QQQ vs XFEB

QQQ vs XFEB
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Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: QQQ

Side-by-Side Comparison

MetricQQQXFEBWinner
Expense Ratio0.18%0.85%
AUM$496.3B$31M
Dividend Yield0.44%0.00%
Holdings1086
YTD Return+16.23%+6.14%
1Y Return+26.23%+10.13%
3Y Return (annualized)+25.75%-
5Y Return (annualized)+14.78%-
Volatility (annualized)30.6%4.6%
Max Drawdown-83.0%-9.1%
Fund FamilyInvesco (US)First Trust Portfolios (US)
CategoryEquityAlternative
InceptionMar 10, 1999Feb 20, 2024

QQQ vs XFEB Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and FT Vest US Equity Enhance & Moderate Buffer ETF - February (XFEB) is a ETF from First Trust Portfolios (US). Over the past year QQQ returned +26.23% while XFEB returned +10.13%. Year to date, QQQ is up 16.23% versus a gain of 6.14% for XFEB.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 4.6% for XFEB. 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 -9.1% for XFEB. 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 0.85. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

QQQ charges 0.18% per year while XFEB charges 0.85%. On a $10,000 position that is $18 vs $85 annually, a gap of $67 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 0.00% for XFEB.

Holdings Overlap

0.0%overlap

QQQ and XFEB share 0 holdings out of 103 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 XFEB?

QQQ has an expense ratio of 0.18% while XFEB charges 0.85%. QQQ is the cheaper option. On a $10,000 investment, that is $67 per year of difference.

Which performed better, QQQ or XFEB?

Over the past year QQQ returned +26.23% vs +10.13% for XFEB, so QQQ leads on 1-year performance. Over the longest common window we track (3 years), QQQ annualized +13.02% vs +9.96% for XFEB. Past performance does not guarantee future results.

Which is riskier, QQQ or XFEB?

QQQ has been the more volatile fund at 30.6% annualized versus 4.6% for XFEB. Worst drawdown: QQQ -83.0% vs XFEB -9.1%.

Should I hold both QQQ and XFEB?

QQQ and XFEB have a monthly-return correlation of 0.85, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and XFEB?

QQQ and XFEB share 0 common holdings with a 0.0% weight overlap. Combined, they hold 103 unique securities.

Which pays a higher dividend, QQQ or XFEB?

QQQ yields 0.44% while XFEB yields 0.00%, so QQQ currently pays the higher dividend yield.

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