QQQ vs WCBR
Invesco QQQ Trust, Series 1 vs WisdomTree Cybersecurity Fund
Which is better, QQQ or WCBR?
Large Cap Growth against All Cap Blend.
QQQ has a lower expense ratio. QQQ led over 5Y and the full window, WCBR over 1Y and 3Y. QQQ is less concentrated, with 47.2% of the fund in its ten largest positions against 57.8%.
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
| Metric | QQQ | WCBR |
|---|---|---|
| Expense Ratio | 0.18%Best | 0.45% |
| AUM | $498.6B | $180M |
| Dividend Yield | 0.42% | 0.00% |
| Holdings | 321 | 32 |
| YTD Return | +22.67% | +71.28%Best |
| 1Y Return | +24.33% | +46.37%Best |
| 3Y Return (annualized) | +29.05% | +32.84%Best |
| 5Y Return (annualized) | +17.00%Best | +13.38% |
| Volatility (annualized) | 19.9%Best | 29.1% |
| Max Drawdown | -35.1%Best | -52.3% |
| $10,000 over 5 years | $21,924Best | $18,736 |
| Top 10 Weight | 47.2%Best | 57.8% |
| Fund Family | Invesco (US) | WisdomTree Investments |
| Category | Equity | Equity |
| Style | Large Cap Growth | All Cap Blend |
| Inception | Mar 10, 1999 | Jan 28, 2021 |
Volatility and max drawdown are measured over the window both funds cover: Jan 28, 2021 to Oct 2, 2026 (5.7 years).
QQQ vs WCBR 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 5.7 years both funds cover.
QQQ vs WCBR Performance
Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and WisdomTree Cybersecurity Fund (WCBR) is an ETF from WisdomTree Investments. Over the past year QQQ returned +24.33% while WCBR returned +46.37%. Year to date, QQQ is up 22.67% versus a gain of 71.28% for WCBR.
Over three years, QQQ compounded at +29.05% per year against +32.84% for WCBR; over five years the annualized figures are +17.00% and +13.38% respectively. Across the full 6-year window we track, QQQ has the edge at +16.78% annualized vs +12.00%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
WCBR has been the more volatile fund, with annualized monthly volatility of 29.1% compared with 19.9% 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 -35.1% for QQQ and -52.3% for WCBR. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.62. They move together some of the time, and apart the rest.
Fees and Cost Over Time
QQQ charges 0.18% per year while WCBR charges 0.45%. On a $10,000 position that is $18 vs $45 annually, a gap of $27 per year that compounds over a long holding period. On income, QQQ currently yields 0.42% against 0.00% for WCBR.
Holdings Overlap
2.9% of QQQ's money is in holdings WCBR also owns. 25.1% of WCBR's money is in holdings QQQ also owns.
WCBR and QQQ share little of their money.
4 positions in common, counted across the 102 positions we hold weights for in QQQ and 25 in WCBR, against full books of 321 and 32.
What only one of them owns
Our book lists 17 positions for WCBR that do not appear in our book for QQQ (65.5% of the fund), and 92 for QQQ that do not appear in WCBR (94.8%).
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.
25.1% of WCBR 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.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, QQQ or WCBR?
QQQ has an expense ratio of 0.18% while WCBR charges 0.45%. QQQ is the cheaper option, by $27 a year on a $10,000 investment.
Which performed better, QQQ or WCBR?
Over the past year QQQ returned +24.33% vs +46.37% for WCBR, so WCBR leads on 1-year performance. Over the longest common window we track (6 years), QQQ annualized +16.78% vs +12.00% for WCBR. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, QQQ or WCBR?
WCBR has been the more volatile fund at 29.1% annualized versus 19.9% for QQQ. Worst drawdown: QQQ -35.1% vs WCBR -52.3%.
Should I hold both QQQ and WCBR?
QQQ and WCBR have a monthly-return correlation of 0.62, 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 WCBR?
25.1% of WCBR's money is in holdings QQQ also owns. 25.1% of WCBR's is in holdings QQQ also owns. They hold 4 positions in common, counted across the 102 positions we hold weights for in QQQ and 25 in WCBR.
Which pays a higher dividend, QQQ or WCBR?
QQQ yields 0.42% while WCBR yields 0.00%, so QQQ currently pays the higher dividend yield.
Is WCBR better than QQQ?
QQQ has a lower expense ratio. QQQ led over 5Y and the full window, WCBR over 1Y and 3Y. QQQ is less concentrated, with 47.2% of the fund in its ten largest positions against 57.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.