QQQ vs WLDR
Invesco QQQ Trust, Series 1 vs Simplify Affinity World Leaders Equity ETF
Quick Verdict
QQQ has a lower expense ratio. WLDR delivered stronger 1-year returns. WLDR offers more diversification with 116 holdings.
Side-by-Side Comparison
| Metric | QQQ | WLDR | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.67% | |
| AUM | $496.3B | $96M | |
| Dividend Yield | 0.44% | 1.30% | |
| Holdings | 108 | 116 | |
| YTD Return | +16.64% | +32.05% | |
| 1Y Return | +27.27% | +50.28% | |
| 3Y Return (annualized) | +25.96% | +32.77% | |
| 5Y Return (annualized) | +14.54% | +18.89% | |
| Volatility (annualized) | 30.6% | 18.7% | |
| Max Drawdown | -83.0% | -47.1% | |
| Fund Family | Invesco (US) | Simplify Exchange Traded Funds | |
| Category | Equity | Equity | |
| Inception | Mar 10, 1999 | Jan 16, 2018 |
QQQ vs WLDR Performance
Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Simplify Affinity World Leaders Equity ETF (WLDR) is a ETF from Simplify Exchange Traded Funds. Over the past year QQQ returned +27.27% while WLDR returned +50.28%. Year to date, QQQ is up 16.64% versus a gain of 32.05% for WLDR.
Over three years, QQQ compounded at +25.96% per year against +32.77% for WLDR; over five years the annualized figures are +14.54% and +18.89% respectively. Across the full 9-year window we track, QQQ has the edge at +13.03% annualized vs +11.62%. 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 18.7% for WLDR. 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 -47.1% for WLDR. 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 0.75. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
QQQ charges 0.18% per year while WLDR charges 0.67%. On a $10,000 position that is $18 vs $67 annually, a gap of $49 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 1.30% for WLDR.
Holdings Overlap
QQQ and WLDR share 6 holdings out of 208 unique holdings combined, representing a 6.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, QQQ or WLDR?
QQQ has an expense ratio of 0.18% while WLDR charges 0.67%. QQQ is the cheaper option. On a $10,000 investment, that is $49 per year of difference.
Which performed better, QQQ or WLDR?
Over the past year QQQ returned +27.27% vs +50.28% for WLDR, so WLDR leads on 1-year performance. Over the longest common window we track (9 years), QQQ annualized +13.03% vs +11.62% for WLDR. Past performance does not guarantee future results.
Which is riskier, QQQ or WLDR?
QQQ has been the more volatile fund at 30.6% annualized versus 18.7% for WLDR. Worst drawdown: QQQ -83.0% vs WLDR -47.1%.
Should I hold both QQQ and WLDR?
QQQ and WLDR have a monthly-return correlation of 0.75, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between QQQ and WLDR?
QQQ and WLDR share 6 common holdings with a 6.6% weight overlap. Combined, they hold 208 unique securities.
Which pays a higher dividend, QQQ or WLDR?
QQQ yields 0.44% while WLDR yields 1.30%, so WLDR currently pays the higher dividend yield.
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