QQQ vs SOCL

QQQ vs SOCL

Which is better, QQQ or SOCL?

QQQ has been ahead.

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. QQQ is less concentrated, with 46.7% of the fund in its ten largest positions against 69.7%.

Lower Fees: QQQHigher Returns: QQQLess Concentrated: 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

MetricQQQSOCL
Expense Ratio0.18%Best0.65%
AUM$506.1B$87M
Dividend Yield0.42%0.50%
Holdings32150
YTD Return+19.30%Best-22.72%
1Y Return+22.47%Best-23.62%
3Y Return (annualized)+26.18%Best+6.76%
5Y Return (annualized)+15.42%Best-6.70%
Volatility (annualized)17.4%Best23.3%
Max Drawdown-35.1%Best-68.7%
$10,000 over 5 years$20,484Best$7,070
Top 10 Weight46.7%Best69.7%
Fund FamilyInvesco (US)Global X by mirae Asset
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionMar 10, 1999Nov 14, 2011

Volatility and max drawdown are measured over the window both funds cover: Nov 15, 2011 to Oct 14, 2026 (14.9 years).

QQQ vs SOCL 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 14.9 years both funds cover.

QQQ vs SOCL Performance

Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and Global X Social Media ETF (SOCL) is an ETF from Global X by mirae Asset. Over the past year QQQ returned +22.47% while SOCL returned -23.62%. Year to date, QQQ is up 19.30% versus a loss of 22.72% for SOCL.

Over three years, QQQ compounded at +26.18% per year against +6.76% for SOCL; over five years the annualized figures are +15.42% and -6.70% respectively. Across the full 15-year window we track, QQQ has the edge at +18.75% annualized vs +7.64%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SOCL has been the more volatile fund, with annualized monthly volatility of 23.3% compared with 17.4% 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 -35.1% for QQQ and -68.7% for SOCL. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.65. They move together some of the time, and apart the rest.

Fees and Cost Over Time

QQQ charges 0.18% per year while SOCL charges 0.65%. On a $10,000 position that is $18 vs $65 annually, a gap of $47 per year that compounds over a long holding period. On income, QQQ currently yields 0.42% against 0.50% for SOCL.

Holdings Overlap

QQQ already in SOCL6.3%
SOCL already in QQQ17.4%

6.3% of QQQ's money is in holdings SOCL also owns. 17.4% of SOCL's money is in holdings QQQ also owns.

SOCL and QQQ share little of their money.

2 positions in common, counted across the 101 positions we hold weights for in QQQ and 48 in SOCL, against full books of 321 and 50.

What only one of them owns

Our book lists 19 positions for SOCL that do not appear in our book for QQQ (35.9% of the fund), and 91 for QQQ that do not appear in SOCL (90.0%).

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

StockWeight in QQQWeight in SOCLDifference
METAMeta Platform Inc3.26%11.98%8.72%
GOOGLAlphabet Inc Cap Stk Cl A3.05%5.41%2.36%

You are not choosing between two funds in isolation.

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

QQQSOCL

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QQQ or SOCL?

QQQ has an expense ratio of 0.18% while SOCL charges 0.65%. QQQ is the cheaper option, by $47 a year on a $10,000 investment.

Which performed better, QQQ or SOCL?

Over the past year QQQ returned +22.47% vs -23.62% for SOCL, so QQQ leads on 1-year performance. Over the longest common window we track (15 years), QQQ annualized +18.75% vs +7.64% for SOCL. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QQQ or SOCL?

SOCL has been the more volatile fund at 23.3% annualized versus 17.4% for QQQ. Worst drawdown: QQQ -35.1% vs SOCL -68.7%.

Should I hold both QQQ and SOCL?

QQQ and SOCL have a monthly-return correlation of 0.65, 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 QQQ and SOCL?

17.4% of SOCL's money is in holdings QQQ also owns. 17.4% of SOCL's is in holdings QQQ also owns. They hold 2 positions in common, counted across the 101 positions we hold weights for in QQQ and 48 in SOCL.

Which pays a higher dividend, QQQ or SOCL?

QQQ yields 0.42% while SOCL yields 0.50%, so SOCL currently pays the higher dividend yield.

Is SOCL better than QQQ?

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. QQQ is less concentrated, with 46.7% of the fund in its ten largest positions against 69.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.