QQQH vs VTI

QQQH vs VTI

Which is better, QQQH or VTI?

Large Cap Growth against Large Cap Blend.

VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 46.8%.

Lower Fees: VTIHigher Returns: VTILess Concentrated: VTI

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

MetricQQQHVTI
Expense Ratio0.68%0.03%Best
AUM$378M$666.9B
Dividend Yield9.72%1.03%
Holdings1073,543
YTD Return+7.42%+12.28%Best
1Y Return+10.58%+16.78%Best
3Y Return (annualized)+19.41%+20.89%Best
5Y Return (annualized)+8.02%+11.94%Best
Volatility (annualized)13.1%Best17.4%
Max Drawdown-31.2%Best-35.0%
$10,000 over 5 years$14,707$17,576Best
Top 10 Weight46.8%33.3%Best
Fund FamilyNEOSVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionNov 8, 2024May 24, 2001

Volatility and max drawdown are measured over the window both funds cover: Dec 20, 2019 to Sep 17, 2026 (6.7 years).

QQQH vs VTI 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 6.7 years both funds cover.

QQQH vs VTI Performance

NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) is an ETF from NEOS and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year QQQH returned +10.58% while VTI returned +16.78%. Year to date, QQQH is up 7.42% versus a gain of 12.28% for VTI.

Over three years, QQQH compounded at +19.41% per year against +20.89% for VTI; over five years the annualized figures are +8.02% and +11.94% respectively. Across the full 7-year window we track, VTI has the edge at +14.33% annualized vs +8.54%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 17.4% compared with 13.1% for QQQH. 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 -31.2% for QQQH and -35.0% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.75. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

QQQH charges 0.68% per year while VTI charges 0.03%. On a $10,000 position that is $68 vs $3 annually, a gap of $65 per year that compounds over a long holding period. On income, QQQH currently yields 9.72% against 1.03% for VTI.

Holdings Overlap

QQQH already in VTI94.7%
VTI already in QQQH47.2%

94.7% of QQQH's money is in holdings VTI also owns. 47.2% of VTI's money is in holdings QQQH also owns.

Most of QQQH is already inside VTI. Owning both mostly buys the same companies twice.

90 positions in common, counted across the 102 positions we hold weights for in QQQH and 3,463 in VTI, against full books of 107 and 3,543.

What only one of them owns

Our book lists 1,060 positions for VTI that do not appear in our book for QQQH (50.2% of the fund), and 6 for QQQH that do not appear in VTI (2.8%).

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

StockWeight in QQQHWeight in VTIDifference
NVDANvidia Corp8.59%6.40%2.19%
AAPLApple, Inc7.51%6.29%1.22%
MSFTMicrosoft Corp5.98%4.79%1.19%
AMZNAmazon.Com Inc4.53%3.65%0.88%
MUMicron Technology, Inc.4.82%1.29%3.53%
GOOGLAlphabet Inc,class A3.18%2.90%0.28%
AVGOBroadcom Inc2.83%2.56%0.27%
GOOGAlphabet Inc2.95%2.31%0.64%
AMDAdvanced Micro Devices Inc3.42%1.08%2.34%
METAMeta Platforms Inc2.68%1.70%0.98%

94.7% of QQQH is already inside VTI.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

QQQHVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QQQH or VTI?

QQQH has an expense ratio of 0.68% while VTI charges 0.03%. VTI is the cheaper option, by $65 a year on a $10,000 investment.

Which performed better, QQQH or VTI?

Over the past year QQQH returned +10.58% vs +16.78% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (7 years), QQQH annualized +8.54% vs +14.33% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QQQH or VTI?

VTI has been the more volatile fund at 17.4% annualized versus 13.1% for QQQH. Worst drawdown: QQQH -31.2% vs VTI -35.0%.

Should I hold both QQQH and VTI?

QQQH and VTI have a monthly-return correlation of 0.75, 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 QQQH and VTI?

94.7% of QQQH's money is in holdings VTI also owns. 47.2% of VTI's is in holdings QQQH also owns. They hold 90 positions in common, counted across the 102 positions we hold weights for in QQQH and 3,463 in VTI.

Which pays a higher dividend, QQQH or VTI?

QQQH yields 9.72% while VTI yields 1.03%, so QQQH currently pays the higher dividend yield.

Is VTI better than QQQH?

VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 46.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.