Programmatic ETF Overlap Matrix

NDQ vs QQQ: ASX-Listed Nasdaq 100 vs US Direct Trust

Compare NDQ.AX (Betashares Nasdaq 100 ETF) vs QQQ (Invesco QQQ Trust) ETF holding overlap, sector concentration, MER fee differences, and 5Y CAGR returns.

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Structural Holding Overlap
64%
Moderate Concentration

Executive Quantitative Summary

Both NDQ.AX and QQQ serve as institutional building blocks for Australian investors, displaying a 64% structural asset overlap. Investors prioritizing low cost may favor QQQ (0.2% MER), while those seeking broader index coverage may prefer QQQ (101 total holdings).

NDQ.AX: 101 holdingsQQQ: 101 holdings

Side-by-Side Metric Specifications

Metric / SpecBetashares Nasdaq 100 ETF (NDQ.AX)Invesco QQQ Trust (QQQ)
Issuer / ProviderBetasharesInvesco
Benchmark IndexNasdaq 100 IndexNasdaq 100 Index
Management Fee (MER)0.48% p.a.0.2% p.a.
Total Stock Holdings101 stocks101 stocks
Distribution CadenceSemi-AnnuallyQuarterly
5-Year Return (CAGR)+19.82%+19.95%

Overlapping Stock Holdings Breakdown

Stock SymbolCompany NameNDQ.AX WeightQQQ Weight
MSFTMicrosoft Corp8.85%8.88%
AAPLApple Inc8.20%8.22%
NVDANVIDIA Corp7.85%7.88%

Key Institutional Takeaways

  • 1Management Expense Ratio (MER): Betashares Nasdaq 100 ETF costs 0.48% p.a. vs Invesco QQQ Trust at 0.2% p.a. (a 0.28% annual cost differential).
  • 2Index Standard: Betashares Nasdaq 100 ETF tracks the Nasdaq 100 Index (101 stocks) whereas Invesco QQQ Trust tracks the Nasdaq 100 Index (101 stocks).
  • 3Distribution Cadence: Betashares Nasdaq 100 ETF pays semi-annually distributions compared to Invesco QQQ Trust's quarterly payout cycle.
  • 4Historical Performance: 5-Year CAGR stands at 19.82% for NDQ.AX vs 19.95% for QQQ.

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