QQQ vs YLDW
Invesco QQQ Trust, Series 1 vs Westwood Enhanced Income Opportunity ETF
Quick Verdict
QQQ has a lower expense ratio. YLDW offers more diversification with 146 holdings.
Side-by-Side Comparison
| Metric | QQQ | YLDW | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.79% | |
| AUM | $496.3B | $38M | |
| Dividend Yield | 0.44% | 5.19% | |
| Holdings | 108 | 146 | |
| YTD Return | +16.64% | +7.29% | |
| 1Y Return | +27.27% | - | |
| 3Y Return (annualized) | +25.96% | - | |
| 5Y Return (annualized) | +14.54% | - | |
| Volatility (annualized) | 30.6% | - | |
| Max Drawdown | -83.0% | -5.7% | |
| Fund Family | Invesco (US) | Westwood Funds | |
| Category | Equity | Allocation/Balanced | |
| Inception | Mar 10, 1999 | Dec 11, 2025 |
QQQ vs YLDW Performance
Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Westwood Enhanced Income Opportunity ETF (YLDW) is a ETF from Westwood Funds. Year to date, QQQ is up 16.64% versus a gain of 7.29% for YLDW.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -83.0% for QQQ and -5.7% for YLDW. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
QQQ charges 0.18% per year while YLDW charges 0.79%. On a $10,000 position that is $18 vs $79 annually, a gap of $61 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 5.19% for YLDW.
Holdings Overlap
QQQ and YLDW share 11 holdings out of 133 unique holdings combined, representing a 18.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, QQQ or YLDW?
QQQ has an expense ratio of 0.18% while YLDW charges 0.79%. QQQ is the cheaper option. On a $10,000 investment, that is $61 per year of difference.
What is the holdings overlap between QQQ and YLDW?
QQQ and YLDW share 11 common holdings with a 18.8% weight overlap. Combined, they hold 133 unique securities.
Which pays a higher dividend, QQQ or YLDW?
QQQ yields 0.44% while YLDW yields 5.19%, so YLDW currently pays the higher dividend yield.
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