24.44% while UXJL returned +20.09%. Year to date, QQQ is up 15.47% versus a gain of 12.63% for UXJL.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 14.8% for UXJL. 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 -10.3% for UXJL. 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 UXJL 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 UXJL.

Holdings Overlap

0.0%overlap

QQQ and UXJL 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 UXJL?

QQQ has an expense ratio of 0.18% while UXJL 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 UXJL?

Over the past year QQQ returned +24.44% vs +20.09% for UXJL, so QQQ leads on 1-year performance. Over the longest common window we track (1 years), QQQ annualized +12.99% vs +20.94% for UXJL. Past performance does not guarantee future results.

Which is riskier, QQQ or UXJL?

QQQ has been the more volatile fund at 30.6% annualized versus 14.8% for UXJL. Worst drawdown: QQQ -83.0% vs UXJL -10.3%.

Should I hold both QQQ and UXJL?

QQQ and UXJL 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 UXJL?

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

Which pays a higher dividend, QQQ or UXJL?

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

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