QQQ vs WIP

QQQ vs WIP
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Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. WIP offers more diversification with 199 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: WIP

Side-by-Side Comparison

MetricQQQWIPWinner
Expense Ratio0.18%0.50%
AUM$496.3B$474M
Dividend Yield0.44%5.98%
Holdings108199
YTD Return+16.23%+4.98%
1Y Return+26.23%+9.89%
3Y Return (annualized)+25.75%+5.43%
5Y Return (annualized)+14.78%-0.20%
Volatility (annualized)30.6%11.1%
Max Drawdown-83.0%-34.4%
Fund FamilyInvesco (US)SPDR State Street Global Advisors
CategoryEquityFixed Income
InceptionMar 10, 1999Mar 13, 2008

QQQ vs WIP Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) is a ETF from SPDR State Street Global Advisors. Over the past year QQQ returned +26.23% while WIP returned +9.89%. Year to date, QQQ is up 16.23% versus a gain of 4.98% for WIP.

Over three years, QQQ compounded at +25.75% per year against +5.43% for WIP; over five years the annualized figures are +14.78% and -0.20% respectively. Across the full 18-year window we track, QQQ has the edge at +13.02% annualized vs -0.46%. 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 11.1% for WIP. 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 -34.4% for WIP. 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 0.58. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

QQQ charges 0.18% per year while WIP charges 0.50%. On a $10,000 position that is $18 vs $50 annually, a gap of $32 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 5.98% for WIP.

Holdings Overlap

0.0%overlap

QQQ and WIP share 0 holdings out of 108 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, QQQ or WIP?

QQQ has an expense ratio of 0.18% while WIP charges 0.50%. QQQ is the cheaper option. On a $10,000 investment, that is $32 per year of difference.

Which performed better, QQQ or WIP?

Over the past year QQQ returned +26.23% vs +9.89% for WIP, so QQQ leads on 1-year performance. Over the longest common window we track (18 years), QQQ annualized +13.02% vs -0.46% for WIP. Past performance does not guarantee future results.

Which is riskier, QQQ or WIP?

QQQ has been the more volatile fund at 30.6% annualized versus 11.1% for WIP. Worst drawdown: QQQ -83.0% vs WIP -34.4%.

Should I hold both QQQ and WIP?

QQQ and WIP have a monthly-return correlation of 0.58, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and WIP?

QQQ and WIP share 0 common holdings with a 0.0% weight overlap. Combined, they hold 108 unique securities.

Which pays a higher dividend, QQQ or WIP?

QQQ yields 0.44% while WIP yields 5.98%, so WIP currently pays the higher dividend yield.

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