QQQI vs VYM

QQQI vs VYM

Which is better, QQQI or VYM?

Large Cap Blend against Large Cap Value.

VYM has a lower expense ratio. QQQI led over the full window, VYM over 1Y. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 46.0%.

Lower Fees: VYMHigher Returns: splitLess Concentrated: VYM

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

MetricQQQIVYM
Expense Ratio0.68%0.04%Best
AUM$14.1B$81.6B
Dividend Yield14.01%2.22%
Holdings106613
YTD Return+10.51%+13.15%Best
1Y Return+16.35%+17.82%Best
3Y Return (annualized)-+17.99%
5Y Return (annualized)-+12.16%
Volatility (annualized)12.6%10.3%Best
Max Drawdown-20.0%-14.5%Best
$10,000 over 2.6 years$15,463Best$15,175
Top 10 Weight46.0%25.9%Best
Fund FamilyNEOSVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionJan 30, 2024Nov 10, 2006

Volatility and max drawdown, and the $10,000 over 2.6 years row, are measured over the window both funds cover: Jan 30, 2024 to Sep 10, 2026 (2.6 years).

QQQI vs VYM 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 2.6 years both funds cover.

QQQI vs VYM Performance

NEOS Nasdaq-100 High Income ETF (QQQI) is an ETF from NEOS and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year QQQI returned +16.35% while VYM returned +17.82%. Year to date, QQQI is up 10.51% versus a gain of 13.15% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQI has been the more volatile fund, with annualized monthly volatility of 12.6% compared with 10.3% for VYM. 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 -20.0% for QQQI and -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.47. They move together some of the time, and apart the rest.

Fees and Cost Over Time

QQQI charges 0.68% per year while VYM charges 0.04%. On a $10,000 position that is $68 vs $4 annually, a gap of $64 per year that compounds over a long holding period. On income, QQQI currently yields 14.01% against 2.22% for VYM.

Holdings Overlap

QQQI already in VYM17.0%
VYM already in QQQI20.0%

17.0% of QQQI's money is in holdings VYM also owns. 20.0% of VYM's money is in holdings QQQI also owns.

VYM and QQQI share little of their money.

The two holdings books were reported 48 days apart, QQQI as of Aug 17, 2026 and VYM as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

28 positions in common, counted across the 102 positions we hold weights for in QQQI and 603 in VYM, against full books of 106 and 613.

What only one of them owns

Our book lists 540 positions for VYM that do not appear in our book for QQQI (77.5% of the fund), and 67 for QQQI that do not appear in VYM (80.7%).

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 QQQIWeight in VYMDifference
AVGOBroadcom Inc2.92%7.29%4.37%
CSCOCisco Systems Inc. - Ordinary Shares1.91%1.93%0.02%
TXNTexas Instruments, Inc1.11%1.13%0.02%
LINLinde Plc Ordinary Shares0.97%0.99%0.02%
AMGNAmgen Inc.0.97%0.75%0.22%
ADIAnalog Devices, Inc.0.83%0.80%0.03%
PEPPepsico Inc.0.84%0.77%0.07%
QCOMQualcomm Inc.0.76%0.81%0.05%
GILDGilead Sciences Inc0.75%0.65%0.10%
TMUST-Mobile Usa Inc Esrw Usd Npv Ref Sm#5855580.85%0.34%0.51%

20.0% of VYM is already inside QQQI.

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

QQQIVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QQQI or VYM?

QQQI has an expense ratio of 0.68% while VYM charges 0.04%. VYM is the cheaper option, by $64 a year on a $10,000 investment.

Which performed better, QQQI or VYM?

Over the past year QQQI returned +16.35% vs +17.82% for VYM, so VYM leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QQQI or VYM?

QQQI has been the more volatile fund at 12.6% annualized versus 10.3% for VYM. Worst drawdown: QQQI -20.0% vs VYM -14.5%.

Should I hold both QQQI and VYM?

QQQI and VYM have a monthly-return correlation of 0.47, 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 QQQI and VYM?

20.0% of VYM's money is in holdings QQQI also owns. 20.0% of VYM's is in holdings QQQI also owns. They hold 28 positions in common, counted across the 102 positions we hold weights for in QQQI and 603 in VYM.

Which pays a higher dividend, QQQI or VYM?

QQQI yields 14.01% while VYM yields 2.22%, so QQQI currently pays the higher dividend yield.

Is VYM better than QQQI?

VYM has a lower expense ratio. QQQI led over the full window, VYM over 1Y. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 46.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.