Both QQQ and SOXX are ETFs. QQQ has a lower 5-year return than SOXX (26.8% vs 38.34%). QQQ has a lower expense ratio than SOXX (0.2% vs 0.46%). Below is the comparison between QQQ and SOXX.
| QQQ | SOXX | |
|---|---|---|
| Security Type | ETF | ETF |
| Finny Score | 83 | 80 |
| Category | Large Growth | Technology |
| Family | Invesco PowerShares | BlackRock |
| Net Assets | N/A | N/A |
| Expense Ratio | 0.20% | 0.46% |
| Management Style | passive (index-based) | passive (index-based) |
| Dividend Yield | 0.55% | 0.74% |
| Underlying Index | NASDAQ-100 Index | PHLX Semiconductor Sector Index |
| YTD Return | 5.36% | 8.49% |
| 1-Year Return | 54.35% | 83.91% |
| 3-Year Return | 27.03% | 34.38% |
| 5-Year Return | 26.80% | 38.34% |
| 10-Year Return | 20.09% | 22.83% |
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 | 5.36% |
| 1-Month Return | 1.72% |
| 3-Month Return | 0.09% |
| 1-Year Return | 54.35% |
| 3-Year Return | 27.03% |
| 5-Year Return | 26.80% |
| 10-Year Return | 20.09% |
QQQ holdings
Top 10 Holdings (50.95% of Total Assets)
QQQ pros
The following are QQQ strengths from our perspective:
- QQQ 3-year return is 27.03%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
- QQQ 5-year return is 26.8%, which is higher than the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
- QQQ 10-year return is 20.09%, 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.
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SOXX
SOXX description
iShares Trust - iShares Semiconductor ETF is an exchange traded fund launched by BlackRock, Inc. It is managed by BlackRock Fund Advisors. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across information technology, semiconductors and semiconductor equipment sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It seeks to track the performance of the ICE Semiconductor Index, by using representative sampling technique. iShares Trust - iShares Semiconductor ETF was formed on July 10, 2001 and is domiciled in the United States.
SOXX performance & returns
| YTD Return | 8.49% |
| 1-Month Return | -6.59% |
| 3-Month Return | 0.73% |
| 1-Year Return | 83.91% |
| 3-Year Return | 34.38% |
| 5-Year Return | 38.34% |
| 10-Year Return | 22.83% |
SOXX holdings
Top 10 Holdings (61.01% of Total Assets)
SOXX pros
The following are SOXX strengths from our perspective:
- SOXX 3-year return is 34.38%, which is higher than the 3-year return of the benchmark index (MSCI ACWI NR USD), 6.34%.
- SOXX 5-year return is 38.34%, which is higher than the 5-year return of the benchmark index (MSCI ACWI NR USD), 6.51%.
- SOXX 10-year return is 22.83%, which is higher than the 10-year return of the benchmark index (MSCI ACWI NR USD), 8.76%.
- SOXX 15-year return is 13.05%, which is higher than the 15-year return of the benchmark index (MSCI ACWI NR USD), 4.59%.
SOXX cons
The following are SOXX weaknesses from our perspective:
- SOXX net assets are $0.00 million. This fund is not a popular choice with retail investors.
Other relevant SOXX comparisons
You may also want to check out the following SOXX comparisons that investors often look for on Finny