FEVR vs QQQ

FEVR vs QQQ

Which is better, FEVR or QQQ?

QQQ has been ahead.

QQQ led over 1Y and the full window.

Higher Returns: QQQ

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

MetricFEVRQQQ
Expense Ratio-0.18%
AUM$4M$506.1B
Dividend Yield2.00%0.42%
Holdings37321
Volatility (annualized)22.8%22.2%Best
Max Drawdown-35.4%-35.1%Best
$10,000 over 1.9 years$9,026$9,344Best
Fund FamilyInspire ETFsInvesco (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionDec 7, 2020Mar 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 1426 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. FEVR has data through Nov 18, 2022 and QQQ through Oct 14, 2026.

Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Dec 8, 2020 to Nov 18, 2022 (1.9 years).

Risk: Volatility and Drawdowns

FEVR has been the more volatile fund, with annualized monthly volatility of 22.8% compared with 22.2% for QQQ. 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 -35.4% for FEVR 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 0.89. They usually move together, but the gap leaves some room for diversification.

You are not choosing between two funds in isolation.

Whichever of FEVR and QQQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

FEVRQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is riskier, FEVR or QQQ?

FEVR has been the more volatile fund at 22.8% annualized versus 22.2% for QQQ. Worst drawdown: FEVR -35.4% vs QQQ -35.1%.

Should I hold both FEVR and QQQ?

FEVR 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.

Which pays a higher dividend, FEVR or QQQ?

FEVR yields 2.00% while QQQ yields 0.42%, so FEVR currently pays the higher dividend yield.

Is QQQ better than FEVR?

QQQ led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.