QQQ vs WMSB

QQQ vs WMSB

Which is better, QQQ or WMSB?

QQQ costs less.

QQQ has a lower expense ratio.

Lower Fees: 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

MetricQQQWMSB
Expense Ratio0.18%Best0.65%
AUM$483.5B$27M
Dividend Yield0.44%4.46%
Holdings10794
YTD Return+15.21%Best+0.75%
1Y Return+19.78%-
3Y Return (annualized)+24.58%-
5Y Return (annualized)+13.93%-
Fund FamilyInvesco (US)Weitz Investment Management, Inc
CategoryEquityFixed Income
StyleLarge Cap Growth-
InceptionMar 10, 1999Nov 4, 2025

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

QQQ vs WMSB 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 WMSB Performance

Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and Weitz Multisector Bond ETF (WMSB) is an ETF from Weitz Investment Management, Inc. Year to date, QQQ is up 15.21% versus a gain of 0.75% for WMSB.

Past performance does not guarantee future results.

Fees and Cost Over Time

QQQ charges 0.18% per year while WMSB charges 0.65%. On a $10,000 position that is $18 vs $65 annually, a gap of $47 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 4.46% for WMSB.

Holdings Overlap

We hold position weights for 102 holdings in QQQ and 25 in WMSB, totalling 99.9% and 29.6% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 102 positions we hold weights for in QQQ and 25 in WMSB, against full books of 107 and 94.

You are not choosing between two funds in isolation.

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

QQQWMSB

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QQQ or WMSB?

QQQ has an expense ratio of 0.18% while WMSB charges 0.65%. QQQ is the cheaper option, by $47 a year on a $10,000 investment.

Which pays a higher dividend, QQQ or WMSB?

QQQ yields 0.44% while WMSB yields 4.46%, so WMSB currently pays the higher dividend yield.

Is WMSB better than QQQ?

QQQ has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.