QQQ vs YYY

QQQ vs YYY
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

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

MetricQQQYYYWinner
Expense Ratio0.18%3.23%
AUM$496.3B$752M
Dividend Yield0.44%13.88%
Holdings10862
YTD Return+16.64%+6.24%
1Y Return+27.27%+10.01%
3Y Return (annualized)+25.96%+12.21%
5Y Return (annualized)+14.54%+3.22%
Volatility (annualized)30.6%13.6%
Max Drawdown-83.0%-58.8%
Fund FamilyInvesco (US)Amplify ETFs
CategoryEquityAllocation/Balanced
InceptionMar 10, 1999Jun 12, 2012

QQQ vs YYY Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Amplify CEF High Income ETF (YYY) is a ETF from Amplify ETFs. Over the past year QQQ returned +27.27% while YYY returned +10.01%. Year to date, QQQ is up 16.64% versus a gain of 6.24% for YYY.

Over three years, QQQ compounded at +25.96% per year against +12.21% for YYY; over five years the annualized figures are +14.54% and +3.22% respectively. Across the full 14-year window we track, QQQ has the edge at +13.03% annualized vs +0.38%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 13.6% for YYY. 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 -58.8% for YYY. 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 YYY charges 3.23%. On a $10,000 position that is $18 vs $323 annually, a gap of $305 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 13.88% for YYY.

Holdings Overlap

0.0%overlap

QQQ and YYY share 0 holdings out of 163 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 YYY?

QQQ has an expense ratio of 0.18% while YYY charges 3.23%. QQQ is the cheaper option. On a $10,000 investment, that is $305 per year of difference.

Which performed better, QQQ or YYY?

Over the past year QQQ returned +27.27% vs +10.01% for YYY, so QQQ leads on 1-year performance. Over the longest common window we track (14 years), QQQ annualized +13.03% vs +0.38% for YYY. Past performance does not guarantee future results.

Which is riskier, QQQ or YYY?

QQQ has been the more volatile fund at 30.6% annualized versus 13.6% for YYY. Worst drawdown: QQQ -83.0% vs YYY -58.8%.

Should I hold both QQQ and YYY?

QQQ and YYY 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 YYY?

QQQ and YYY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 163 unique securities.

Which pays a higher dividend, QQQ or YYY?

QQQ yields 0.44% while YYY yields 13.88%, so YYY currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free