CHRI vs QQQ

CHRI vs QQQ

Which is better, CHRI or QQQ?

Large Cap Blend against Large Cap Growth.

QQQ has a lower expense ratio. QQQ led over 1Y and the full window. CHRI is less concentrated, with 38.2% of the fund in its ten largest positions against 46.7%.

Lower Fees: QQQHigher Returns: QQQLess Concentrated: CHRI

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricCHRIQQQ
Expense Ratio0.29%0.18%Best
AUM$9M$506.1B
Dividend Yield0.38%0.42%
Holdings934321
YTD Return+12.77%+19.30%Best
1Y Return+15.94%+22.47%Best
3Y Return (annualized)-+26.18%
5Y Return (annualized)-+15.42%
Volatility (annualized)12.9%Best21.2%
Max Drawdown-9.4%Best-12.0%
$10,000 over 1.1 years$11,672$12,397Best
Top 10 Weight38.2%Best46.7%
Fund FamilyGlobal X by mirae AssetInvesco (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Growth
InceptionSep 23, 2025Mar 10, 1999

Volatility and max drawdown, and the $10,000 over 1.1 years row, are measured over the window both funds cover: Sep 24, 2025 to Oct 14, 2026 (1.1 years).

CHRI vs QQQ growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.1 years both funds cover.

CHRI vs QQQ Performance

Global X S&P 500 Christian Values ETF (CHRI) is an ETF from Global X by mirae Asset and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year CHRI returned +15.94% while QQQ returned +22.47%. Year to date, CHRI is up 12.77% versus a gain of 19.30% for QQQ.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 21.2% compared with 12.9% for CHRI. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -9.4% for CHRI and -12.0% for QQQ. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.89. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

CHRI charges 0.29% per year while QQQ charges 0.18%. On a $10,000 position that is $29 vs $18 annually, a gap of $11 per year that compounds over a long holding period. On income, CHRI currently yields 0.38% against 0.42% for QQQ.

Holdings Overlap

CHRI already in QQQ53.8%
QQQ already in CHRI87.6%

53.8% of CHRI's money is in holdings QQQ also owns. 87.6% of QQQ's money is in holdings CHRI also owns.

Most of QQQ is already inside CHRI. Owning both mostly buys the same companies twice.

78 positions in common, counted across the 463 positions we hold weights for in CHRI and 101 in QQQ, against full books of 934 and 321.

What only one of them owns

Our book lists 14 positions for QQQ that do not appear in our book for CHRI (8.7% of the fund), and 377 for CHRI that do not appear in QQQ (45.6%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in CHRIWeight in QQQDifference
NVDANvidia Corp.7.99%8.33%0.34%
AAPLApple, Inc7.37%7.35%0.02%
MSFTMicrosoft Corp 4.100 Feb 06 375.56%5.76%0.20%
AMZNAmazon.Com Inc3.85%4.07%0.22%
MUMicron Technology, Inc.1.66%5.02%3.36%
GOOGLAlphabet Inc-cl A3.04%3.05%0.01%
METAMeta Platform Inc2.18%3.26%1.08%
AMDAdvanced Micro Devices Inc.1.27%4.17%2.90%
GOOGAlphabet, Inc.- Cl C2.43%2.85%0.42%
AVGOBroadcom Inc2.59%2.53%0.06%

87.6% of QQQ is already inside CHRI.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

CHRIQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CHRI or QQQ?

CHRI has an expense ratio of 0.29% while QQQ charges 0.18%. QQQ is the cheaper option, by $11 a year on a $10,000 investment.

Which performed better, CHRI or QQQ?

Over the past year CHRI returned +15.94% vs +22.47% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (1 years), CHRI annualized +15.09% vs +21.57% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, CHRI or QQQ?

QQQ has been the more volatile fund at 21.2% annualized versus 12.9% for CHRI. Worst drawdown: CHRI -9.4% vs QQQ -12.0%.

Should I hold both CHRI and QQQ?

CHRI and QQQ have a monthly-return correlation of 0.89, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between CHRI and QQQ?

87.6% of QQQ's money is in holdings CHRI also owns. 87.6% of QQQ's is in holdings CHRI also owns. They hold 78 positions in common, counted across the 463 positions we hold weights for in CHRI and 101 in QQQ.

Which pays a higher dividend, CHRI or QQQ?

CHRI yields 0.38% while QQQ yields 0.42%, so QQQ currently pays the higher dividend yield.

Is QQQ better than CHRI?

QQQ has a lower expense ratio. QQQ led over 1Y and the full window. CHRI is less concentrated, with 38.2% of the fund in its ten largest positions against 46.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.