EQUL vs QQQ
NYLI Engender Equality ETF vs Invesco QQQ Trust, Series 1
Which is better, EQUL or QQQ?
Large Cap Value against Large Cap Growth.
QQQ has a lower expense ratio. EQUL led over 1Y, QQQ over the full window.
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
| Metric | EQUL | QQQ |
|---|---|---|
| Expense Ratio | 0.45% | 0.18%Best |
| AUM | $7M | $506.1B |
| Dividend Yield | 1.77% | 0.42% |
| Holdings | 76 | 321 |
| Volatility (annualized) | 18.3%Best | 21.9% |
| Max Drawdown | -25.2%Best | -35.1% |
| $10,000 over 3.1 years | $11,354 | $13,639Best |
| Fund Family | INDEXIQ ETF TRUST | Invesco (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Growth |
| Inception | Oct 21, 2021 | Mar 10, 1999 |
Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.
The two price series end 694 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. EQUL has data through Nov 19, 2024 and QQQ through Oct 14, 2026.
Volatility and max drawdown, and the $10,000 over 3.1 years row, are measured over the window both funds cover: Oct 21, 2021 to Nov 19, 2024 (3.1 years).
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 21.9% compared with 18.3% for EQUL. 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 -25.2% for EQUL and -35.1% 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 0.77. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EQUL charges 0.45% per year while QQQ charges 0.18%. On a $10,000 position that is $45 vs $18 annually, a gap of $27 per year that compounds over a long holding period. On income, EQUL currently yields 1.77% against 0.42% for QQQ.
You are not choosing between two funds in isolation.
Whichever of EQUL and QQQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, EQUL or QQQ?
EQUL has an expense ratio of 0.45% while QQQ charges 0.18%. QQQ is the cheaper option, by $27 a year on a $10,000 investment.
Which is riskier, EQUL or QQQ?
QQQ has been the more volatile fund at 21.9% annualized versus 18.3% for EQUL. Worst drawdown: EQUL -25.2% vs QQQ -35.1%.
Should I hold both EQUL and QQQ?
EQUL and QQQ have a monthly-return correlation of 0.77, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, EQUL or QQQ?
EQUL yields 1.77% while QQQ yields 0.42%, so EQUL currently pays the higher dividend yield.
Is QQQ better than EQUL?
QQQ has a lower expense ratio. EQUL led over 1Y, QQQ over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.