QQQ vs MTUM
Comparison between Invesco QQQ Trust Series 1 (QQQ, ETF) and ISHARES MSCI USA MOMENTUM FACTOR ETF (MTUM, ETF).
5-Year PerformanceQQQ has outperformed MTUM, delivering a return of +16.7% compared to +13.6%
QQQ vs MTUM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
QQQ
$440B
MTUM
$24B
Expense Ratio
QQQ
0.18%
Winner
MTUM
0.15%
Max Drawdown
QQQ
82.97%
Winner
MTUM
34.08%
Sharpe Ratio
Winner
QQQ
1.62
MTUM
1.32
5Y Beta
QQQ
1.23
Winner
MTUM
1.20
P/E Ratio
QQQ
38.69
Winner
MTUM
35.69
Forward P/E
QQQ
25.83
Winner
MTUM
24.40
PEG Ratio
Winner
QQQ
0.33
MTUM
0.35
5Y Dividends CAGR
QQQ
10.60%
Winner
MTUM
13.21%
5Y EPS CAGR
Winner
QQQ
30.80%
MTUM
29.25%
Debt to Equity
Winner
QQQ
35.72%
MTUM
40.56%
P/S Ratio
QQQ
6.07
Winner
MTUM
4.05
P/B Ratio
QQQ
9.39
Winner
MTUM
6.98
QQQ vs MTUM - Holdings Comparison
QQQ and MTUM have 29 common holdings. Overlap is 38.57%
QQQ's top 25 holdings weight is 72.34%. MTUM's top 25 holdings weight is 70.38%.
| Rank | QQQ | MTUM |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.38% | MICRON TECHNOLOGY INC (MU) - 7.56% |
| #2 | APPLE INC (AAPL) - 7.27% | BROADCOM INC (AVGO) - 5.01% |
| #3 | MICROSOFT CORP (MSFT) - 4.96% | ADVANCED MICRO DEVICES INC (AMD) - 4.97% |
| #4 | AMAZON.COM INC (AMZN) - 4.57% | NVIDIA CORP (NVDA) - 4.68% |
| #5 | MICRON TECHNOLOGY INC (MU) - 4.47% | INTEL CORP (INTC) - 4.54% |
| #6 | ADVANCED MICRO DEVICES INC (AMD) - 3.64% | LAM RESEARCH CORP (LRCX) - 4.00% |
| #7 | ALPHABET INC CLASS A (GOOGL) - 3.64% | JOHNSON & JOHNSON (JNJ) - 3.58% |
| #8 | TESLA INC (TSLA) - 3.48% | EXXON MOBIL CORP (XOM) - 3.22% |
| #9 | ALPHABET INC CLASS C (GOOG) - 3.36% | CATERPILLAR INC (CAT) - 2.97% |
| #10 | BROADCOM INC (AVGO) - 3.21% | ALPHABET INC CLASS A (GOOGL) - 2.74% |
| #11 | META PLATFORMS INC CLASS A (META) - 2.90% | JPMORGAN CHASE & CO (JPM) - 2.63% |
| #12 | INTEL CORP (INTC) - 2.74% | APPLIED MATERIALS INC (AMAT) - 2.42% |
| #13 | WALMART INC (WMT) - 2.57% | WALMART INC (WMT) - 2.35% |
| #14 | CISCO SYSTEMS INC (CSCO) - 2.07% | GE VERNOVA INC (GEV) - 2.27% |
| #15 | COSTCO WHOLESALE CORP (COST) - 1.97% | ALPHABET INC CLASS C (GOOG) - 2.22% |
| #16 | LAM RESEARCH CORP (LRCX) - 1.79% | GE AEROSPACE (GE) - 1.86% |
| #17 | NETFLIX INC (NFLX) - 1.64% | THE GOLDMAN SACHS GROUP INC (GS) - 1.71% |
| #18 | APPLIED MATERIALS INC (AMAT) - 1.60% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.70% |
| #19 | n/a (PLTR) - 1.39% | KLA CORP (KLAC) - 1.62% |
| #20 | TEXAS INSTRUMENTS INC (TXN) - 1.31% | WESTERN DIGITAL CORP (WDC) - 1.60% |
| #21 | QUALCOMM INC (QCOM) - 1.18% | n/a (PLTR) - 1.40% |
| #22 | KLA CORP (KLAC) - 1.17% | RTX CORP (RTX) - 1.38% |
| #23 | LINDE PLC (LIN) - 1.06% | CORNING INC (GLW) - 1.35% |
| #24 | SANDISK CORP ORDINARY SHARES (SNDK) - 1.04% | MORGAN STANLEY (MS) - 1.30% |
| #25 | T-MOBILE US INC (TMUS) - 0.93% | AMPHENOL CORP CLASS A (APH) - 1.30% |
| Total Holdings | 103 | 129 |
QQQ vs MTUM - Historical Returns
Returns include dividend reinvestment.
