QQQ vs WSGE

QQQ vs WSGE

Which is better, QQQ or WSGE?

Large Cap Growth against Large Cap Blend.

QQQ has a lower expense ratio. QQQ is less concentrated, with 46.7% of the fund in its ten largest positions against 74.2%.

Lower Fees: 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

MetricQQQWSGE
Expense Ratio0.18%Best0.80%
AUM$506.1B$62M
Dividend Yield0.42%0.24%
Holdings321137
YTD Return+19.30%Best+11.95%
1Y Return+22.47%-
3Y Return (annualized)+26.18%-
5Y Return (annualized)+15.42%-
Top 10 Weight46.7%Best74.2%
Fund FamilyInvesco (US)Warren Street Wealth Advisors, LLC
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionMar 10, 1999Dec 10, 2025

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

QQQ vs WSGE 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 WSGE Performance

Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and Warren Street Global Equity ETF (WSGE) is an ETF from Warren Street Wealth Advisors, LLC. Year to date, QQQ is up 19.30% versus a gain of 11.95% for WSGE.

Past performance does not guarantee future results.

Fees and Cost Over Time

QQQ charges 0.18% per year while WSGE charges 0.80%. On a $10,000 position that is $18 vs $80 annually, a gap of $62 per year that compounds over a long holding period. On income, QQQ currently yields 0.42% against 0.24% for WSGE.

Holdings Overlap

We hold position weights for 101 holdings in QQQ and 105 in WSGE, totalling 99.6% and 100.1% 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 105 in WSGE, against full books of 321 and 137.

What only one of them owns

Our book lists 101 positions for WSGE that do not appear in our book for QQQ (99.6% of the fund), and 93 for QQQ that do not appear in WSGE (96.3%).

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.

You are not choosing between two funds in isolation.

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

QQQWSGE

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QQQ or WSGE?

QQQ has an expense ratio of 0.18% while WSGE charges 0.80%. QQQ is the cheaper option, by $62 a year on a $10,000 investment.

Which pays a higher dividend, QQQ or WSGE?

QQQ yields 0.42% while WSGE yields 0.24%, so QQQ currently pays the higher dividend yield.

Is WSGE better than QQQ?

QQQ has a lower expense ratio. QQQ is less concentrated, with 46.7% of the fund in its ten largest positions against 74.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.