QQQ vs WMSB

QQQ vs WMSB

Which is better, QQQ or WMSB?

QQQ has been ahead.

QQQ has a lower expense ratio. QQQ led over 1Y.

Lower Fees: QQQHigher Returns (1Y): 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

MetricQQQWMSB
Expense Ratio0.18%Best0.65%
AUM$506.1B$27M
Dividend Yield0.42%5.06%
Holdings321189
YTD Return+19.30%Best-0.07%
1Y Return+22.47%Best+1.56%
3Y Return (annualized)+26.18%-
5Y Return (annualized)+15.42%-
Fund FamilyInvesco (US)Weitz Investment Management, Inc
CategoryEquityFixed Income
StyleLarge Cap Growth-
InceptionMar 10, 1999Nov 4, 2025

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

QQQ vs WMSB 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

QQQ vs WMSB Performance

Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and Weitz Multisector Bond ETF (WMSB) is an ETF from Weitz Investment Management, Inc. Over the past year QQQ returned +22.47% while WMSB returned +1.56%. Year to date, QQQ is up 19.30% versus a loss of 0.07% for WMSB.

Past performance does not guarantee future results.

Fees and Cost Over Time

QQQ charges 0.18% per year while WMSB 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 5.06% for WMSB.

Holdings Overlap

We hold position weights for 101 holdings in QQQ and 24 in WMSB, totalling 99.6% and 28.9% 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 24 in WMSB, against full books of 321 and 189.

You are not choosing between two funds in isolation.

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

QQQWMSB

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QQQ or WMSB?

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

Which performed better, QQQ or WMSB?

Over the past year QQQ returned +22.47% vs +1.56% for WMSB, so QQQ leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which pays a higher dividend, QQQ or WMSB?

QQQ yields 0.42% while WMSB yields 5.06%, so WMSB currently pays the higher dividend yield.

Is WMSB better than QQQ?

QQQ has a lower expense ratio. QQQ led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.