QQQ vs YOKE
Invesco QQQ Trust, Series 1 vs Yoke Core ETF
Which is better, QQQ or YOKE?
Large Cap Growth against Allocation/Balanced.
QQQ has a lower expense ratio. QQQ led over 1Y and the full window. YOKE is less concentrated, with 34.8% of the fund in its ten largest positions against 46.5%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | QQQ | YOKE |
|---|---|---|
| Expense Ratio | 0.18%Best | 0.31% |
| AUM | $483.5B | $232M |
| Dividend Yield | 0.44% | 0.74% |
| Holdings | 107 | 53 |
| YTD Return | +16.87%Best | +13.95% |
| 1Y Return | +22.98%Best | +14.35% |
| 3Y Return (annualized) | +24.98% | - |
| 5Y Return (annualized) | +14.39% | - |
| Volatility (annualized) | 20.3% | 12.8%Best |
| Max Drawdown | -19.9% | -14.3%Best |
| $10,000 over 1.5 years | $13,725Best | $12,607 |
| Top 10 Weight | 46.5% | 34.8%Best |
| Fund Family | Invesco (US) | Yoke ETF |
| Category | Equity | Allocation/Balanced |
| Style | Large Cap Growth | Allocation/Balanced |
| Inception | Mar 10, 1999 | Feb 21, 2025 |
Volatility and max drawdown, and the $10,000 over 1.5 years row, are measured over the window both funds cover: Feb 24, 2025 to Sep 11, 2026 (1.5 years).
QQQ vs YOKE growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.5 years both funds cover.
QQQ vs YOKE Performance
Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and Yoke Core ETF (YOKE) is an ETF from Yoke ETF. Over the past year QQQ returned +22.98% while YOKE returned +14.35%. Year to date, QQQ is up 16.87% versus a gain of 13.95% for YOKE.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 20.3% compared with 12.8% for YOKE. 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 -19.9% for QQQ and -14.3% for YOKE. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
QQQ charges 0.18% per year while YOKE charges 0.31%. On a $10,000 position that is $18 vs $31 annually, a gap of $13 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 0.74% for YOKE.
Holdings Overlap
40.8% of QQQ's money is in holdings YOKE also owns. 36.1% of YOKE's money is in holdings QQQ also owns.
The two portfolios partly overlap.
17 positions in common, counted across the 102 positions we hold weights for in QQQ and 52 in YOKE, against full books of 107 and 53.
What only one of them owns
Our book lists 32 positions for YOKE that do not appear in our book for QQQ (55.9% of the fund), and 79 for QQQ that do not appear in YOKE (56.9%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in QQQ | Weight in YOKE | Difference |
|---|---|---|---|
| NVDANvidia Corp. | 8.44% | 4.13% | 4.31% |
| AAPLApple, Inc | 7.27% | 2.48% | 4.79% |
| MSFTMicrosoft Corp 4.100 Feb 06 37 | 5.76% | 2.49% | 3.27% |
| GOOGLAlphabet A Usd 0.001 | 3.36% | 4.45% | 1.09% |
| AMZNAmazon.Com Inc | 4.67% | 2.27% | 2.40% |
| METAMeta Platforms, Inc. | 2.78% | 2.29% | 0.49% |
| ASML:ASAsml Holding Adr Representing Nv | 0.68% | 3.74% | 3.06% |
| WDCWestern Digital Corp. | 0.79% | 2.16% | 1.37% |
| WMTWalmart, Inc. | 2.41% | 0.50% | 1.91% |
| SNDKSandisk Corp/De | 0.88% | 1.98% | 1.10% |
40.8% of QQQ is already inside YOKE.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, QQQ or YOKE?
QQQ has an expense ratio of 0.18% while YOKE charges 0.31%. QQQ is the cheaper option, by $13 a year on a $10,000 investment.
Which performed better, QQQ or YOKE?
Over the past year QQQ returned +22.98% vs +14.35% for YOKE, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), QQQ annualized +23.50% vs +16.70% for YOKE. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, QQQ or YOKE?
QQQ has been the more volatile fund at 20.3% annualized versus 12.8% for YOKE. Worst drawdown: QQQ -19.9% vs YOKE -14.3%.
Should I hold both QQQ and YOKE?
QQQ and YOKE have a monthly-return correlation of 0.80, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between QQQ and YOKE?
40.8% of QQQ's money is in holdings YOKE also owns. 36.1% of YOKE's is in holdings QQQ also owns. They hold 17 positions in common, counted across the 102 positions we hold weights for in QQQ and 52 in YOKE.
Which pays a higher dividend, QQQ or YOKE?
QQQ yields 0.44% while YOKE yields 0.74%, so YOKE currently pays the higher dividend yield.
Is YOKE better than QQQ?
QQQ has a lower expense ratio. QQQ led over 1Y and the full window. YOKE is less concentrated, with 34.8% of the fund in its ten largest positions against 46.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.