1M
QQQ
+3.44%
Winner
MTUM
+5.28%
3M
QQQ
+15.93%
Winner
MTUM
+24.17%
6M
QQQ
+13.01%
Winner
MTUM
+21.67%
1Y
Winner
QQQ
+35.00%
MTUM
+33.50%
5Y(CAGR)
Winner
QQQ
+16.70%
MTUM
+13.56%
10Y(CAGR)
Winner
QQQ
+21.25%
MTUM
+16.48%
Max(CAGR)
QQQ
+10.05%
Winner
MTUM
+16.01%
QQQ vs MTUM - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | QQQ | MTUM |
|---|---|---|
| 2026 | +15.14% | +21.37% |
| 2025 | +21.00% | +21.53% |
| 2024 | +27.74% | +35.37% |
| 2023 | +55.91% | +10.93% |
| 2022 | -33.22% | -18.43% |
| 2021 | +29.25% | +14.23% |
| 2020 | +46.18% | +29.42% |
| 2019 | +38.40% | +28.11% |
| 2018 | -1.84% | -2.42% |
| 2017 | +31.49% | +37.10% |
| 2016 | +9.41% | +7.16% |
| 2015 | +9.78% | +9.10% |
| 2014 | +20.12% | +15.81% |
| 2013 | +32.43% | +19.20% |
| 2012 | +15.89% | N/A |
| 2011 | +1.79% | N/A |
| 2010 | +18.18% | N/A |
| 2009 | +48.26% | N/A |
| 2008 | -40.84% | N/A |
| 2007 | +18.80% | N/A |
| 2006 | +4.81% | N/A |
| 2005 | +2.65% | N/A |
| 2004 | +10.83% | N/A |
| 2003 | +43.60% | N/A |
| 2002 | -39.24% | N/A |
| 2001 | -27.19% | N/A |
| 2000 | -38.39% | N/A |
| 1999 | +39.76% | N/A |
QQQ vs MTUM Drawdown Comparison
The maximum drawdown for QQQ was -82.97%, occurring on Oct 9, 2002. Recovery took 3748 trading sessions.
The maximum drawdown for MTUM was -34.08%, occurring on Mar 23, 2020. Recovery took 95 trading sessions.
The current QQQ drawdown is -5.51%. The current MTUM drawdown is -6.99%.
| Rank | QQQ | MTUM |
|---|---|---|
| #1 | -82.97% Mar 27, 2000 - Feb 20, 2015 | -34.08% Feb 19, 2020 - Jul 6, 2020 |
| #2 | -35.12% Dec 27, 2021 - Dec 13, 2023 | -32.28% Nov 3, 2021 - Mar 4, 2024 |
| #3 | -28.56% Feb 19, 2020 - Jun 3, 2020 | -22.12% Oct 1, 2018 - Jun 18, 2019 |
| #4 | -22.79% Aug 29, 2018 - Apr 12, 2019 | -20.99% Feb 18, 2025 - May 15, 2025 |
| #5 | -22.77% Feb 19, 2025 - Jun 24, 2025 | -15.75% Feb 12, 2021 - Aug 5, 2021 |
| #6 | -16.10% Dec 1, 2015 - Jul 27, 2016 | -12.96% Jul 10, 2024 - Sep 23, 2024 |
| #7 | -15.46% Jan 3, 2000 - Jan 19, 2000 | -12.95% Dec 29, 2015 - May 10, 2016 |
| #8 | -13.94% Jul 20, 2015 - Oct 28, 2015 | -11.54% Jan 29, 2026 - Apr 9, 2026 |
| #9 | -13.56% Jul 10, 2024 - Nov 6, 2024 | -10.79% Jul 20, 2015 - Nov 27, 2015 |
| #10 | -12.62% Sep 2, 2020 - Dec 1, 2020 | -10.31% Sep 2, 2020 - Nov 30, 2020 |
| #11 | -11.97% Oct 29, 2025 - Apr 15, 2026 | -10.23% Jan 26, 2018 - Jun 6, 2018 |
| #12 | -10.98% May 3, 2019 - Jul 3, 2019 | -8.90% Mar 5, 2014 - Jun 20, 2014 |
| #13 | -10.85% Feb 12, 2021 - Apr 9, 2021 | -8.58% Sep 18, 2014 - Oct 31, 2014 |
| #14 | -10.65% Jan 21, 2000 - Feb 3, 2000 | -8.18% Mar 7, 2024 - May 15, 2024 |
| #15 | -10.52% Mar 9, 2000 - Mar 23, 2000 | -7.82% Oct 29, 2025 - Jan 6, 2026 |
Correlation
Correlation between QQQ and MTUM is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2003 - 2026)
QQQ vs MTUM dividend yield comparison.
| Year | QQQ | MTUM |
|---|---|---|
| 2026 | 0.10% | 0.07% |
| 2025 | 0.45% | 0.91% |
| 2024 | 0.56% | 0.75% |
| 2023 | 0.62% | 1.35% |
| 2022 | 0.80% | 1.80% |
| 2021 | 0.43% | 0.55% |
| 2020 | 0.55% | 0.83% |
| 2019 | 0.74% | 1.48% |
| 2018 | 0.91% | 1.27% |
| 2017 | 0.84% | 1.02% |
| 2016 | 1.06% | 1.43% |
| 2015 | 0.99% | 1.12% |
| 2014 | 1.41% | 1.04% |
| 2013 | 1.02% | 1.02% |
| 2012 | 1.26% | 0.00% |
| 2011 | 0.83% | 0.00% |
| 2010 | 0.66% | 0.00% |
| 2009 | 0.46% | 0.00% |
| 2008 | 0.47% | 0.00% |
| 2007 | 0.28% | 0.00% |
| 2006 | 0.31% | 0.00% |
| 2005 | 0.34% | 0.00% |
| 2004 | 0.95% | 0.00% |
| 2003 | 0.04% | 0.00% |
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