QQQ vs XIMR
Invesco QQQ Trust, Series 1 vs FT Vest US Equity Buffer & Premium Income ETF - March
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 | XIMR | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.85% | |
| AUM | $496.3B | $30M | |
| Dividend Yield | 0.44% | 6.51% | |
| Holdings | 108 | 14 | |
| YTD Return | +16.64% | +1.37% | |
| 1Y Return | +27.27% | +3.14% | |
| 3Y Return (annualized) | +25.96% | - | |
| 5Y Return (annualized) | +14.54% | - | |
| Volatility (annualized) | 30.6% | 2.3% | |
| Max Drawdown | -83.0% | -5.1% | |
| Fund Family | Invesco (US) | First Trust Portfolios (US) | |
| Category | Equity | Alternative | |
| Inception | Mar 10, 1999 | Mar 18, 2024 |
QQQ vs XIMR Performance
Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and FT Vest US Equity Buffer & Premium Income ETF - March (XIMR) is a ETF from First Trust Portfolios (US). Over the past year QQQ returned +27.27% while XIMR returned +3.14%. Year to date, QQQ is up 16.64% versus a gain of 1.37% for XIMR.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 2.3% for XIMR. 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 -5.1% for XIMR. 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 0.70. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
QQQ charges 0.18% per year while XIMR 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 6.51% for XIMR.
Holdings Overlap
QQQ and XIMR share 0 holdings out of 104 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 XIMR?
QQQ has an expense ratio of 0.18% while XIMR 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 XIMR?
Over the past year QQQ returned +27.27% vs +3.14% for XIMR, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), QQQ annualized +13.03% vs +5.39% for XIMR. Past performance does not guarantee future results.
Which is riskier, QQQ or XIMR?
QQQ has been the more volatile fund at 30.6% annualized versus 2.3% for XIMR. Worst drawdown: QQQ -83.0% vs XIMR -5.1%.
Should I hold both QQQ and XIMR?
QQQ and XIMR have a monthly-return correlation of 0.70, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between QQQ and XIMR?
QQQ and XIMR share 0 common holdings with a 0.0% weight overlap. Combined, they hold 104 unique securities.
Which pays a higher dividend, QQQ or XIMR?
QQQ yields 0.44% while XIMR yields 6.51%, so XIMR currently pays the higher dividend yield.
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