QQQ vs WTRE
Invesco QQQ Trust, Series 1 vs WisdomTree New Economy Real Estate Fund
Quick Verdict
QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.
Side-by-Side Comparison
| Metric | QQQ | WTRE | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.58% | |
| AUM | $496.3B | $16M | |
| Dividend Yield | 0.44% | 2.36% | |
| Holdings | 108 | 62 | |
| YTD Return | +16.23% | +12.18% | |
| 1Y Return | +26.23% | +24.61% | |
| 3Y Return (annualized) | +25.75% | +16.48% | |
| 5Y Return (annualized) | +14.78% | +0.50% | |
| Volatility (annualized) | 30.6% | 21.2% | |
| Max Drawdown | -83.0% | -75.9% | |
| Fund Family | Invesco (US) | WisdomTree Investments | |
| Category | Equity | Equity | |
| Inception | Mar 10, 1999 | Jun 5, 2007 |
QQQ vs WTRE Performance
Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and WisdomTree New Economy Real Estate Fund (WTRE) is a ETF from WisdomTree Investments. Over the past year QQQ returned +26.23% while WTRE returned +24.61%. Year to date, QQQ is up 16.23% versus a gain of 12.18% for WTRE.
Over three years, QQQ compounded at +25.75% per year against +16.48% for WTRE; over five years the annualized figures are +14.78% and +0.50% respectively. Across the full 19-year window we track, QQQ has the edge at +13.02% annualized vs -3.17%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 21.2% for WTRE. 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 -75.9% for WTRE. 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 0.72. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
QQQ charges 0.18% per year while WTRE charges 0.58%. On a $10,000 position that is $18 vs $58 annually, a gap of $40 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 2.36% for WTRE.
Holdings Overlap
QQQ and WTRE share 1 holdings out of 165 unique holdings combined, representing a 0.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in QQQ | Weight in WTRE | Difference |
|---|---|---|---|
| CRWV | 0.18% | 2.14% | 1.96% |
Frequently Asked Questions
Which is cheaper, QQQ or WTRE?
QQQ has an expense ratio of 0.18% while WTRE charges 0.58%. QQQ is the cheaper option. On a $10,000 investment, that is $40 per year of difference.
Which performed better, QQQ or WTRE?
Over the past year QQQ returned +26.23% vs +24.61% for WTRE, so QQQ leads on 1-year performance. Over the longest common window we track (19 years), QQQ annualized +13.02% vs -3.17% for WTRE. Past performance does not guarantee future results.
Which is riskier, QQQ or WTRE?
QQQ has been the more volatile fund at 30.6% annualized versus 21.2% for WTRE. Worst drawdown: QQQ -83.0% vs WTRE -75.9%.
Should I hold both QQQ and WTRE?
QQQ and WTRE have a monthly-return correlation of 0.72, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between QQQ and WTRE?
QQQ and WTRE share 1 common holdings with a 0.2% weight overlap. Combined, they hold 165 unique securities.
Which pays a higher dividend, QQQ or WTRE?
QQQ yields 0.44% while WTRE yields 2.36%, so WTRE currently pays the higher dividend yield.
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