QQQ vs VYM

QQQ vs VYM

Which is better, QQQ or VYM?

Large Cap Growth against Large Cap Value.

VYM has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 46.5%.

Lower Fees: VYMHigher Returns: QQQLess Concentrated: VYM

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

MetricQQQVYM
Expense Ratio0.18%0.04%Best
AUM$483.5B$81.6B
Dividend Yield0.44%2.22%
Holdings107613
YTD Return+16.87%Best+13.91%
1Y Return+22.98%Best+17.57%
3Y Return (annualized)+24.98%Best+18.12%
5Y Return (annualized)+14.39%Best+12.17%
Volatility (annualized)18.7%14.5%Best
Max Drawdown-53.5%Best-58.8%
$10,000 over 5 years$19,586Best$17,758
Top 10 Weight46.5%25.9%Best
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Value
InceptionMar 10, 1999Nov 10, 2006

Volatility and max drawdown are measured over the window both funds cover: Nov 16, 2006 to Sep 11, 2026 (19.8 years).

QQQ vs VYM 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 19.8 years both funds cover.

QQQ vs VYM Performance

Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year QQQ returned +22.98% while VYM returned +17.57%. Year to date, QQQ is up 16.87% versus a gain of 13.91% for VYM.

Over three years, QQQ compounded at +24.98% per year against +18.12% for VYM; over five years the annualized figures are +14.39% and +12.17% respectively. Across the full 20-year window we track, QQQ has the edge at +15.25% annualized vs +6.95%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 18.7% compared with 14.5% for VYM. 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 -58.8% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.73. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

QQQ charges 0.18% per year while VYM charges 0.04%. On a $10,000 position that is $18 vs $4 annually, a gap of $14 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 2.22% for VYM.

Holdings Overlap

QQQ already in VYM17.4%
VYM already in QQQ20.0%

17.4% of QQQ's money is in holdings VYM also owns. 20.0% of VYM's money is in holdings QQQ also owns.

VYM and QQQ share little of their money.

28 positions in common, counted across the 102 positions we hold weights for in QQQ and 603 in VYM, against full books of 107 and 613.

What only one of them owns

Our book lists 540 positions for VYM that do not appear in our book for QQQ (77.5% of the fund), and 67 for QQQ that do not appear in VYM (79.7%).

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 VYMDifference
AVGOBroadcom Inc3.16%7.29%4.13%
CSCOCisco Systems Inc. - Ordinary Shares2.10%1.93%0.17%
TXNTexas Instruments, Inc1.12%1.13%0.01%
LINLinde Plc Ordinary Shares1.00%0.99%0.01%
AMGNAmgen Inc.0.97%0.75%0.22%
ADIAnalog Devices, Inc.0.81%0.80%0.01%
PEPPepsico Inc.0.83%0.77%0.06%
QCOMQualcomm Inc.0.73%0.81%0.08%
GILDGilead Sciences Inc0.72%0.65%0.07%
TMUST-Mobile Us Inc Com Usd0.000010.82%0.34%0.48%

20.0% of VYM is already inside QQQ.

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

QQQVYM

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Frequently Asked Questions

Which is cheaper, QQQ or VYM?

QQQ has an expense ratio of 0.18% while VYM charges 0.04%. VYM is the cheaper option, by $14 a year on a $10,000 investment.

Which performed better, QQQ or VYM?

Over the past year QQQ returned +22.98% vs +17.57% for VYM, so QQQ leads on 1-year performance. Over the longest common window we track (20 years), QQQ annualized +15.25% vs +6.95% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QQQ or VYM?

QQQ has been the more volatile fund at 18.7% annualized versus 14.5% for VYM. Worst drawdown: QQQ -53.5% vs VYM -58.8%.

Should I hold both QQQ and VYM?

QQQ and VYM have a monthly-return correlation of 0.73, 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 VYM?

20.0% of VYM's money is in holdings QQQ also owns. 20.0% of VYM's is in holdings QQQ also owns. They hold 28 positions in common, counted across the 102 positions we hold weights for in QQQ and 603 in VYM.

Which pays a higher dividend, QQQ or VYM?

QQQ yields 0.44% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than QQQ?

VYM has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. VYM is less concentrated, with 25.9% 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.