QQQ vs WCBR
Invesco QQQ Trust, Series 1 vs WisdomTree Cybersecurity Fund
Quick Verdict
QQQ has a lower expense ratio. WCBR delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.
Side-by-Side Comparison
| Metric | QQQ | WCBR | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.45% | |
| AUM | $496.3B | $139M | |
| Dividend Yield | 0.44% | 0.00% | |
| Holdings | 108 | 32 | |
| YTD Return | +16.23% | +43.22% | |
| 1Y Return | +26.23% | +31.28% | |
| 3Y Return (annualized) | +25.75% | +26.23% | |
| 5Y Return (annualized) | +14.78% | +8.80% | |
| Volatility (annualized) | 30.6% | 28.9% | |
| Max Drawdown | -83.0% | -52.3% | |
| Fund Family | Invesco (US) | WisdomTree Investments | |
| Category | Equity | Equity | |
| Inception | Mar 10, 1999 | Jan 28, 2021 |
QQQ vs WCBR Performance
Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and WisdomTree Cybersecurity Fund (WCBR) is a ETF from WisdomTree Investments. Over the past year QQQ returned +26.23% while WCBR returned +31.28%. Year to date, QQQ is up 16.23% versus a gain of 43.22% for WCBR.
Over three years, QQQ compounded at +25.75% per year against +26.23% for WCBR; over five years the annualized figures are +14.78% and +8.80% respectively. Across the full 6-year window we track, QQQ has the edge at +13.02% annualized vs +8.71%. 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 28.9% for WCBR. 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 -52.3% for WCBR. 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 0.62. They move independently enough that combining them can meaningfully diversify a portfolio.
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 0.44% against 0.00% for WCBR.
Holdings Overlap
QQQ and WCBR share 4 holdings out of 123 unique holdings combined, representing a 3.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $27 per year of difference.
Which performed better, QQQ or WCBR?
Over the past year QQQ returned +26.23% vs +31.28% for WCBR, so WCBR leads on 1-year performance. Over the longest common window we track (6 years), QQQ annualized +13.02% vs +8.71% for WCBR. Past performance does not guarantee future results.
Which is riskier, QQQ or WCBR?
QQQ has been the more volatile fund at 30.6% annualized versus 28.9% for WCBR. Worst drawdown: QQQ -83.0% vs WCBR -52.3%.
Should I hold both QQQ and WCBR?
QQQ and WCBR have a monthly-return correlation of 0.62, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between QQQ and WCBR?
QQQ and WCBR share 4 common holdings with a 3.2% weight overlap. Combined, they hold 123 unique securities.
Which pays a higher dividend, QQQ or WCBR?
QQQ yields 0.44% while WCBR yields 0.00%, so QQQ currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.