QQQE vs QQQ

Both QQQ and QQQE are ETFs. QQQ has a higher 5-year return than QQQE (26.8% vs 21.74%). QQQ has a lower expense ratio than QQQE (0.2% vs 0.35%). Below is the comparison between QQQ and QQQE.

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QQQ QQQE
Security Type ETF ETF
Finny Score 83 0
Category Large Growth Large Growth
Family Invesco PowerShares Direxion
Net Assets N/A N/A
Expense Ratio 0.20% 0.35%
Management Style passive (index-based) passive (index-based)
Dividend Yield 0.55% 0.53%
Underlying Index NASDAQ-100 Index NASDAQ-100 Equal Weighted Index
YTD Return 5.36% 4.27%
1-Year Return 54.35% 53.02%
3-Year Return 27.03% 22.19%
5-Year Return 26.80% 21.74%
10-Year Return 20.09% 0.00%

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 expense ratio is 0.2%.

QQQ holdings

Top 10 Holdings (50.95% of Total Assets)

Name Symbol % Assets
AAPL AAPL 10.98%
MSFT MSFT 9.52%
AMZN AMZN 8.34%
TSLA TSLA 4.25%
FB FB 3.79%
GOOG GOOG 3.63%
GOOGL GOOGL 3.32%
NVDA NVDA 2.70%
PYPL PYPL 2.32%
INTC INTC 2.12%

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.

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.

QQQE

QQQE description

Direxion Shares ETF Trust - Direxion NASDAQ-100 Equal Weighted Index Shares is an exchange traded fund launched by Direxion Investments. The fund is managed by Rafferty Asset Management, LLC. It invests in public equity markets of global region. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of diversified market capitalization companies. The fund seeks to track the performance of the NASDAQ-100 Equal Weighted Index, by using full replication technique. Direxion Shares ETF Trust - Direxion NASDAQ-100 Equal Weighted Index Shares was formed on March 21, 2012 and is domiciled in the United States.

QQQE performance & returns

YTD Return 4.27%
1-Month Return -0.04%
3-Month Return 0.50%
1-Year Return 53.02%
3-Year Return 22.19%
5-Year Return 21.74%
10-Year Return 0.00%
QQQE expense ratio is 0.35%.

QQQE holdings

Top 10 Holdings (10.81% of Total Assets)

Name Symbol % Assets
AMAT AMAT 1.15%
KLAC KLAC 1.11%
ASML ASML 1.11%
LRCX LRCX 1.08%
CDNS CDNS 1.07%
SNPS SNPS 1.07%
ADBE ADBE 1.06%
TXN TXN 1.06%
COST COST 1.05%
CSX CSX 1.05%

QQQE pros

None that we could think of.

QQQE cons

None that we could think of.

Other relevant QQQE comparisons

You may also want to check out the following QQQE 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.