QQQ vs XLKI

QQQ vs XLKI
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Quick Verdict

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

Lower Fees: QQQHigher Returns: XLKIMore Diversified: QQQ

Side-by-Side Comparison

MetricQQQXLKIWinner
Expense Ratio0.18%0.35%
AUM$496.3B$15M
Dividend Yield0.44%17.95%
Holdings1085
YTD Return+16.30%+15.67%
1Y Return+24.83%+26.52%
3Y Return (annualized)+25.48%-
5Y Return (annualized)+14.50%-
Volatility (annualized)30.6%16.9%
Max Drawdown-83.0%-11.2%
Fund FamilyInvesco (US)State Street Investment Management
CategoryEquityEquity
InceptionMar 10, 1999Jul 29, 2025

QQQ vs XLKI Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and State Street Technology Select Sector SPDR Premium Income ETF (XLKI) is a ETF from State Street Investment Management. Over the past year QQQ returned +24.83% while XLKI returned +26.52%. Year to date, QQQ is up 16.30% versus a gain of 15.67% for XLKI.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 16.9% for XLKI. 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 -11.2% for XLKI. 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 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

QQQ charges 0.18% per year while XLKI charges 0.35%. On a $10,000 position that is $18 vs $35 annually, a gap of $17 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 17.95% for XLKI.

Holdings Overlap

0.0%overlap

QQQ and XLKI 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 XLKI?

QQQ has an expense ratio of 0.18% while XLKI charges 0.35%. QQQ is the cheaper option. On a $10,000 investment, that is $17 per year of difference.

Which performed better, QQQ or XLKI?

Over the past year QQQ returned +24.83% vs +26.52% for XLKI, so XLKI leads on 1-year performance. Over the longest common window we track (1 years), QQQ annualized +13.01% vs +25.48% for XLKI. Past performance does not guarantee future results.

Which is riskier, QQQ or XLKI?

QQQ has been the more volatile fund at 30.6% annualized versus 16.9% for XLKI. Worst drawdown: QQQ -83.0% vs XLKI -11.2%.

Should I hold both QQQ and XLKI?

QQQ and XLKI have a monthly-return correlation of 0.99, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between QQQ and XLKI?

QQQ and XLKI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 104 unique securities.

Which pays a higher dividend, QQQ or XLKI?

QQQ yields 0.44% while XLKI yields 17.95%, so XLKI currently pays the higher dividend yield.

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