Both QQQ and SPY are ETFs. QQQ has a higher 5-year return than SPY (15.72% vs 10.67%). QQQ has a higher expense ratio than SPY (0.2% vs 0.09%). Below is the comparison between QQQ and SPY.
| QQQ | SPY | |
|---|---|---|
| Security Type | ETF | ETF |
| Finny Score | 83 | 83 |
| Category | Large Growth | Large Blend |
| Family | Invesco PowerShares | State Street Global Advisors |
| Net Assets | N/A | N/A |
| Expense Ratio | 0.20% | 0.09% |
| Management Style | passive (index-based) | passive (index-based) |
| Dividend Yield | 0.67% | 1.55% |
| Underlying Index | NASDAQ-100 Index | S&P 500 |
| YTD Return | 27.78% | 8.84% |
| 1-Year Return | 17.53% | 6.13% |
| 3-Year Return | 14.65% | 13.70% |
| 5-Year Return | 15.72% | 10.67% |
| 10-Year Return | 17.64% | 11.69% |
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 holdings
Top 10 Holdings (56.17% of Total Assets)
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
- QQQ vs SPY
- QQQ vs VOO
- QQQ vs VGT
- QQQ vs VUG
- QQQ vs TQQQ
- QQQ vs VTI
- QQQ vs DIA
- QQQ vs DLN
- QQQ vs FMK
- QQQ vs CDC
- QQQ vs CFO
- QQQ vs CFA
- QQQ vs CSM
- QQQ vs DUSA
- QQQ vs DJD
- QQQ vs CAPE
SPY
SPY description
SPDR S&P 500 ETF Trust is an exchange traded fund launched and managed by State Street Global Advisors, Inc. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of large-cap companies. It seeks to track the performance of the S&P 500 Index, by using full replication technique. SPDR S&P 500 ETF Trust was formed on January 22, 1993 and is domiciled in the United States.
SPY performance & returns
| YTD Return | 8.84% |
| 1-Month Return | 2.11% |
| 3-Month Return | 5.01% |
| 1-Year Return | 6.13% |
| 3-Year Return | 13.70% |
| 5-Year Return | 10.67% |
| 10-Year Return | 11.69% |
SPY holdings
Top 10 Holdings (27.84% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Apple Inc | AAPL | 7.24% |
| Microsoft Corp | MSFT | 6.56% |
| Amazon.com Inc | AMZN | 2.70% |
| NVIDIA Corp | NVDA | 1.96% |
| Alphabet Inc Class A | GOOGL | 1.83% |
| Berkshire Hathaway Inc Class B | BRK.B | 1.70% |
| Alphabet Inc Class C | GOOG | 1.61% |
| Meta Platforms Inc Class A | META | 1.53% |
| Exxon Mobil Corp | XOM | 1.40% |
| UnitedHealth Group Inc | UNH | 1.32% |
SPY pros
The following are SPY strengths from our perspective:
- SPY 3-year return is 14.17%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
- SPY 5-year return is 10.98%, which is higher than the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
- SPY 10-year return is 11.7%, which is in line with the 10-year return of the benchmark index (S&P 500 TR USD), 12.76%.
- SPY 15-year return is 8.1%, which is in line with the 15-year return of the benchmark index (S&P 500 TR USD), 8.17%.
- SPY expense ratio is 0.09%, which is considered low. Nice job picking a low-cost fund.
SPY cons
The following are SPY weaknesses from our perspective:
- SPY net assets are $0.00 million. This fund is not a popular choice with retail investors.
Other relevant SPY comparisons
You may also want to check out the following SPY comparisons that investors often look for on Finny
- SPY vs VOO
- SPY vs QQQ
- SPY vs IVV
- SPY vs VTI
- SPY vs DIA
- SPY vs DLN
- SPY vs FMK
- SPY vs CDC
- SPY vs CFO
- SPY vs CFA
- SPY vs CSM
- SPY vs DUSA
- SPY vs DJD
- SPY vs CAPE