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QQQ

etf60Moderate

Invesco QQQ Trust

US Large-Cap Growth

$480.00
AUM $290.00B
Log paper trade

Snapshot

Tracks the Nasdaq-100 — the largest non-financial Nasdaq companies, heavily weighted to technology and growth.

Expense Ratio
0.20%
10Y Return
18.0%
annualized
15Y Return
19.0%
annualized
20Y Return
13.5%
annualized
Yield
0.6%
Holdings
101
AUM
$290.00B
Turnover
8%
Tracking Err.
0.05%
Structure
Passive

Long-Term Total Return

Decade-scale view, dividends reinvested, vs. the S&P 500.

QQQ3.7×S&P 5002.4×

Growth of $10,000 invested at the start of the period, total return (price + reinvested dividends). Illustrative.

Risk Profile

Moderate

Balanced growth with manageable swings.

Volatility
20%
Beta
1.30
Max Drawdown
-30%
1Y Return
+4%
momentum

2–5 Year Outlook

Hypothetical bear / base / bull scenarios — not a prediction.

Hypothetical 5-year scenarios for $10,000 invested today.

ScenarioAnnualizedTotal return$10,000 →
Bull
24%/yr total return
+23.6%/yr+188%$28,846
Base
18%/yr total return (≈ long-run trend)
+18.0%/yr+129%$22,878
Bear
11%/yr total return
+11.0%/yr+69%$16,851

Projected from the fund's long-run total-return trend, widened by its volatility.

Hypothetical scenarios, not a forecast. These ranges are modeled from illustrative assumptions about growth and valuation — not predictions, price targets, or a recommendation to buy or sell. Real outcomes vary widely and can be negative. Not investment advice.

Technical Indicators

Objective price signals — moving averages, RSI, 52-week range — to interpret, not act on.

DowntrendRSI 6412% off 52W high
QQQ price50-day avg200-day avg

Illustrative daily prices (last ~9 months) with 50- and 200-day moving averages.

52W High
$544.22
52W Low
$453.50
50-day avg
$468.11
200-day avg
$484.87
  • Below its 200-day moving average — in a longer-term downtrend.
  • RSI 64 — neutral (neither overbought nor oversold).
  • 12% below its 52-week high.
  • MACD is above its signal line (positive momentum).

Technical indicators are objective descriptions of price behavior, not signals to act on. They are computed from illustrative sample prices and say nothing about a company's value. Not investment advice.

Fund Facts

Expense ratio
0.20%
Lower compounds to more wealth over decades
30-day yield
0.6%
Holdings
101
Turnover
8%
Proxy for tax efficiency
Tracking error
0.05%
Structure
Passive index
Fund age 26y

Sector Exposure

  • Technology50%
  • Communication16%
  • Consumer Disc.13%
  • Health Care6%
  • Consumer Staples5%
  • Other10%

Geographic Exposure

  • United States98%
  • Other2%

Moat Analysis

3 / 5

Concentrated exposure to large-cap innovation leaders; strong historical returns but a higher-fee, less-diversified, more-volatile profile.

Risk Factors

What could impair the long-term thesis.

  • Heavy tech/mega-cap concentration
  • Higher expense ratio than broad index funds
  • Sharper drawdowns in downturns

Hypothetical Growth

What a past investment would be worth today.

Hypothetical growth calculator

See what an investment made years ago would be worth today, vs. the S&P 500 — a Premium tool.

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$9/mo or $84/yr · cancel anytime

Forward Scenario Modeler

Project a starting investment across multi-decade horizons.

Forward scenario modeler

Model conservative, base, and optimistic returns across 10–40 year horizons with Premium.

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Data as of 2025-12-31. Illustrative sample data for research & education — not live market data, and not a recommendation to buy or sell QQQ.