QQQ vs WTIP
Invesco QQQ Trust, Series 1 vs WisdomTree Inflation Plus Fund ETF
Quick Verdict
QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 103 holdings.
Side-by-Side Comparison
| Metric | QQQ | WTIP | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.65% | |
| AUM | $455.8B | $21M | |
| Dividend Yield | 0.41% | 3.85% | |
| Holdings | 108 | 35 | |
| YTD Return | +18.31% | +9.09% | |
| 1Y Return | +25.37% | +24.53% | |
| 3Y Return (annualized) | +25.79% | - | |
| 5Y Return (annualized) | +15.20% | - | |
| Volatility (annualized) | 30.6% | 12.8% | |
| Max Drawdown | -83.0% | -16.5% | |
| Fund Family | Invesco (US) | WisdomTree Investments | |
| Category | Equity | Fixed Income | |
| Inception | Mar 10, 1999 | Jun 18, 2025 |
QQQ vs WTIP Performance
Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and WisdomTree Inflation Plus Fund ETF (WTIP) is a ETF from WisdomTree Investments. Over the past year QQQ returned +25.37% while WTIP returned +24.53%. Year to date, QQQ is up 18.31% versus a gain of 9.09% for WTIP.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 12.8% for WTIP. 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 -16.5% for WTIP. 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 -0.08. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
QQQ charges 0.18% per year while WTIP 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 0.41% against 3.85% for WTIP.
Holdings Overlap
QQQ and WTIP share 0 holdings out of 124 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, QQQ or WTIP?
QQQ has an expense ratio of 0.18% while WTIP charges 0.65%. QQQ is the cheaper option. On a $10,000 investment, that is $47 per year of difference.
Which performed better, QQQ or WTIP?
Over the past year QQQ returned +25.37% vs +24.53% for WTIP, so QQQ leads on 1-year performance. Over the longest common window we track (1 years), QQQ annualized +13.10% vs +21.62% for WTIP. Past performance does not guarantee future results.
Which is riskier, QQQ or WTIP?
QQQ has been the more volatile fund at 30.6% annualized versus 12.8% for WTIP. Worst drawdown: QQQ -83.0% vs WTIP -16.5%.
Should I hold both QQQ and WTIP?
QQQ and WTIP have a monthly-return correlation of -0.08, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between QQQ and WTIP?
QQQ and WTIP share 0 common holdings with a 0.0% weight overlap. Combined, they hold 124 unique securities.
Which pays a higher dividend, QQQ or WTIP?
QQQ yields 0.41% while WTIP yields 3.85%, so WTIP currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.