QQQ vs VTHR

QQQ vs VTHR
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Quick Verdict

VTHR has a lower expense ratio. QQQ delivered stronger 1-year returns. VTHR offers more diversification with 2,929 holdings.

Lower Fees: VTHRHigher Returns: QQQMore Diversified: VTHR

Side-by-Side Comparison

MetricQQQVTHRWinner
Expense Ratio0.18%0.06%
AUM$496.3B$4.7B
Dividend Yield0.44%1.04%
Holdings1082,929
YTD Return+16.64%+13.16%
1Y Return+27.27%+22.27%
3Y Return (annualized)+25.96%+21.75%
5Y Return (annualized)+14.54%+12.04%
Volatility (annualized)30.6%14.5%
Max Drawdown-83.0%-34.6%
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
InceptionMar 10, 1999Sep 20, 2010

QQQ vs VTHR Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Vanguard Russell 3000 ETF (VTHR) is a ETF from Vanguard (US). Over the past year QQQ returned +27.27% while VTHR returned +22.27%. Year to date, QQQ is up 16.64% versus a gain of 13.16% for VTHR.

Over three years, QQQ compounded at +25.96% per year against +21.75% for VTHR; over five years the annualized figures are +14.54% and +12.04% respectively. Across the full 16-year window we track, VTHR has the edge at +13.11% annualized vs +13.03%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 14.5% for VTHR. 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 -34.6% for VTHR. 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 0.90. 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 VTHR charges 0.06%. On a $10,000 position that is $18 vs $6 annually, a gap of $12 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 1.04% for VTHR.

Holdings Overlap

45.5%overlap

QQQ and VTHR share 89 holdings out of 2976 unique holdings combined, representing a 45.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in QQQWeight in VTHRDifference
NVDA8.44%6.44%2.00%
AAPL7.27%5.77%1.50%
MSFT5.76%3.82%1.94%
AMZNProProPro
MUProProPro
GOOGProProPro
AVGOProProPro
AMDProProPro
METAProProPro
TSLAProProPro
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Frequently Asked Questions

Which is cheaper, QQQ or VTHR?

QQQ has an expense ratio of 0.18% while VTHR charges 0.06%. VTHR is the cheaper option. On a $10,000 investment, that is $12 per year of difference.

Which performed better, QQQ or VTHR?

Over the past year QQQ returned +27.27% vs +22.27% for VTHR, so QQQ leads on 1-year performance. Over the longest common window we track (16 years), QQQ annualized +13.03% vs +13.11% for VTHR. Past performance does not guarantee future results.

Which is riskier, QQQ or VTHR?

QQQ has been the more volatile fund at 30.6% annualized versus 14.5% for VTHR. Worst drawdown: QQQ -83.0% vs VTHR -34.6%.

Should I hold both QQQ and VTHR?

QQQ and VTHR have a monthly-return correlation of 0.90, 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 VTHR?

QQQ and VTHR share 89 common holdings with a 45.5% weight overlap. Combined, they hold 2976 unique securities.

Which pays a higher dividend, QQQ or VTHR?

QQQ yields 0.44% while VTHR yields 1.04%, so VTHR currently pays the higher dividend yield.

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