QQQ vs WSGE

QQQ vs WSGE
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Quick Verdict

QQQ has a lower expense ratio. WSGE offers more diversification with 137 holdings.

Lower Fees: QQQHigher Returns: TiedMore Diversified: WSGE

Side-by-Side Comparison

MetricQQQWSGEWinner
Expense Ratio0.18%0.80%
AUM$496.3B$63M
Dividend Yield0.44%0.24%
Holdings108137
YTD Return+16.64%+14.51%
1Y Return+27.27%-
3Y Return (annualized)+25.96%-
5Y Return (annualized)+14.54%-
Volatility (annualized)30.6%-
Max Drawdown-83.0%-9.3%
Fund FamilyInvesco (US)Warren Street Wealth Advisors, LLC
CategoryEquityEquity
InceptionMar 10, 1999Dec 10, 2025

QQQ vs WSGE Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Warren Street Global Equity ETF (WSGE) is a ETF from Warren Street Wealth Advisors, LLC. Year to date, QQQ is up 16.64% versus a gain of 14.51% for WSGE.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -83.0% for QQQ and -9.3% for WSGE. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

QQQ charges 0.18% per year while WSGE charges 0.80%. On a $10,000 position that is $18 vs $80 annually, a gap of $62 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 0.24% for WSGE.

Holdings Overlap

0.2%overlap

QQQ and WSGE share 1 holdings out of 236 unique holdings combined, representing a 0.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in QQQWeight in WSGEDifference
CSCO2.10%0.19%1.91%

Frequently Asked Questions

Which is cheaper, QQQ or WSGE?

QQQ has an expense ratio of 0.18% while WSGE charges 0.80%. QQQ is the cheaper option. On a $10,000 investment, that is $62 per year of difference.

What is the holdings overlap between QQQ and WSGE?

QQQ and WSGE share 1 common holdings with a 0.2% weight overlap. Combined, they hold 236 unique securities.

Which pays a higher dividend, QQQ or WSGE?

QQQ yields 0.44% while WSGE yields 0.24%, so QQQ currently pays the higher dividend yield.

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See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
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