As the US economy continues to slow, investors are seeking alternative opportunities for growth.
Invesco QQQ and QQQM ETFs offer access to a diverse portfolio of large-cap companies that have a legacy of innovation and growth.
Institutional investors are using NASDAQ-100 ETFs as a complement or replacement for traditional beta investments tied to the S&P 500.
Economic uncertainty is growing worldwide. Many asset owners have turned to Invesco QQQ and Invesco NASDAQ 100 ETF (QQQM) for tactical alpha generation and building long-term strategic holdings, thanks to their historical outperformance versus the S&P 500 and robust fundamentals.
As macro uncertainty increases, earnings growth estimates have slowed. This pattern is stoking fears of a broader economic slowdown. Persistent inflation, US trade relation uncertainty, and slowing economic activity have investors searching for growth. Amidst these pressures, NASDAQ-100 ETFs provide exposure to companies with stronger earnings per share (EPS) growth estimates than the S&P 500 across most time periods.
Invesco QQQ and Invesco NASDAQ 100 ETF (QQQM) could be compelling solutions due to their legacy of innovation and growth fueled by robust research and development spending. They provide investors access to a diverse group of companies with exposure to disruptive technologies, typically with high profit margins and strong fundamentals. Over the past 10 years, NASDAQ-100 companies have seen higher revenue, earnings, and dividend growth than S&P 500 companies.
Allocating to QQQ/QQQM could be an ideal strategy for investors seeking new avenues for growth. As of June 30, 2025, asset owners allocated approximately $2.6 billion1 to these funds for tactical alpha2 generation as well as a long-term, strategic holding. As of September 30, 2025, the NASDAQ-100 outperformed the S&P 500 on a year-to-date, 3-year, 5-year, and 10-year basis.
|
YTD |
3 Years Annualized |
5 Years Annualized |
10 Years Annualized |
|---|---|---|---|---|
NASDAQ 100 Index |
18.10% |
32.07% |
17.58% |
20.55% |
S&P 500 Index |
14.83% |
24.91% |
16.46% |
15.29% |
Difference |
3.27% |
7.16% |
1.12% |
5.26% |
See the full list of standardized performance across each fund.
Explore how our ETF capabilities can help enhance institutional portfolios and our team to learn how QQQ and QQQM can support investor needs.
Equal weighting helps reduce market concentration, but asset owners need a vehicle with ample liquidity for large allocations. The Invesco S&P 500 Equal Weight ETF (RSP) demonstrates the efficiency of ETFs in meeting their needs.
Cryptocurrencies are regularly in the news, but many investors don’t own them. Here are some things to keep in mind when considering an allocation.
A government pension plan sought to establish a new private credit portfolio following a large cash distribution. After exploring public market proxies with a high correlation to private credit, they allocated to the Invesco Senior Loan ETF (BKLN).
Want to learn more? Submit a form to get in touch with one of our Institutional ETF specialists.
Important Information
NA4868220
Image: Marco Bottigelli / Getty
There are risks involved with investing in ETFs, including possible loss of money. Shares are not actively managed and are subject to risks similar to those of stocks, including those regarding short selling and margin maintenance requirements. Ordinary brokerage commissions apply. The Fund's return may not match the return of the Underlying Index. The Fund is subject to certain other risks. Please see the current prospectus for more information regarding the risk associated with an investment in the Fund.
Shares are not individually redeemable and owners of the Shares may acquire those Shares from the Funds and tender those shares for redemption to the Fund in Creation Unit aggregations only, typically consisting of 10,000, 20,000, 25,000, 50,000, 75,000, 80,000, 100,000, 150,000 or 200,000 Shares.
Investments focused in a particular sector, such as technology, are subject to greater risk, and are more greatly impacted by market volatility, than more diversified investments.
The risks of investing in securities of foreign issuers can include fluctuations in foreign currencies, political and economic instability, and foreign taxation issues.
The Fund is non-diversified and may experience greater volatility than a more diversified investment.
This link takes you to a site not affiliated with Invesco. The site is for informational purposes only. Invesco does not guarantee nor take any responsibility for any of the content.
