QQQ vs CAPE

Both CAPE and QQQ are ETFs. CAPE has a higher expense ratio than QQQ (0.65% vs 0.2%). Below is the comparison between CAPE and QQQ.

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CAPE QQQ
Security Type ETF ETF
Finny Score 0 83
Category Large Blend Large Growth
Family Barclays Capital Invesco PowerShares
Net Assets $247.90M N/A
Expense Ratio 0.65% 0.20%
Management Style passive (index-based) passive (index-based)
Dividend Yield 0.98% 0.67%
Underlying Index The Shiller Barclays CAPE US Core Sector Index NASDAQ-100 Index
YTD Return 6.60% 27.78%
1-Year Return 2.82% 17.53%
3-Year Return 0.00% 14.65%
5-Year Return 0.00% 15.72%
10-Year Return 0.00% 17.64%

CAPE

CAPE description

DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF is an exchange traded fund launched and managed by DoubleLine ETF Adviser LP. It invests in public equity markets of the United States. The fund invests directly and through other funds in stocks of companies operating across diversified sectors. The fund invests in value and momentum stocks of companies across diversified market capitalization. It seeks to benchmark the performance of its portfolio against the S&P 500 Index. DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF was formed on March 31, 2022 and is domiciled in the United States.​

CAPE performance & returns
YTD Return 6.60%
1-Month Return 0.59%
3-Month Return -0.37%
1-Year Return 2.82%
3-Year Return 0.00%
5-Year Return 0.00%
10-Year Return 0.00%
CAPE expense ratio is 0.65%.

CAPE holdings

Top 10 Holdings (34.95% of Total Assets)

Name Symbol % Assets
Amazon.com Inc AMZN 5.79%
Apple Inc AAPL 5.77%
Microsoft Corp MSFT 5.27%
Tesla Inc TSLA 3.90%
Berkshire Hathaway Inc Class B BRK.B 3.59%
JPMorgan Chase & Co JPM 2.74%
Prologis Inc PLD 2.27%
The Home Depot Inc HD 2.14%
American Tower Corp AMT 1.84%
NVIDIA Corp NVDA 1.64%

CAPE pros

None that we could think of.

CAPE cons

None that we could think of.

Other relevant CAPE comparisons

You may also want to check out the following CAPE comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.

QQQ

QQQ description

Invesco QQQ Trust, Series 1 is an exchange traded fund launched by Invesco Ltd. The fund is managed by Invesco Capital Management LLC. The fund invests in public equity markets of global region. The fund invests in stocks of companies operating across energy, real estate, materials, industrials, consumer discretionary, consumer staples, health care, information technology, communication services, utilities sectors. It invests in growth and value stocks of large-cap companies. It seeks to track the performance of the NASDAQ-100 Index, by using full replication technique. Invesco QQQ Trust, Series 1 was formed on March 10, 1999 and is domiciled in the United States.

QQQ performance & returns
YTD Return 27.78%
1-Month Return 9.59%
3-Month Return 16.58%
1-Year Return 17.53%
3-Year Return 14.65%
5-Year Return 15.72%
10-Year Return 17.64%
QQQ expense ratio is 0.2%.

QQQ holdings

Top 10 Holdings (56.17% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 13.33%
Apple Inc AAPL 12.64%
Amazon.com Inc AMZN 6.32%
NVIDIA Corp NVDA 5.20%
Meta Platforms Inc Class A META 4.06%
Alphabet Inc Class A GOOGL 3.81%
Alphabet Inc Class C GOOG 3.78%
Tesla Inc TSLA 3.04%
PepsiCo Inc PEP 2.00%
Broadcom Inc AVGO 1.98%

QQQ pros

The following are QQQ strengths from our perspective:

  • QQQ 3-year return is 14.75%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
  • QQQ 5-year return is 15.86%, which is higher than the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
  • QQQ 10-year return is 17.41%, which is higher than the 10-year return of the benchmark index (S&P 500 TR USD), 12.76%.
  • QQQ 15-year return is 13.32%, which is higher than the 15-year return of the benchmark index (S&P 500 TR USD), 8.17%.
  • QQQ expense ratio is 0.2%, which is considered low. Nice job picking a low-cost fund.

QQQ cons

The following are QQQ weaknesses from our perspective:

  • QQQ net assets are $0.00 million. This fund is not a popular choice with retail investors.

Other relevant QQQ comparisons

You may also want to check out the following QQQ comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.
You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.