QXQ vs VOO
SGI Enhanced Nasdaq-100 ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. QXQ delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | QXQ | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.98% | 0.03% | |
| AUM | $83M | $997.4B | |
| Dividend Yield | 16.06% | 1.08% | |
| Holdings | 32 | 509 | |
| YTD Return | +16.19% | +12.68% | |
| 1Y Return | +28.17% | +21.87% | |
| 3Y Return (annualized) | - | +22.06% | |
| 5Y Return (annualized) | - | +12.95% | |
| Volatility (annualized) | 18.8% | 14.1% | |
| Max Drawdown | -22.5% | -34.3% | |
| Fund Family | Summit Global Investments | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 14, 2024 | Sep 7, 2010 |
QXQ vs VOO Performance
SGI Enhanced Nasdaq-100 ETF (QXQ) is a ETF from Summit Global Investments and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year QXQ returned +28.17% while VOO returned +21.87%. Year to date, QXQ is up 16.19% versus a gain of 12.68% for VOO.
Risk: Volatility and Drawdowns
QXQ has been the more volatile fund, with annualized monthly volatility of 18.8% compared with 14.1% for VOO. 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 -22.5% for QXQ and -34.3% for VOO. 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 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
QXQ charges 0.98% per year while VOO charges 0.03%. On a $10,000 position that is $98 vs $3 annually, a gap of $95 per year that compounds over a long holding period. On income, QXQ currently yields 16.06% against 1.08% for VOO.
Holdings Overlap
QXQ and VOO share 0 holdings out of 507 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, QXQ or VOO?
QXQ has an expense ratio of 0.98% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $95 per year of difference.
Which performed better, QXQ or VOO?
Over the past year QXQ returned +28.17% vs +21.87% for VOO, so QXQ leads on 1-year performance. Over the longest common window we track (2 years), QXQ annualized +27.28% vs +13.47% for VOO. Past performance does not guarantee future results.
Which is riskier, QXQ or VOO?
QXQ has been the more volatile fund at 18.8% annualized versus 14.1% for VOO. Worst drawdown: QXQ -22.5% vs VOO -34.3%.
Should I hold both QXQ and VOO?
QXQ and VOO have a monthly-return correlation of 0.92, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between QXQ and VOO?
QXQ and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 507 unique securities.
Which pays a higher dividend, QXQ or VOO?
QXQ yields 16.06% while VOO yields 1.08%, so QXQ currently pays the higher dividend yield.
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