QQQ vs WIMA
Invesco QQQ Trust, Series 1 vs WisdomTree International Adaptive Moving Average Fund ETF
Quick Verdict
QQQ has a lower expense ratio. WIMA offers more diversification with 490 holdings.
Side-by-Side Comparison
| Metric | QQQ | WIMA | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.42% | |
| AUM | $496.3B | $73M | |
| Dividend Yield | 0.44% | 0.98% | |
| Holdings | 108 | 490 | |
| YTD Return | +19.52% | +14.11% | |
| 1Y Return | +26.68% | - | |
| 3Y Return (annualized) | +26.64% | - | |
| 5Y Return (annualized) | +15.36% | - | |
| Volatility (annualized) | 30.6% | - | |
| Max Drawdown | -83.0% | -4.8% | |
| Fund Family | Invesco (US) | WisdomTree Investments | |
| Category | Equity | Equity | |
| Inception | Mar 10, 1999 | Mar 12, 2026 |
QQQ vs WIMA Performance
Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and WisdomTree International Adaptive Moving Average Fund ETF (WIMA) is a ETF from WisdomTree Investments. Year to date, QQQ is up 19.52% versus a gain of 14.11% for WIMA.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -83.0% for QQQ and -4.8% for WIMA. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
QQQ charges 0.18% per year while WIMA charges 0.42%. On a $10,000 position that is $18 vs $42 annually, a gap of $24 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 0.98% for WIMA.
Holdings Overlap
QQQ and WIMA share 2 holdings out of 582 unique holdings combined, representing a 0.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, QQQ or WIMA?
QQQ has an expense ratio of 0.18% while WIMA charges 0.42%. QQQ is the cheaper option. On a $10,000 investment, that is $24 per year of difference.
What is the holdings overlap between QQQ and WIMA?
QQQ and WIMA share 2 common holdings with a 0.2% weight overlap. Combined, they hold 582 unique securities.
Which pays a higher dividend, QQQ or WIMA?
QQQ yields 0.44% while WIMA yields 0.98%, so WIMA 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.