KQQQ vs QQQ
Kurv Technology Titans Select ETF vs Invesco QQQ Trust, Series 1
Which is better, KQQQ or QQQ?
Large Cap Blend against Large Cap Growth.
QQQ has a lower expense ratio. QQQ led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.96.
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 | KQQQ | QQQ |
|---|---|---|
| Expense Ratio | 0.99% | 0.18%Best |
| AUM | $137M | $506.1B |
| Dividend Yield | 16.63% | 0.42% |
| Holdings | 58 | 321 |
| YTD Return | +16.23% | +19.30%Best |
| 1Y Return | +17.18% | +22.47%Best |
| 3Y Return (annualized) | - | +26.18% |
| 5Y Return (annualized) | - | +15.42% |
| Volatility (annualized) | 20.8% | 17.6%Best |
| Max Drawdown | -26.1% | -22.8%Best |
| $10,000 over 2.2 years | $15,056 | $15,265Best |
| Fund Family | Kurv | Invesco (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Growth |
| Inception | Apr 22, 2024 | Mar 10, 1999 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.2 years row, are measured over the window both funds cover: Jul 23, 2024 to Oct 14, 2026 (2.2 years).
KQQQ 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 2.2 years both funds cover.
KQQQ vs QQQ Performance
Kurv Technology Titans Select ETF (KQQQ) is an ETF from Kurv and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year KQQQ returned +17.18% while QQQ returned +22.47%. Year to date, KQQQ is up 16.23% versus a gain of 19.30% for QQQ.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
KQQQ has been the more volatile fund, with annualized monthly volatility of 20.8% compared with 17.6% 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 -26.1% for KQQQ 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 0.96. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
KQQQ charges 0.99% per year while QQQ charges 0.18%. On a $10,000 position that is $99 vs $18 annually, a gap of $81 per year that compounds over a long holding period. On income, KQQQ currently yields 16.63% against 0.42% for QQQ.
Holdings Overlap
At least 51.1% of QQQ's money is in holdings KQQQ also owns.
Stated as a floor: for KQQQ, our book for it covers 75.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
The two portfolios partly overlap.
15 positions in common, counted across the 22 positions we hold weights for in KQQQ and 101 in QQQ, against full books of 58 and 321.
Top Shared Holdings
| Stock | Weight in KQQQ | Weight in QQQ | Difference |
|---|---|---|---|
| GOOGLAlphabet Inc | 11.92% | 3.05% | 8.87% |
| AMZNAmazon.Com Inc | 10.34% | 4.07% | 6.27% |
| AAPLApple, Inc | 4.95% | 7.35% | 2.40% |
| NVDANvidia Corp | 3.14% | 8.33% | 5.19% |
| AMDAdvanced Micro Devices Inc | 5.16% | 4.17% | 0.99% |
| INTCIntel Corporation | 5.99% | 2.64% | 3.35% |
| AVGOBroadcom Inc | 5.91% | 2.53% | 3.38% |
| METAMeta Platforms Inc | 4.73% | 3.26% | 1.47% |
| MSFTMicrosoft Corp | 1.93% | 5.76% | 3.83% |
| TSLATesla Inc | 2.80% | 2.82% | 0.02% |
51.1% of QQQ is already inside KQQQ.
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, KQQQ or QQQ?
KQQQ has an expense ratio of 0.99% while QQQ charges 0.18%. QQQ is the cheaper option, by $81 a year on a $10,000 investment.
Which performed better, KQQQ or QQQ?
Over the past year KQQQ returned +17.18% vs +22.47% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), KQQQ annualized +20.44% vs +21.20% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, KQQQ or QQQ?
KQQQ has been the more volatile fund at 20.8% annualized versus 17.6% for QQQ. Worst drawdown: KQQQ -26.1% vs QQQ -22.8%.
Should I hold both KQQQ and QQQ?
KQQQ and QQQ have a monthly-return correlation of 0.96, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between KQQQ and QQQ?
At least 51.1% of QQQ's money is in holdings KQQQ also owns. Our book for KQQQ is partial, so the real figure is this or higher. They hold 15 positions in common, counted across the 22 positions we hold weights for in KQQQ and 101 in QQQ.
Which pays a higher dividend, KQQQ or QQQ?
KQQQ yields 16.63% while QQQ yields 0.42%, so KQQQ currently pays the higher dividend yield.
Is QQQ better than KQQQ?
QQQ has a lower expense ratio. QQQ led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.96. Which one suits a particular account depends on what it is for. This is information, not a recommendation.