QQQ vs CFA

Both CFA and QQQ are ETFs. CFA has a lower 5-year return than QQQ (7.53% vs 15.72%). CFA has a higher expense ratio than QQQ (0.35% vs 0.2%). Below is the comparison between CFA and QQQ.

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CFA QQQ
Security Type ETF ETF
Finny Score N/A 83
Category Large Blend Large Growth
Family Victory Capital Management Invesco PowerShares
Net Assets $569.50M N/A
Expense Ratio 0.35% 0.20%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.57% 0.67%
Underlying Index CEMP U.S. Large Cap 500 Volatility Weighted Index NASDAQ-100 Index
YTD Return -1.02% 27.78%
1-Year Return -0.02% 17.53%
3-Year Return 13.02% 14.65%
5-Year Return 7.53% 15.72%
10-Year Return 0.00% 17.64%

CFA

CFA description

Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF is an exchange traded fund launched and managed by Victory Capital Management Inc. It invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. It invests in less volatile stocks of large-cap companies. It seeks to track the performance of the Nasdaq Victory US Large Cap 500 Volatility Weighted Index, by using full replication technique. Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF was formed on July 1, 2014 and is domiciled in the United States.

CFA performance & returns
YTD Return -1.02%
1-Month Return -1.84%
3-Month Return -3.21%
1-Year Return -0.02%
3-Year Return 13.02%
5-Year Return 7.53%
10-Year Return 0.00%
CFA expense ratio is 0.35%.

CFA holdings

Top 10 Holdings (3.45% of Total Assets)

Name Symbol % Assets
Johnson & Johnson JNJ 0.41%
PepsiCo Inc PEP 0.40%
Mondelez International Inc Class A MDLZ 0.39%
McDonald's Corp MCD 0.39%
Coca-Cola Co KO 0.39%
Kimberly-Clark Corp KMB 0.38%
JM Smucker Co SJM 0.37%
The Hershey Co HSY 0.36%
Procter & Gamble Co PG 0.35%

CFA pros

The following are CFA strengths from our perspective:

  • CFA 3-year return is 13.93%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.

CFA cons

The following are CFA weaknesses from our perspective:

  • CFA net assets are $569.50 million. This fund is not a popular choice with retail investors.
  • CFA 5-year return is 8.05%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.

Other relevant CFA comparisons

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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.