QQQ vs SWPPX

QQQ is an ETF, whereas SWPPX is a mutual fund. QQQ has a higher 5-year return than SWPPX (22.31% vs 13.94%). QQQ has a higher expense ratio than SWPPX (0.2% vs 0.02%). Below is the comparison between QQQ and SWPPX.

QQQ SWPPX
Security Type ETF Mutual fund
Segment Equity: U.S. - Large Cap U.S. Equity: Large Blend
Issuer Invesco PowerShares Schwab Funds
Net Assets $100.58B $44.15B
Expense Ratio 0.20% 0.02%
Management Style passive (index-based) passive (index-based)
Dividend Yield 0.74% 1.72%
Minimum Investment N/A $1,000.00
YTD Return 41.38% 14.01%
1-Year Return 46.21% 17.45%
3-Year Return 25.17% 13.14%
5-Year Return 22.31% 13.94%
10-Year Return 20.16% 14.12%

QQQ description

The Fund seeks to provide investment results that generally correspond to the price and yield performance of the Nasdaq-100 Index. The Index measures the average performance of a broadly diversified group of equity securities issued by 100 of the largest non-financial companies listed on The NASDAQ Stock Market, Inc.

QQQ performance & returns

YTD Return 41.38%
1-Month Return 5.78%
3-Month Return 2.88%
1-Year Return 46.21%
3-Year Return 25.17%
5-Year Return 22.31%
10-Year Return 20.16%
QQQ expense ratio is 0.2%.

QQQ holdings

Top 10 Holdings (56.23% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 13.00%
Microsoft Corp MSFT 10.70%
Amazon.com Inc AMZN 10.62%
Facebook Inc A FB 4.42%
Alphabet Inc A GOOGL 3.89%
Alphabet Inc Class C GOOG 3.78%
Tesla Inc TSLA 3.22%
NVIDIA Corp NVDA 2.75%
PayPal Holdings Inc PYPL 1.94%
Adobe Inc ADBE 1.91%

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SWPPX description

The Fund seeks to track the total return of the S&P 500 Index. The Fund will invest at least 80% of its net assets in these stocks; typically, the actual percentage is considerably higher. The Fund generally will seek to replicate the performance of the index by giving the same weight to a given stock as the index does.

SWPPX performance & returns

YTD Return 14.01%
1-Month Return 10.96%
3-Month Return 3.89%
1-Year Return 17.45%
3-Year Return 13.14%
5-Year Return 13.94%
10-Year Return 14.12%
SWPPX expense ratio is 0.02%.

SWPPX holdings

Top 10 Holdings (27.71% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 6.62%
Microsoft Corp MSFT 5.66%
Amazon.com Inc AMZN 4.77%
Facebook Inc A FB 2.24%
Alphabet Inc A GOOGL 1.57%
Alphabet Inc Class C GOOG 1.53%
Berkshire Hathaway Inc Class B BRK.B 1.50%
Johnson & Johnson JNJ 1.39%
Procter & Gamble Co PG 1.23%
Visa Inc Class A V 1.20%

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