QQQ vs XIMR
Invesco QQQ Trust, Series 1 vs FT Vest US Equity Buffer & Premium Income ETF - March
Which is better, QQQ or XIMR?
Large Cap Growth against Option Writing.
QQQ has a lower expense ratio. QQQ led over 1Y 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 | XIMR |
|---|---|---|
| Expense Ratio | 0.18%Best | 0.85% |
| AUM | $506.1B | $27M |
| Dividend Yield | 0.42% | 6.59% |
| Holdings | 321 | 24 |
| YTD Return | +19.30%Best | +0.77% |
| 1Y Return | +22.47%Best | +1.77% |
| 3Y Return (annualized) | +26.18% | - |
| 5Y Return (annualized) | +15.42% | - |
| Volatility (annualized) | 17.5% | 2.3%Best |
| Max Drawdown | -22.8% | -5.1%Best |
| $10,000 over 2.6 years | $16,939Best | $11,305 |
| Fund Family | Invesco (US) | First Trust Portfolios (US) |
| Category | Equity | Alternative |
| Style | Large Cap Growth | Option Writing |
| Inception | Mar 10, 1999 | Mar 18, 2024 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.6 years row, are measured over the window both funds cover: Mar 19, 2024 to Oct 14, 2026 (2.6 years).
QQQ vs XIMR 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 2.6 years both funds cover.
QQQ vs XIMR Performance
Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and FT Vest US Equity Buffer & Premium Income ETF - March (XIMR) is an ETF from First Trust Portfolios (US). Over the past year QQQ returned +22.47% while XIMR returned +1.77%. Year to date, QQQ is up 19.30% versus a gain of 0.77% for XIMR.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 17.5% compared with 2.3% for XIMR. 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 -22.8% for QQQ and -5.1% for XIMR. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.68. They move together some of the time, and apart the rest.
Fees and Cost Over Time
QQQ charges 0.18% per year while XIMR charges 0.85%. On a $10,000 position that is $18 vs $85 annually, a gap of $67 per year that compounds over a long holding period. On income, QQQ currently yields 0.42% against 6.59% for XIMR.
You are not choosing between two funds in isolation.
Whichever of QQQ and XIMR 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 XIMR?
QQQ has an expense ratio of 0.18% while XIMR charges 0.85%. QQQ is the cheaper option, by $67 a year on a $10,000 investment.
Which performed better, QQQ or XIMR?
Over the past year QQQ returned +22.47% vs +1.77% for XIMR, so QQQ leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, QQQ or XIMR?
QQQ has been the more volatile fund at 17.5% annualized versus 2.3% for XIMR. Worst drawdown: QQQ -22.8% vs XIMR -5.1%.
Should I hold both QQQ and XIMR?
QQQ and XIMR have a monthly-return correlation of 0.68, 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 XIMR?
QQQ yields 0.42% while XIMR yields 6.59%, so XIMR currently pays the higher dividend yield.
Is XIMR better than QQQ?
QQQ has a lower expense ratio. QQQ led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.