QQQ vs WCMG

QQQ vs WCMG

Which is better, QQQ or WCMG?

Large Cap Growth against Large Cap Blend.

QQQ has a lower expense ratio. WCMG is less concentrated, with 36.2% of the fund in its ten largest positions against 47.2%.

Lower Fees: QQQLess Concentrated: WCMG

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

MetricQQQWCMG
Expense Ratio0.18%Best0.85%
AUM$498.6B$3M
Dividend Yield0.42%0.00%
Holdings32196
YTD Return+24.32%Best+6.93%
1Y Return+25.59%-
3Y Return (annualized)+28.30%-
5Y Return (annualized)+16.83%-
Top 10 Weight47.2%36.2%Best
Fund FamilyInvesco (US)First Trust Portfolios (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionMar 10, 1999Apr 21, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

QQQ vs WCMG 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

QQQ vs WCMG Performance

Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and First Trust WCM Global Equity ETF (WCMG) is an ETF from First Trust Portfolios (US). Year to date, QQQ is up 24.32% versus a gain of 6.93% for WCMG.

Past performance does not guarantee future results.

Fees and Cost Over Time

QQQ charges 0.18% per year while WCMG 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 0.42% against 0.00% for WCMG.

Holdings Overlap

QQQ already in WCMG4.3%
WCMG already in QQQ8.2%

4.3% of QQQ's money is in holdings WCMG also owns. 8.2% of WCMG's money is in holdings QQQ also owns.

WCMG and QQQ share little of their money.

3 positions in common, counted across the 102 positions we hold weights for in QQQ and 47 in WCMG, against full books of 321 and 96.

What only one of them owns

Our book lists 19 positions for WCMG that do not appear in our book for QQQ (39.4% of the fund), and 93 for QQQ that do not appear in WCMG (93.5%).

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 WCMGDifference
GOOGLAlphabet Inc,class A3.15%4.92%1.77%
WDCWestern Digital Corp.0.68%2.17%1.49%
APPAppLovin Corp. Com Cl A0.44%1.15%0.71%

You are not choosing between two funds in isolation.

Whichever of QQQ and WCMG you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

QQQWCMG

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QQQ or WCMG?

QQQ has an expense ratio of 0.18% while WCMG charges 0.85%. QQQ is the cheaper option, by $67 a year on a $10,000 investment.

What is the holdings overlap between QQQ and WCMG?

8.2% of WCMG's money is in holdings QQQ also owns. 8.2% of WCMG's is in holdings QQQ also owns. They hold 3 positions in common, counted across the 102 positions we hold weights for in QQQ and 47 in WCMG.

Which pays a higher dividend, QQQ or WCMG?

QQQ yields 0.42% while WCMG yields 0.00%, so QQQ currently pays the higher dividend yield.

Is WCMG better than QQQ?

QQQ has a lower expense ratio. WCMG is less concentrated, with 36.2% of the fund in its ten largest positions against 47.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.