QQQ vs WCAP

Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 103 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: QQQ

Side-by-Side Comparison

MetricQQQWCAPWinner
Expense Ratio0.18%1.00%
AUM$455.8B$60M
Dividend Yield0.41%0.04%
Holdings10831
YTD Return+17.46%-3.26%
1Y Return+26.02%-5.89%
3Y Return (annualized)+25.51%-
5Y Return (annualized)+15.12%-
Volatility (annualized)30.6%-
Max Drawdown-83.0%-15.9%
Fund FamilyInvesco (US)Warren Capital Group
CategoryEquityEquity
InceptionMar 10, 1999Sep 11, 2025

QQQ vs WCAP Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and WarCap Unconstrained Equity ETF (WCAP) is a ETF from Warren Capital Group. Over the past year QQQ returned +26.02% while WCAP returned -5.89%. Year to date, QQQ is up 17.46% versus a loss of 3.26% for WCAP.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -83.0% for QQQ and -15.9% for WCAP. 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 WCAP charges 1.00%. On a $10,000 position that is $18 vs $100 annually, a gap of $82 per year that compounds over a long holding period. On income, QQQ currently yields 0.41% against 0.04% for WCAP.

Holdings Overlap

19.1%overlap

QQQ and WCAP share 9 holdings out of 124 unique holdings combined, representing a 19.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in QQQWeight in WCAPDifference
AAPL7.46%3.74%3.72%
TSLA3.16%4.76%1.60%
META3.11%4.36%1.25%
GOOGLProProPro
ASML:ASProProPro
NFLXProProPro
CRWDProProPro
COSTProProPro
LIN:IEProProPro
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Frequently Asked Questions

Which is cheaper, QQQ or WCAP?

QQQ has an expense ratio of 0.18% while WCAP charges 1.00%. QQQ is the cheaper option. On a $10,000 investment, that is $82 per year of difference.

Which performed better, QQQ or WCAP?

Over the past year QQQ returned +26.02% vs -5.89% for WCAP, so QQQ leads on 1-year performance. Past performance does not guarantee future results.

What is the holdings overlap between QQQ and WCAP?

QQQ and WCAP share 9 common holdings with a 19.1% weight overlap. Combined, they hold 124 unique securities.

Which pays a higher dividend, QQQ or WCAP?

QQQ yields 0.41% while WCAP yields 0.04%, so QQQ currently pays the higher dividend yield.

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