QQQ vs WTLS

Quick Verdict

QQQ has a lower expense ratio. WTLS offers more diversification with 564 holdings.

Lower Fees: QQQHigher Returns: TiedMore Diversified: WTLS

Side-by-Side Comparison

MetricQQQWTLSWinner
Expense Ratio0.18%0.88%
AUM$455.8B$12M
Dividend Yield0.41%0.00%
Holdings108564
YTD Return+17.85%+24.09%
1Y Return+26.45%-
3Y Return (annualized)+26.07%-
5Y Return (annualized)+15.16%-
Volatility (annualized)30.6%-
Max Drawdown-83.0%-8.9%
Fund FamilyInvesco (US)WisdomTree Investments
CategoryEquityAlternative
InceptionMar 10, 1999Jan 22, 2026

QQQ vs WTLS Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and WisdomTree Efficient Long/Short US Equity Fund ETF (WTLS) is a ETF from WisdomTree Investments. Year to date, QQQ is up 17.85% versus a gain of 24.09% for WTLS.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -83.0% for QQQ and -8.9% for WTLS. 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 WTLS charges 0.88%. On a $10,000 position that is $18 vs $88 annually, a gap of $70 per year that compounds over a long holding period. On income, QQQ currently yields 0.41% against 0.00% for WTLS.

Holdings Overlap

12.1%overlap

QQQ and WTLS share 43 holdings out of 624 unique holdings combined, representing a 12.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in QQQWeight in WTLSDifference
NVDA7.88%0.58%7.30%
AAPL7.46%0.27%7.19%
MU4.67%0.36%4.31%
MSFTProProPro
AMZNProProPro
AMDProProPro
GOOGLProProPro
TSLAProProPro
AVGOProProPro
LRCXProProPro
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Frequently Asked Questions

Which is cheaper, QQQ or WTLS?

QQQ has an expense ratio of 0.18% while WTLS charges 0.88%. QQQ is the cheaper option. On a $10,000 investment, that is $70 per year of difference.

What is the holdings overlap between QQQ and WTLS?

QQQ and WTLS share 43 common holdings with a 12.1% weight overlap. Combined, they hold 624 unique securities.

Which pays a higher dividend, QQQ or WTLS?

QQQ yields 0.41% while WTLS yields 0.00%, so QQQ currently pays the higher dividend yield.

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