QQQJ vs VYM
Invesco NASDAQ Next Gen 100 ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. QQQJ delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | QQQJ | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.15% | 0.04% | |
| AUM | $1.2B | $81.6B | |
| Dividend Yield | 0.56% | 2.24% | |
| Holdings | 107 | 616 | |
| YTD Return | +22.83% | +15.34% | |
| 1Y Return | +36.03% | +23.24% | |
| 3Y Return (annualized) | +22.77% | +19.22% | |
| 5Y Return (annualized) | +7.25% | +12.21% | |
| Volatility (annualized) | 19.6% | 14.6% | |
| Max Drawdown | -39.6% | -58.8% | |
| Fund Family | Invesco (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 13, 2020 | Nov 10, 2006 |
QQQJ vs VYM Performance
Invesco NASDAQ Next Gen 100 ETF (QQQJ) is a ETF from Invesco (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year QQQJ returned +36.03% while VYM returned +23.24%. Year to date, QQQJ is up 22.83% versus a gain of 15.34% for VYM.
Over three years, QQQJ compounded at +22.77% per year against +19.22% for VYM; over five years the annualized figures are +7.25% and +12.21% respectively. Across the full 6-year window we track, QQQJ has the edge at +10.47% annualized vs +7.04%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQJ has been the more volatile fund, with annualized monthly volatility of 19.6% compared with 14.6% 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 -39.6% for QQQJ and -58.8% for VYM. 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 0.73. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
QQQJ charges 0.15% per year while VYM charges 0.04%. On a $10,000 position that is $15 vs $4 annually, a gap of $11 per year that compounds over a long holding period. On income, QQQJ currently yields 0.56% against 2.24% for VYM.
Holdings Overlap
QQQJ and VYM share 16 holdings out of 692 unique holdings combined, representing a 1.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, QQQJ or VYM?
QQQJ has an expense ratio of 0.15% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $11 per year of difference.
Which performed better, QQQJ or VYM?
Over the past year QQQJ returned +36.03% vs +23.24% for VYM, so QQQJ leads on 1-year performance. Over the longest common window we track (6 years), QQQJ annualized +10.47% vs +7.04% for VYM. Past performance does not guarantee future results.
Which is riskier, QQQJ or VYM?
QQQJ has been the more volatile fund at 19.6% annualized versus 14.6% for VYM. Worst drawdown: QQQJ -39.6% vs VYM -58.8%.
Should I hold both QQQJ and VYM?
QQQJ and VYM have a monthly-return correlation of 0.73, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between QQQJ and VYM?
QQQJ and VYM share 16 common holdings with a 1.4% weight overlap. Combined, they hold 692 unique securities.
Which pays a higher dividend, QQQJ or VYM?
QQQJ yields 0.56% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.