QQQ vs FMK

Both FMK and QQQ are ETFs. FMK has a lower 5-year return than QQQ (10.92% vs 15.1%). FMK has a higher expense ratio than QQQ (0.7% vs 0.2%). Below is the comparison between FMK and QQQ.

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FMK QQQ
Security Type ETF ETF
Finny Score N/A 83
Category Large Blend Large Growth
Family First Trust Invesco PowerShares
Net Assets N/A N/A
Expense Ratio 0.70% 0.20%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.36% 0.57%
Underlying Index NASDAQ AlphaDEX Mega Cap Index NASDAQ-100 Index
YTD Return 11.29% 34.98%
1-Year Return 14.43% 27.06%
3-Year Return 9.72% 10.86%
5-Year Return 10.92% 15.10%
10-Year Return 0.00% 17.35%

FMK

FMK description

The Fund seeks high total return until its target retirement data. The fund invests in a combination of underlying Fidelity funds, each of which (excluding the money market fund) seeks to provide investment results that correspond to the total return of a specific index or market segment.

FMK performance & returns

YTD Return 11.29%
1-Month Return 15.55%
3-Month Return 6.09%
1-Year Return 14.43%
3-Year Return 9.72%
5-Year Return 10.92%
10-Year Return 0.00%
FMK expense ratio is 0.7%.

FMK holdings

Top 10 Holdings (33.71% of Total Assets)

Name Symbol % Assets
Square Inc A SQ 3.95%
CVS Health Corp CVS 3.53%
Anthem Inc ANTM 3.53%
Target Corp TGT 3.47%
FedEx Corp FDX 3.47%
Pfizer Inc PFE 3.35%
Cisco Systems Inc CSCO 3.32%
United Parcel Service Inc Class B UPS 3.12%
Citigroup Inc C 3.11%
Lowe's Companies Inc LOW 2.86%

FMK pros

None that we could think of.

FMK cons

The following are FMK weaknesses from our perspective:

  • FMK net assets are $0.00 million. This fund is not a popular choice with retail investors.
  • FMK expense ratio is 0.7%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant FMK comparisons

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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 34.98%
1-Month Return -1.52%
3-Month Return -0.97%
1-Year Return 27.06%
3-Year Return 10.86%
5-Year Return 15.10%
10-Year Return 17.35%
QQQ expense ratio is 0.2%.

QQQ holdings

Top 10 Holdings (48.83% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 11.31%
Microsoft Corp MSFT 9.33%
Amazon.com Inc AMZN 5.42%
NVIDIA Corp NVDA 4.67%
Meta Platforms Inc Class A META 3.51%
Broadcom Inc AVGO 3.16%
Tesla Inc TSLA 3.13%
Alphabet Inc Class A GOOGL 3.10%
Alphabet Inc Class C GOOG 3.09%
Adobe Inc ADBE 2.11%

QQQ pros

The following are QQQ strengths from our perspective:

  • QQQ 3-year return is 11.77%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
  • QQQ 5-year return is 16.26%, which is higher than the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
  • QQQ 10-year return is 18.13%, 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.