QQQ vs WZRD

QQQ vs WZRD

Which is better, QQQ or WZRD?

Large Cap Growth against Large Cap Blend.

QQQ has a lower expense ratio. QQQ led over 1Y and the full window.

Lower Fees: QQQHigher Returns: QQQ

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

MetricQQQWZRD
Expense Ratio0.18%Best1.07%
AUM$483.5B$16M
Dividend Yield0.44%15.13%
Holdings10720
YTD Return+16.87%Best-68.94%
1Y Return+22.98%Best-71.41%
3Y Return (annualized)+24.98%-
5Y Return (annualized)+14.39%-
Volatility (annualized)19.8%Best1016.1%
Max Drawdown-12.0%Best-98.2%
$10,000 over 1.2 years$13,234Best$2,900
Fund FamilyInvesco (US)Opportunistic Trader
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionMar 10, 1999Mar 19, 2024

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.2 years row, are measured over the window both funds cover: Jun 25, 2025 to Sep 11, 2026 (1.2 years).

QQQ vs WZRD 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 1.2 years both funds cover.

QQQ vs WZRD Performance

Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and Opportunistic Trader ETF (WZRD) is an ETF from Opportunistic Trader. Over the past year QQQ returned +22.98% while WZRD returned -71.41%. Year to date, QQQ is up 16.87% versus a loss of 68.94% for WZRD.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

WZRD has been the more volatile fund, with annualized monthly volatility of 1016.1% compared with 19.8% for QQQ. 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 -12.0% for QQQ and -98.2% for WZRD. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.11. They move largely independently of each other.

Fees and Cost Over Time

QQQ charges 0.18% per year while WZRD charges 1.07%. On a $10,000 position that is $18 vs $107 annually, a gap of $89 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 15.13% for WZRD.

Holdings Overlap

We hold position weights for 102 holdings in QQQ and 1 in WZRD, totalling 99.9% and 2.2% 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 WZRD, against full books of 107 and 20.

You are not choosing between two funds in isolation.

Whichever of QQQ and WZRD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

QQQWZRD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QQQ or WZRD?

QQQ has an expense ratio of 0.18% while WZRD charges 1.07%. QQQ is the cheaper option, by $89 a year on a $10,000 investment.

Which performed better, QQQ or WZRD?

Over the past year QQQ returned +22.98% vs -71.41% for WZRD, so QQQ leads on 1-year performance. Over the longest common window we track (1 years), QQQ annualized +26.30% vs -64.36% for WZRD. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QQQ or WZRD?

WZRD has been the more volatile fund at 1016.1% annualized versus 19.8% for QQQ. Worst drawdown: QQQ -12.0% vs WZRD -98.2%.

Should I hold both QQQ and WZRD?

QQQ and WZRD have a monthly-return correlation of 0.11, 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 WZRD?

QQQ yields 0.44% while WZRD yields 15.13%, so WZRD currently pays the higher dividend yield.

Is WZRD better than QQQ?

QQQ has a lower expense ratio. QQQ led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.