Beleggen in ARKK of Invesco QQQ technologie ETF?
Beleggen in Technologie: ARKK etf vs QQQ
- De Ark Innovation Fund heeft Invesco’s QQQ fund verslagen in 2023
- Deze Ark Innovaton Fund heeft een performance laten zien van 70% terwijl QQQ gestegen is met 52%
- Waarom QQQ een rustigere belegging is dan ARKKK
De laatste weken is er sprake van een behoorlijk rally in de technologie sector. Door te beleggen in een ETF kun je gespreid beleggen in aandelen uit de technologie sector.
Welke verschillen zijn er tussen deze twee technologie ETF’s?
Er zijn verschillende redenen om voorkeur te geven aan de Invesco QQQ Fund ten opzichte van de Ark Innovation Fund. Ten eerste is de Ark Innovation Fund geen gewone ETF. De jaarlijkse kosten bedraagt 0,75%, terwijl de kosten van Invesco QQQ ETF 0,20% bedraagt, een heel stuk goedkoper dus. Er is ook nog een kleinere variant hiervan, namelijk de QQQM ETF die jaarlijks 0,15% aan vergoeding berekent.
Kosten zijn wel degelijk een belangrijke factor voor het rendement dat je uiteindelijk wil behalen. Uitgaande van een belegd vermogen van 100.000 Euro in een ARKK ETF betekent dit aan jaarlijkse kosten van 750 dollar. Voor een belegging in een Invesco QQQ ETF zou dit betekenen 200 dollar aan kosten. Dat maakt dus nogal uit.
Niet alleen de kosten maakt dat de ARKK ETF minder aantrekkelijk is, ook de spreiding en samenstelling van deze ETF verschilt nogal met de QQQ ETF. De QQQ ETF heeft over een langere periode een goede reputatie opgebouwd als het gaat om het genereren van rendement voor zijn aandeelhouders. In tegenstelling tot de ARKK ETF die regelmatig de krantenkoppen haalt met nieuws over het toevoegen over verkopen van aandelen door Cathie Wood.
Performance QQQ Invesco ETF
Een belangrijke constatering is dat QQQ het vrijwel goed doet in periodes dat de sector hard terugvalt. In 2022 daalde deze ETF met 14%, terwijl ARKK een daling liet zien van 60%. In 2021 daalde ARKK met 23% en steeg de QQQ met 27%. Zoals hierboven is weergegeven, bedroeg het rendement over vijf jaar van QQQ 159%, vergeleken met de 33,26% van ARKK.
Wat zijn de huidige koerstrends van deze ETF’s?
Vanaf februari 2021 hebben we een sterke outperformance gezien van QQQ t.o.v. ARKK. In de grafiek is duidelijk zichtbaar dat er mogelijk een draai komt en ARKK en outperformance gaat laten zien t.o.v. QQQ. Voor actieve beleggers kan dit een reden zijn om het belang in de QQQ ETF iets af te romen en een stuk vermogen te alloceren in de ARKK ETF. Voor de lange termijn belegger is het goed om te realiseren om de kostenaspect goed in het vizier te houden, daarnaast het hogere risicograad die ARKK heeft ten opzichte van de QQQ ETF.
De 10 grootste beleggen in ARKK en QQQ ETF
Interessant is om te zien welke aandelen het grootste belang vertegenwoordigd in deze ETF’s.
De TOP10 grootste beleggingen ARK ETF:
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Coinbase Global (8,36%)
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Roku (7,82%)
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Zoom Video Communications (7,31%)
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Tesla (7,24%)
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Uipath Inc. (6,60%)
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Block (6,04%)
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CRISPR Therapeutics AG (4,96%)
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Roblox Corporation (4,45%)
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Twilio Inc. (4,17%)
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Shopify (3,65%)
De TOP10 grootste beleggingen Invesco QQQ ETF:
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Microsoft Corporation (8,93%)
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Apple (8,90%)
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Amazon (4,89%)
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Nvidia (4,48%)
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Broadcom (4,32%)
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Meta platforms (4,14%)
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Alphabet (2,68%)
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Tesla (2,62%)
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Alphabet (2,62%)
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Costco Wholesale Corporation (2,34%)
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Koersgrafiek ARK
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