QQQ vs XCNY

QQQ vs XCNY
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Quick Verdict

QQQ has a lower expense ratio. XCNY delivered stronger 1-year returns. XCNY offers more diversification with 1,234 holdings.

Lower Fees: QQQHigher Returns: XCNYMore Diversified: XCNY

Side-by-Side Comparison

MetricQQQXCNYWinner
Expense Ratio0.18%0.19%
AUM$496.3B$10M
Dividend Yield0.44%2.31%
Holdings1081,234
YTD Return+16.64%+17.73%
1Y Return+27.27%+30.12%
3Y Return (annualized)+25.96%-
5Y Return (annualized)+14.54%-
Volatility (annualized)30.6%14.3%
Max Drawdown-83.0%-18.9%
Fund FamilyInvesco (US)SPDR State Street Global Advisors
CategoryEquityEquity
InceptionMar 10, 1999Sep 4, 2024

QQQ vs XCNY Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and State Street SPDR S&P Emerging Markets ex-China ETF (XCNY) is a ETF from SPDR State Street Global Advisors. Over the past year QQQ returned +27.27% while XCNY returned +30.12%. Year to date, QQQ is up 16.64% versus a gain of 17.73% for XCNY.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 14.3% for XCNY. 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 -18.9% for XCNY. 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 0.69. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

QQQ charges 0.18% per year while XCNY charges 0.19%. On a $10,000 position that is $18 vs $19 annually, a gap of $1 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 2.31% for XCNY.

Holdings Overlap

0.0%overlap

QQQ and XCNY share 0 holdings out of 1298 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 XCNY?

QQQ has an expense ratio of 0.18% while XCNY charges 0.19%. QQQ is the cheaper option. On a $10,000 investment, that is $1 per year of difference.

Which performed better, QQQ or XCNY?

Over the past year QQQ returned +27.27% vs +30.12% for XCNY, so XCNY leads on 1-year performance. Over the longest common window we track (2 years), QQQ annualized +13.03% vs +18.92% for XCNY. Past performance does not guarantee future results.

Which is riskier, QQQ or XCNY?

QQQ has been the more volatile fund at 30.6% annualized versus 14.3% for XCNY. Worst drawdown: QQQ -83.0% vs XCNY -18.9%.

Should I hold both QQQ and XCNY?

QQQ and XCNY have a monthly-return correlation of 0.69, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and XCNY?

QQQ and XCNY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1298 unique securities.

Which pays a higher dividend, QQQ or XCNY?

QQQ yields 0.44% while XCNY yields 2.31%, so XCNY currently pays the higher dividend yield.

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