QQQ vs VMFXX

QQQ vs VMFXX
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Quick Verdict

VMFXX has a lower expense ratio. VMFXX offers more diversification with 320 holdings.

Lower Fees: VMFXXHigher Returns: TiedMore Diversified: VMFXX

Side-by-Side Comparison

MetricQQQVMFXXWinner
Expense Ratio0.18%0.11%
AUM$496.3B$374.1B
Dividend Yield0.44%3.46%
Holdings108320
YTD Return+16.64%+0.00%
1Y Return+27.27%-
3Y Return (annualized)+25.96%-
5Y Return (annualized)+14.54%-
Volatility (annualized)30.6%-
Max Drawdown-83.0%0.0%
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityMoney Market
InceptionMar 10, 1999Jul 13, 1981

QQQ vs VMFXX Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Vanguard Federal Money Market Fund Investor Class (VMFXX) is a mutual fund from Vanguard (US). Year to date, QQQ is up 16.64% versus a gain of 0.00% for VMFXX.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -83.0% for QQQ and 0.0% for VMFXX. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

QQQ charges 0.18% per year while VMFXX charges 0.11%. On a $10,000 position that is $18 vs $11 annually, a gap of $7 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 3.46% for VMFXX.

Holdings Overlap

0.0%overlap

QQQ and VMFXX share 0 holdings out of 112 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 VMFXX?

QQQ has an expense ratio of 0.18% while VMFXX charges 0.11%. VMFXX is the cheaper option. On a $10,000 investment, that is $7 per year of difference.

What is the holdings overlap between QQQ and VMFXX?

QQQ and VMFXX share 0 common holdings with a 0.0% weight overlap. Combined, they hold 112 unique securities.

Which pays a higher dividend, QQQ or VMFXX?

QQQ yields 0.44% while VMFXX yields 3.46%, so VMFXX currently pays the higher dividend yield.

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