QQQ vs WIMA

QQQ vs WIMA

Which is better, QQQ or WIMA?

Large Cap Growth against Large Cap Blend.

QQQ has a lower expense ratio. WIMA is less concentrated, with 16.1% of the fund in its ten largest positions against 46.5%.

Lower Fees: QQQLess Concentrated: WIMA

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

MetricQQQWIMA
Expense Ratio0.18%Best0.42%
AUM$483.5B$72M
Dividend Yield0.44%0.96%
Holdings107500
YTD Return+17.95%Best+10.74%
1Y Return+21.77%-
3Y Return (annualized)+25.63%-
5Y Return (annualized)+15.24%-
Top 10 Weight46.5%16.1%Best
Fund FamilyInvesco (US)WisdomTree Investments
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionMar 10, 1999Mar 12, 2026

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

QQQ vs WIMA 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 WIMA Performance

Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and WisdomTree International Adaptive Moving Average Fund ETF (WIMA) is an ETF from WisdomTree Investments. Year to date, QQQ is up 17.95% versus a gain of 10.74% for WIMA.

Past performance does not guarantee future results.

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 0.96% for WIMA.

Holdings Overlap

QQQ already in WIMA0.4%
WIMA already in QQQ0.2%

0.4% of QQQ's money is in holdings WIMA also owns. 0.2% of WIMA's money is in holdings QQQ also owns.

We cannot see either book well enough to say how much of this pair is duplicated.

2 positions in common, counted across the 102 positions we hold weights for in QQQ and 482 in WIMA, against full books of 107 and 500.

What only one of them owns

Our book lists 11 positions for WIMA that do not appear in our book for QQQ (1.2% of the fund), and 96 for QQQ that do not appear in WIMA (97.5%).

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 WIMADifference
FER:ASFerrovial Se0.21%0.13%0.08%
CCEP:LNCoca-Cola Europacific Partne0.21%0.10%0.11%

You are not choosing between two funds in isolation.

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

QQQWIMA

Free for up to 10 holdings. No account needed.

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, by $24 a year on a $10,000 investment.

Which pays a higher dividend, QQQ or WIMA?

QQQ yields 0.44% while WIMA yields 0.96%, so WIMA currently pays the higher dividend yield.

Is WIMA better than QQQ?

QQQ has a lower expense ratio. WIMA is less concentrated, with 16.1% of the fund in its ten largest positions against 46.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.