QQQ vs WFH

QQQ vs WFH
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Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: QQQ

Side-by-Side Comparison

MetricQQQWFHWinner
Expense Ratio0.18%0.45%
AUM$496.3B$13M
Dividend Yield0.44%1.05%
Holdings10841
YTD Return+16.64%+15.01%
1Y Return+27.27%+24.89%
3Y Return (annualized)+25.96%+20.91%
5Y Return (annualized)+14.54%+5.89%
Volatility (annualized)30.6%21.9%
Max Drawdown-83.0%-51.2%
Fund FamilyInvesco (US)Direxion Funds
CategoryEquityEquity
InceptionMar 10, 1999Jun 25, 2020

QQQ vs WFH Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Direxion Work From Home ETF (WFH) is a ETF from Direxion Funds. Over the past year QQQ returned +27.27% while WFH returned +24.89%. Year to date, QQQ is up 16.64% versus a gain of 15.01% for WFH.

Over three years, QQQ compounded at +25.96% per year against +20.91% for WFH; over five years the annualized figures are +14.54% and +5.89% respectively. Across the full 5-year window we track, QQQ has the edge at +13.03% annualized vs +8.01%. 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 21.9% for WFH. 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 -51.2% for WFH. 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 0.83. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

QQQ charges 0.18% per year while WFH 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 1.05% for WFH.

Frequently Asked Questions

Which is cheaper, QQQ or WFH?

QQQ has an expense ratio of 0.18% while WFH 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 WFH?

Over the past year QQQ returned +27.27% vs +24.89% for WFH, so QQQ leads on 1-year performance. Over the longest common window we track (5 years), QQQ annualized +13.03% vs +8.01% for WFH. Past performance does not guarantee future results.

Which is riskier, QQQ or WFH?

QQQ has been the more volatile fund at 30.6% annualized versus 21.9% for WFH. Worst drawdown: QQQ -83.0% vs WFH -51.2%.

Should I hold both QQQ and WFH?

QQQ and WFH have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, QQQ or WFH?

QQQ yields 0.44% while WFH yields 1.05%, so WFH currently pays the higher dividend yield.

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