QQQ vs VTV

QQQ vs VTV

Which is better, QQQ or VTV?

Large Cap Growth against Large Cap Value.

VTV has a lower expense ratio. QQQ led over 3Y, 5Y and the full window, VTV over 1Y. VTV is less concentrated, with 23.6% of the fund in its ten largest positions against 46.5%.

Lower Fees: VTVHigher Returns: splitLess Concentrated: VTV

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

MetricQQQVTV
Expense Ratio0.18%0.03%Best
AUM$483.5B$187.8B
Dividend Yield0.44%1.82%
Holdings107311
YTD Return+15.86%+16.54%Best
1Y Return+22.63%+23.50%Best
3Y Return (annualized)+24.15%Best+18.57%
5Y Return (annualized)+14.16%Best+12.54%
Volatility (annualized)18.3%14.5%Best
Max Drawdown-53.5%Best-61.3%
$10,000 over 5 years$19,390Best$18,052
Top 10 Weight46.5%23.6%Best
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Value
InceptionMar 10, 1999Jan 26, 2004

Volatility and max drawdown are measured over the window both funds cover: Jan 30, 2004 to Sep 10, 2026 (22.6 years).

QQQ vs VTV 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 22.6 years both funds cover.

QQQ vs VTV Performance

Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and Vanguard Morningstar Value ETF (VTV) is an ETF from Vanguard (US). Over the past year QQQ returned +22.63% while VTV returned +23.50%. Year to date, QQQ is up 15.86% versus a gain of 16.54% for VTV.

Over three years, QQQ compounded at +24.15% per year against +18.57% for VTV; over five years the annualized figures are +14.16% and +12.54% respectively. Across the full 23-year window we track, QQQ has the edge at +14.10% annualized vs +7.51%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 18.3% compared with 14.5% for VTV. 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 -53.5% for QQQ and -61.3% for VTV. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.75. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

QQQ charges 0.18% per year while VTV charges 0.03%. On a $10,000 position that is $18 vs $3 annually, a gap of $15 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 1.82% for VTV.

Holdings Overlap

QQQ already in VTV24.7%
VTV already in QQQ19.0%

24.7% of QQQ's money is in holdings VTV also owns. 19.0% of VTV's money is in holdings QQQ also owns.

QQQ and VTV share little of their money.

38 positions in common, counted across the 102 positions we hold weights for in QQQ and 308 in VTV, against full books of 107 and 311.

What only one of them owns

Our book lists 261 positions for VTV that do not appear in our book for QQQ (78.4% of the fund), and 57 for QQQ that do not appear in VTV (72.3%).

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 VTVDifference
MUMicron Technology, Inc.4.43%4.87%0.44%
WMTWalmart, Inc.2.41%1.86%0.55%
CSCOCisco Systems Inc. - Ordinary Shares2.10%1.56%0.54%
INTCIntel Corp.2.23%1.05%1.18%
AMGNAmgen Inc.0.97%0.73%0.24%
TXNTexas Instruments, Inc1.12%0.51%0.61%
ADIAnalog Devices, Inc.0.81%0.72%0.09%
PEPPepsico Inc.0.83%0.69%0.14%
QCOMQualcomm Inc.0.73%0.73%0.00%
GILDGilead Sciences Inc0.72%0.59%0.13%

24.7% of QQQ is already inside VTV.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

QQQVTV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QQQ or VTV?

QQQ has an expense ratio of 0.18% while VTV charges 0.03%. VTV is the cheaper option, by $15 a year on a $10,000 investment.

Which performed better, QQQ or VTV?

Over the past year QQQ returned +22.63% vs +23.50% for VTV, so VTV leads on 1-year performance. Over the longest common window we track (23 years), QQQ annualized +14.10% vs +7.51% for VTV. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QQQ or VTV?

QQQ has been the more volatile fund at 18.3% annualized versus 14.5% for VTV. Worst drawdown: QQQ -53.5% vs VTV -61.3%.

Should I hold both QQQ and VTV?

QQQ and VTV have a monthly-return correlation of 0.75, 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 VTV?

24.7% of QQQ's money is in holdings VTV also owns. 19.0% of VTV's is in holdings QQQ also owns. They hold 38 positions in common, counted across the 102 positions we hold weights for in QQQ and 308 in VTV.

Which pays a higher dividend, QQQ or VTV?

QQQ yields 0.44% while VTV yields 1.82%, so VTV currently pays the higher dividend yield.

Is VTV better than QQQ?

VTV has a lower expense ratio. QQQ led over 3Y, 5Y and the full window, VTV over 1Y. VTV is less concentrated, with 23.6% of the fund in its ten largest positions against 46.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.