QQQ vs WMTI

QQQ vs WMTI

Which is better, QQQ or WMTI?

Large Cap Growth against Option Writing.

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

MetricQQQWMTI
Expense Ratio0.18%Best0.99%
AUM$483.5B$13M
Dividend Yield0.44%28.83%
Holdings1076
YTD Return+17.21%Best-23.46%
1Y Return+22.10%-
3Y Return (annualized)+25.27%-
5Y Return (annualized)+14.60%-
Fund FamilyInvesco (US)REX Shares
CategoryEquityAlternative
StyleLarge Cap GrowthOption Writing
InceptionMar 10, 1999Nov 4, 2025

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

QQQ vs WMTI 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 WMTI Performance

Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and REX WMT Growth & Income ETF (WMTI) is an ETF from REX Shares. Year to date, QQQ is up 17.21% versus a loss of 23.46% for WMTI.

Past performance does not guarantee future results.

Fees and Cost Over Time

QQQ charges 0.18% per year while WMTI charges 0.99%. On a $10,000 position that is $18 vs $99 annually, a gap of $81 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 28.83% for WMTI.

Holdings Overlap

We hold position weights for 102 holdings in QQQ and 1 in WMTI, totalling 99.9% and 0.8% 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 1 in WMTI, against full books of 107 and 6.

You are not choosing between two funds in isolation.

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

QQQWMTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QQQ or WMTI?

QQQ has an expense ratio of 0.18% while WMTI charges 0.99%. QQQ is the cheaper option, by $81 a year on a $10,000 investment.

Which pays a higher dividend, QQQ or WMTI?

QQQ yields 0.44% while WMTI yields 28.83%, so WMTI currently pays the higher dividend yield.

Is WMTI 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.