QQQ vs QQQM: Why Pay More for the Same Thing?
They hold the exact same stocks. They are managed by the exact same company (Invesco). But one of them charges you less fees. Here is why savvy long-term investors are switching to the “Mini” version.
Identical Twins, Different Price Tag
Imagine two bottles of the exact same water. One costs $2.00, the other costs $1.50. Which one do you buy?
| Feature | QQQ ( The Original) | QQQM (The Mini) |
|---|---|---|
| Expense Ratio | 0.20% | 0.15% |
| Share Price* | ~$500 (Heavy) | ~$210 (Light) |
| Liquidity | Insane | Good |
| Holdings | Nasdaq 100 | Nasdaq 100 |
| Goal | Pick |
|---|---|
| Retirement | QQQM |
| Gambling | QQQ |
If QQQM is Cheaper, Why Buy QQQ?
You might wonder, “Why doesn’t everyone just switch?”
The answer is Liquidity.
Big institutions (Hedge Funds) need to trade $100 Million in seconds. QQQ trades millions of shares every day, so they can get in and out instantly. QQQM has less volume.
But ask yourself: Do you need to sell $10 million worth of stock in 1 second?
No? Then you don’t need QQQ’s liquidity. Take the discount with QQQM.
Pro Tip: Don’t Sell QQQ to Buy QQQM
If you already own QQQ, should you sell it all and swap it for QQQM?
The Tax Warning
The tax bill will be much higher than the small fee savings.
Strategy: Keep your old QQQ, but make all new purchases in QQQM.