QQQ vs WTPI
Invesco QQQ Trust, Series 1 vs WisdomTree Equity Premium Income Fund
Which is better, QQQ or WTPI?
Large Cap Growth against Leverage Strategy.
QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window.
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
| Metric | QQQ | WTPI |
|---|---|---|
| Expense Ratio | 0.18%Best | 0.44% |
| AUM | $483.5B | $525M |
| Dividend Yield | 0.44% | 12.18% |
| Holdings | 107 | 6 |
| YTD Return | +17.95%Best | +6.54% |
| 1Y Return | +21.77%Best | +11.97% |
| 3Y Return (annualized) | +25.63%Best | +13.47% |
| 5Y Return (annualized) | +15.24%Best | +9.51% |
| Volatility (annualized) | 18.8% | 10.6%Best |
| Max Drawdown | -35.1% | -32.3%Best |
| $10,000 over 5 years | $20,324Best | $15,750 |
| Fund Family | Invesco (US) | WisdomTree Investments |
| Category | Equity | Alternative |
| Style | Large Cap Growth | Leverage Strategy |
| Inception | Mar 10, 1999 | Feb 24, 2016 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Feb 24, 2016 to Sep 18, 2026 (10.6 years).
QQQ vs WTPI 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 covers the 10.6 years both funds cover.
QQQ vs WTPI Performance
Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and WisdomTree Equity Premium Income Fund (WTPI) is an ETF from WisdomTree Investments. Over the past year QQQ returned +21.77% while WTPI returned +11.97%. Year to date, QQQ is up 17.95% versus a gain of 6.54% for WTPI.
Over three years, QQQ compounded at +25.63% per year against +13.47% for WTPI; over five years the annualized figures are +15.24% and +9.51% respectively. Across the full 11-year window we track, QQQ has the edge at +20.65% annualized vs +6.97%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 18.8% compared with 10.6% for WTPI. 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 -35.1% for QQQ and -32.3% for WTPI. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.76. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
QQQ charges 0.18% per year while WTPI charges 0.44%. On a $10,000 position that is $18 vs $44 annually, a gap of $26 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 12.18% for WTPI.
Holdings Overlap
We hold position weights for 102 holdings in QQQ and 1 in WTPI, totalling 99.9% and 4.4% 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 WTPI, against full books of 107 and 6.
You are not choosing between two funds in isolation.
Whichever of QQQ and WTPI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, QQQ or WTPI?
QQQ has an expense ratio of 0.18% while WTPI charges 0.44%. QQQ is the cheaper option, by $26 a year on a $10,000 investment.
Which performed better, QQQ or WTPI?
Over the past year QQQ returned +21.77% vs +11.97% for WTPI, so QQQ leads on 1-year performance. Over the longest common window we track (11 years), QQQ annualized +20.65% vs +6.97% for WTPI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, QQQ or WTPI?
QQQ has been the more volatile fund at 18.8% annualized versus 10.6% for WTPI. Worst drawdown: QQQ -35.1% vs WTPI -32.3%.
Should I hold both QQQ and WTPI?
QQQ and WTPI have a monthly-return correlation of 0.76, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, QQQ or WTPI?
QQQ yields 0.44% while WTPI yields 12.18%, so WTPI currently pays the higher dividend yield.
Is WTPI better than QQQ?
QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.