QQQ vs ROMO
Invesco QQQ Trust, Series 1 vs Strategy Shares Newfound/ReSolve Robust Momentum ETF
Which is better, QQQ or ROMO?
Large Cap Growth against Mid Cap Growth.
QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and 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 | QQQ | ROMO |
|---|---|---|
| Expense Ratio | 0.18%Best | 0.92% |
| AUM | $506.1B | $26M |
| Dividend Yield | 0.42% | 2.32% |
| Holdings | 321 | 4 |
| YTD Return | +19.30%Best | +6.82% |
| 1Y Return | +22.47%Best | +1.71% |
| 3Y Return (annualized) | +26.18%Best | +11.59% |
| 5Y Return (annualized) | +15.42%Best | +4.57% |
| Volatility (annualized) | 20.7% | 12.8%Best |
| Max Drawdown | -35.1% | -28.7%Best |
| $10,000 over 5 years | $20,484Best | $12,504 |
| Fund Family | Invesco (US) | STRATEGY SHARES |
| Category | Equity | Equity |
| Style | Large Cap Growth | Mid Cap Growth |
| Inception | Mar 10, 1999 | Nov 1, 2019 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Nov 4, 2019 to Oct 14, 2026 (6.9 years).
QQQ vs ROMO 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 6.9 years both funds cover.
QQQ vs ROMO Performance
Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) is an ETF from STRATEGY SHARES. Over the past year QQQ returned +22.47% while ROMO returned +1.71%. Year to date, QQQ is up 19.30% versus a gain of 6.82% for ROMO.
Over three years, QQQ compounded at +26.18% per year against +11.59% for ROMO; over five years the annualized figures are +15.42% and +4.57% respectively. Across the full 7-year window we track, QQQ has the edge at +21.05% annualized vs +5.32%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 20.7% compared with 12.8% for ROMO. 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 -35.1% for QQQ and -28.7% for ROMO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.69. They move together some of the time, and apart the rest.
Fees and Cost Over Time
QQQ charges 0.18% per year while ROMO charges 0.92%. On a $10,000 position that is $18 vs $92 annually, a gap of $74 per year that compounds over a long holding period. On income, QQQ currently yields 0.42% against 2.32% for ROMO.
Holdings Overlap
We hold position weights for 101 holdings in QQQ and 4 in ROMO, totalling 99.6% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 101 positions we hold weights for in QQQ and 4 in ROMO, against full books of 321 and 4.
What only one of them owns
Measured across the 101 and 4 positions we hold weights for.
QQQ holds 93 positions ROMO does not, 96.3% of the fund.
Largest: NVDA 8.33%, AAPL 7.35%, MSFT 5.76%, MU 5.02%, AMD 4.17%
You are not choosing between two funds in isolation.
Whichever of QQQ and ROMO 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, QQQ or ROMO?
QQQ has an expense ratio of 0.18% while ROMO charges 0.92%. QQQ is the cheaper option, by $74 a year on a $10,000 investment.
Which performed better, QQQ or ROMO?
Over the past year QQQ returned +22.47% vs +1.71% for ROMO, so QQQ leads on 1-year performance. Over the longest common window we track (7 years), QQQ annualized +21.05% vs +5.32% for ROMO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, QQQ or ROMO?
QQQ has been the more volatile fund at 20.7% annualized versus 12.8% for ROMO. Worst drawdown: QQQ -35.1% vs ROMO -28.7%.
Should I hold both QQQ and ROMO?
QQQ and ROMO have a monthly-return correlation of 0.69, 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, QQQ or ROMO?
QQQ yields 0.42% while ROMO yields 2.32%, so ROMO currently pays the higher dividend yield.
Is ROMO better than QQQ?
QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.