QQQ vs VOLT

QQQ vs VOLT

Which is better, QQQ or VOLT?

Large Cap Growth against Large Cap Blend.

QQQ has a lower expense ratio. VOLT led over 1Y and the full window. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 52.7%.

Lower Fees: QQQHigher Returns: VOLTLess Concentrated: QQQ

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricQQQVOLT
Expense Ratio0.18%Best0.75%
AUM$486.1B$722M
Dividend Yield0.44%0.36%
Holdings10730
YTD Return+17.54%+21.56%Best
1Y Return+25.59%+33.66%Best
3Y Return (annualized)+24.63%-
5Y Return (annualized)+14.18%-
Volatility (annualized)19.6%Best24.4%
Max Drawdown-22.8%Best-23.4%
$10,000 over 1.7 years$13,738$14,194Best
Top 10 Weight46.5%Best52.7%
Fund FamilyInvesco (US)Tema Global Limited
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionMar 10, 1999Dec 3, 2024

Volatility and max drawdown, and the $10,000 over 1.7 years row, are measured over the window both funds cover: Dec 4, 2024 to Sep 4, 2026 (1.7 years).

QQQ vs VOLT growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.7 years both funds cover.

QQQ vs VOLT Performance

Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and Tema Electrification ETF (VOLT) is an ETF from Tema Global Limited. Over the past year QQQ returned +25.59% while VOLT returned +33.66%. Year to date, QQQ is up 17.54% versus a gain of 21.56% for VOLT.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOLT has been the more volatile fund, with annualized monthly volatility of 24.4% compared with 19.6% for QQQ. 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 -22.8% for QQQ and -23.4% for VOLT. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.59. They move together some of the time, and apart the rest.

Fees and Cost Over Time

QQQ charges 0.18% per year while VOLT charges 0.75%. On a $10,000 position that is $18 vs $75 annually, a gap of $57 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 0.36% for VOLT.

Holdings Overlap

QQQ already in VOLT0.5%
VOLT already in QQQ6.7%

0.5% of QQQ's money is in holdings VOLT also owns. 6.7% of VOLT's money is in holdings QQQ also owns.

VOLT and QQQ share little of their money.

2 positions in common, counted across the 102 positions we hold weights for in QQQ and 29 in VOLT, against full books of 107 and 30.

What only one of them owns

Our book lists 24 positions for VOLT that do not appear in our book for QQQ (85.9% of the fund), and 94 for QQQ that do not appear in VOLT (97.0%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in QQQWeight in VOLTDifference
AEPAmerican Electric Power Co Inc0.30%4.63%4.33%
XELXcel Energy Inc.0.21%2.10%1.89%

You are not choosing between two funds in isolation.

Whichever of QQQ and VOLT you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

QQQVOLT

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QQQ or VOLT?

QQQ has an expense ratio of 0.18% while VOLT charges 0.75%. QQQ is the cheaper option, by $57 a year on a $10,000 investment.

Which performed better, QQQ or VOLT?

Over the past year QQQ returned +25.59% vs +33.66% for VOLT, so VOLT leads on 1-year performance. Over the longest common window we track (2 years), QQQ annualized +20.54% vs +22.88% for VOLT. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QQQ or VOLT?

VOLT has been the more volatile fund at 24.4% annualized versus 19.6% for QQQ. Worst drawdown: QQQ -22.8% vs VOLT -23.4%.

Should I hold both QQQ and VOLT?

QQQ and VOLT have a monthly-return correlation of 0.59, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between QQQ and VOLT?

6.7% of VOLT's money is in holdings QQQ also owns. 6.7% of VOLT's is in holdings QQQ also owns. They hold 2 positions in common, counted across the 102 positions we hold weights for in QQQ and 29 in VOLT.

Which pays a higher dividend, QQQ or VOLT?

QQQ yields 0.44% while VOLT yields 0.36%, so QQQ currently pays the higher dividend yield.

Is VOLT better than QQQ?

QQQ has a lower expense ratio. VOLT led over 1Y and the full window. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 52.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.