ETF Versus

QQQ vs VBR

Invesco QQQ Trust vs Vanguard Small-Cap Value Index Fund ETF Shares

Last updated: 2026-04-02

QQQ

Invesco QQQ Trust (QQQ) is an exchange-traded fund that provides exposure to large-cap U.S. growth stocks with above-average earnings potential. Launched in 1999, the fund has a 27-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 1999-03-10
VBR

Vanguard Small-Cap Value Index Fund ETF Shares (VBR) is an exchange-traded fund that provides exposure to us small cap value securities. Launched in 2004, the fund has a 22-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2004-01-30

Quick Verdict

Over the past year, QQQ has significantly outperformed with a 22.7% return vs 15.0%.

Key Metrics

Metric QQQ VBR
Expense Ratio N/A N/A
Dividend Yield N/A N/A
Fund Family N/A N/A
Category US Large Cap Growth US Small Cap Value

Performance Chart

Indexed to 100 at start (5-year comparison)

75 99 123 147 171 195 2021-04 2022-06 2023-09 2024-12 2026-04
QQQ +76.5%
VBR +29.6%

Performance Comparison

Period QQQ VBR Difference
1 Month -2.87% -4.01% +1.14%
3 Months -4.70% +1.73% -6.43%
6 Months -3.85% +3.54% -7.39%
YTD -4.70% +1.73% -6.43%
1 Year +22.72% +15.02% +7.70%
3 Years +82.51% +37.32% +45.19%
5 Years +76.50% +29.61% +46.89%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period QQQ Fees VBR Fees You Save
$10,000 10 years $0 $0 $0
$10,000 20 years $0 $0 $0
$10,000 30 years $0 $0 $0
$50,000 10 years $0 $0 $0
$50,000 30 years $0 $0 $0
$100,000 30 years $0 $0 $0

Risk Metrics

Based on 5 years of daily returns

Metric QQQ VBR
Annualized Volatility 22.4% 19.9%
Max Drawdown -35.6% -25.1%
Sharpe Ratio 0.42 0.14

Dividend Comparison

Metric QQQ VBR
Annual Dividend (per share) $2.81 $4.14
Dividend Yield 0.48% 1.90%
Distribution Frequency Quarterly Quarterly

Which One Should You Choose?

Choose QQQ if...

recent performance momentum matters to your strategy. Note that past performance doesn't guarantee future results.

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