INFO vs QQQ
Harbor PanAgora Dynamic Large Cap Core ETF vs Invesco QQQ Trust, Series 1
Which is better, INFO or QQQ?
Large Cap Blend against Large Cap Growth.
QQQ has a lower expense ratio. QQQ led over 1Y and the full window. INFO is less concentrated, with 42.4% of the fund in its ten largest positions against 46.7%.
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 | INFO | QQQ |
|---|---|---|
| Expense Ratio | 0.35% | 0.18%Best |
| AUM | $956M | $506.1B |
| Dividend Yield | 0.31% | 0.42% |
| Holdings | 270 | 321 |
| YTD Return | +15.29% | +19.30%Best |
| 1Y Return | +19.78% | +22.47%Best |
| 3Y Return (annualized) | - | +26.18% |
| 5Y Return (annualized) | - | +15.42% |
| Volatility (annualized) | 12.8%Best | 18.6% |
| Max Drawdown | -19.6%Best | -22.8% |
| $10,000 over 2 years | $14,109 | $14,921Best |
| Top 10 Weight | 42.4%Best | 46.7% |
| Fund Family | Harbor Funds | Invesco (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Growth |
| Inception | Oct 8, 2024 | Mar 10, 1999 |
Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Oct 10, 2024 to Oct 14, 2026 (2 years).
INFO 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 2 years both funds cover.
INFO vs QQQ Performance
Harbor PanAgora Dynamic Large Cap Core ETF (INFO) is an ETF from Harbor Funds and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year INFO returned +19.78% while QQQ returned +22.47%. Year to date, INFO is up 15.29% 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 18.6% compared with 12.8% for INFO. 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 -19.6% for INFO and -22.8% 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 0.88. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
INFO charges 0.35% per year while QQQ charges 0.18%. On a $10,000 position that is $35 vs $18 annually, a gap of $17 per year that compounds over a long holding period. On income, INFO currently yields 0.31% against 0.42% for QQQ.
Holdings Overlap
51.4% of INFO's money is in holdings QQQ also owns. 70.3% of QQQ's money is in holdings INFO also owns.
Most of QQQ is already inside INFO. Owning both mostly buys the same companies twice.
35 positions in common, counted across the 151 positions we hold weights for in INFO and 101 in QQQ, against full books of 270 and 321.
What only one of them owns
Our book lists 58 positions for QQQ that do not appear in our book for INFO (26.0% of the fund), and 104 for INFO that do not appear in QQQ (48.2%).
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
| Stock | Weight in INFO | Weight in QQQ | Difference |
|---|---|---|---|
| NVDANvidia Corp. | 9.16% | 8.33% | 0.83% |
| AAPLApple, Inc | 7.87% | 7.35% | 0.52% |
| MSFTMicrosoft Corp 4.100 Feb 06 37 | 5.94% | 5.76% | 0.18% |
| GOOGLAlphabet Inc-cl A | 5.83% | 3.05% | 2.78% |
| AMZNAmazon.Com Inc | 3.37% | 4.07% | 0.70% |
| MUMicron Technology, Inc. | 2.03% | 5.02% | 2.99% |
| METAMeta Platform Inc | 2.66% | 3.26% | 0.60% |
| AMDAdvanced Micro Devices Inc. | 1.74% | 4.17% | 2.43% |
| AVGOBroadcom Inc | 2.00% | 2.53% | 0.53% |
| TSLATesla Motors Inc | 1.13% | 2.82% | 1.69% |
70.3% of QQQ is already inside INFO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, INFO or QQQ?
INFO has an expense ratio of 0.35% while QQQ charges 0.18%. QQQ is the cheaper option, by $17 a year on a $10,000 investment.
Which performed better, INFO or QQQ?
Over the past year INFO returned +19.78% vs +22.47% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), INFO annualized +18.78% vs +22.15% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, INFO or QQQ?
QQQ has been the more volatile fund at 18.6% annualized versus 12.8% for INFO. Worst drawdown: INFO -19.6% vs QQQ -22.8%.
Should I hold both INFO and QQQ?
INFO and QQQ have a monthly-return correlation of 0.88, 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 INFO and QQQ?
70.3% of QQQ's money is in holdings INFO also owns. 70.3% of QQQ's is in holdings INFO also owns. They hold 35 positions in common, counted across the 151 positions we hold weights for in INFO and 101 in QQQ.
Which pays a higher dividend, INFO or QQQ?
INFO yields 0.31% while QQQ yields 0.42%, so QQQ currently pays the higher dividend yield.
Is QQQ better than INFO?
QQQ has a lower expense ratio. QQQ led over 1Y and the full window. INFO is less concentrated, with 42.4% 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.