QQQ vs WCEO
Invesco QQQ Trust, Series 1 vs Hypatia Women CEO ETF
Quick Verdict
QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. WCEO offers more diversification with 155 holdings.
Side-by-Side Comparison
| Metric | QQQ | WCEO | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.85% | |
| AUM | $496.3B | $12M | |
| Dividend Yield | 0.44% | 0.55% | |
| Holdings | 108 | 155 | |
| YTD Return | +16.64% | +18.61% | |
| 1Y Return | +27.27% | +24.82% | |
| 3Y Return (annualized) | +25.96% | +16.42% | |
| 5Y Return (annualized) | +14.54% | - | |
| Volatility (annualized) | 30.6% | 16.3% | |
| Max Drawdown | -83.0% | -25.9% | |
| Fund Family | Invesco (US) | Hypatia Invest | |
| Category | Equity | Equity | |
| Inception | Mar 10, 1999 | Jan 6, 2023 |
QQQ vs WCEO Performance
Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Hypatia Women CEO ETF (WCEO) is a ETF from Hypatia Invest. Over the past year QQQ returned +27.27% while WCEO returned +24.82%. Year to date, QQQ is up 16.64% versus a gain of 18.61% for WCEO.
Over three years, QQQ compounded at +25.96% per year against +16.42% for WCEO. Across the full 4-year window we track, WCEO has the edge at +13.42% annualized vs +13.03%. 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 16.3% for WCEO. 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 -25.9% for WCEO. 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 0.52. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
QQQ charges 0.18% per year while WCEO charges 0.85%. On a $10,000 position that is $18 vs $85 annually, a gap of $67 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 0.55% for WCEO.
Holdings Overlap
QQQ and WCEO share 4 holdings out of 261 unique holdings combined, representing a 2.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, QQQ or WCEO?
QQQ has an expense ratio of 0.18% while WCEO charges 0.85%. QQQ is the cheaper option. On a $10,000 investment, that is $67 per year of difference.
Which performed better, QQQ or WCEO?
Over the past year QQQ returned +27.27% vs +24.82% for WCEO, so QQQ leads on 1-year performance. Over the longest common window we track (4 years), QQQ annualized +13.03% vs +13.42% for WCEO. Past performance does not guarantee future results.
Which is riskier, QQQ or WCEO?
QQQ has been the more volatile fund at 30.6% annualized versus 16.3% for WCEO. Worst drawdown: QQQ -83.0% vs WCEO -25.9%.
Should I hold both QQQ and WCEO?
QQQ and WCEO have a monthly-return correlation of 0.52, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between QQQ and WCEO?
QQQ and WCEO share 4 common holdings with a 2.2% weight overlap. Combined, they hold 261 unique securities.
Which pays a higher dividend, QQQ or WCEO?
QQQ yields 0.44% while WCEO yields 0.55%, so WCEO currently pays the higher dividend yield.
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