QQQ vs WISE

QQQ vs WISE

Which is better, QQQ or WISE?

Large Cap Growth against Large Cap Blend.

QQQ has a lower expense ratio. QQQ led over 1Y and the full window. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 52.1%.

Lower Fees: QQQHigher Returns: QQQLess Concentrated: QQQ

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

MetricQQQWISE
Expense Ratio0.18%Best0.35%
AUM$486.1B$29M
Dividend Yield0.44%4.68%
Holdings10748
YTD Return+17.54%Best-11.25%
1Y Return+25.59%Best-6.12%
3Y Return (annualized)+24.63%-
5Y Return (annualized)+14.18%-
Volatility (annualized)16.9%Best30.8%
Max Drawdown-22.8%Best-39.1%
$10,000 over 2.7 years$18,457Best$14,461
Top 10 Weight46.5%Best52.1%
Fund FamilyInvesco (US)Themes ETFs
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionMar 10, 1999Dec 8, 2023

Volatility and max drawdown, and the $10,000 over 2.7 years row, are measured over the window both funds cover: Dec 8, 2023 to Sep 4, 2026 (2.7 years).

QQQ vs WISE 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 covers the 2.7 years both funds cover.

QQQ vs WISE Performance

Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and Themes Generative Artificial Intelligence ETF (WISE) is an ETF from Themes ETFs. Over the past year QQQ returned +25.59% while WISE returned -6.12%. Year to date, QQQ is up 17.54% versus a loss of 11.25% for WISE.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

WISE has been the more volatile fund, with annualized monthly volatility of 30.8% compared with 16.9% for QQQ. 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 -22.8% for QQQ and -39.1% for WISE. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

QQQ charges 0.18% per year while WISE charges 0.35%. On a $10,000 position that is $18 vs $35 annually, a gap of $17 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 4.68% for WISE.

Holdings Overlap

QQQ already in WISE24.9%
WISE already in QQQ33.4%

24.9% of QQQ's money is in holdings WISE also owns. 33.4% of WISE's money is in holdings QQQ also owns.

The two portfolios partly overlap.

7 positions in common, counted across the 102 positions we hold weights for in QQQ and 41 in WISE, against full books of 107 and 48.

What only one of them owns

Our book lists 24 positions for WISE that do not appear in our book for QQQ (46.5% of the fund), and 87 for QQQ that do not appear in WISE (72.0%).

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 WISEDifference
AMDAdvanced Micro Devices Inc3.45%11.20%7.75%
NVDANvidia Corp.8.44%5.32%3.12%
AMZNAmazon.Com Inc4.67%3.87%0.80%
AVGOBroadcom Inc3.16%4.13%0.97%
GOOGL Alphabet Inc. Class A3.36%3.07%0.29%
PLTRPalantir Technologies Inc1.60%4.12%2.52%
CRWVCoreweave Inc Class A0.18%1.72%1.54%

33.4% of WISE is already inside QQQ.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

QQQWISE

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QQQ or WISE?

QQQ has an expense ratio of 0.18% while WISE charges 0.35%. QQQ is the cheaper option, by $17 a year on a $10,000 investment.

Which performed better, QQQ or WISE?

Over the past year QQQ returned +25.59% vs -6.12% for WISE, so QQQ leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QQQ or WISE?

WISE has been the more volatile fund at 30.8% annualized versus 16.9% for QQQ. Worst drawdown: QQQ -22.8% vs WISE -39.1%.

Should I hold both QQQ and WISE?

QQQ and WISE have a monthly-return correlation of 0.80, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between QQQ and WISE?

33.4% of WISE's money is in holdings QQQ also owns. 33.4% of WISE's is in holdings QQQ also owns. They hold 7 positions in common, counted across the 102 positions we hold weights for in QQQ and 41 in WISE.

Which pays a higher dividend, QQQ or WISE?

QQQ yields 0.44% while WISE yields 4.68%, so WISE currently pays the higher dividend yield.

Is WISE better than QQQ?

QQQ has a lower expense ratio. QQQ led over 1Y and the full window. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 52.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.