CFIT vs QQQ
Cambria Fixed Income Trend ETF vs Invesco QQQ Trust, Series 1
Which is better, CFIT or QQQ?
Intermediate Term Bond against Large Cap Growth.
QQQ has a lower expense ratio. QQQ led over 1Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | CFIT | QQQ |
|---|---|---|
| Expense Ratio | 0.64% | 0.18%Best |
| AUM | $45M | $506.1B |
| Dividend Yield | 3.06% | 0.42% |
| Holdings | 14 | 321 |
| YTD Return | -1.31% | +19.30%Best |
| 1Y Return | -1.26% | +22.47%Best |
| 3Y Return (annualized) | - | +26.18% |
| 5Y Return (annualized) | - | +15.42% |
| Volatility (annualized) | 6.7%Best | 18.8% |
| Max Drawdown | -5.5%Best | -12.6% |
| $10,000 over 1.5 years | $10,264 | $15,442Best |
| Fund Family | Cambria Investment Management | Invesco (US) |
| Category | Fixed Income | Equity |
| Style | Intermediate Term Bond | Large Cap Growth |
| Inception | Mar 28, 2025 | Mar 10, 1999 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.5 years row, are measured over the window both funds cover: Mar 28, 2025 to Oct 14, 2026 (1.5 years).
CFIT vs QQQ growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.5 years both funds cover.
CFIT vs QQQ Performance
Cambria Fixed Income Trend ETF (CFIT) is an ETF from Cambria Investment Management and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year CFIT returned -1.26% while QQQ returned +22.47%. Year to date, CFIT is down 1.31% versus a gain of 19.30% for QQQ.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 18.8% compared with 6.7% for CFIT. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -5.5% for CFIT and -12.6% for QQQ. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.66. They move together some of the time, and apart the rest.
Fees and Cost Over Time
CFIT charges 0.64% per year while QQQ charges 0.18%. On a $10,000 position that is $64 vs $18 annually, a gap of $46 per year that compounds over a long holding period. On income, CFIT currently yields 3.06% against 0.42% for QQQ.
Holdings Overlap
We hold position weights for 4 holdings in CFIT and 101 in QQQ, totalling 99.7% and 99.6% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 4 positions we hold weights for in CFIT and 101 in QQQ, against full books of 14 and 321.
You are not choosing between two funds in isolation.
Whichever of CFIT and QQQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, CFIT or QQQ?
CFIT has an expense ratio of 0.64% while QQQ charges 0.18%. QQQ is the cheaper option, by $46 a year on a $10,000 investment.
Which performed better, CFIT or QQQ?
Over the past year CFIT returned -1.26% vs +22.47% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), CFIT annualized +1.75% vs +33.60% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CFIT or QQQ?
QQQ has been the more volatile fund at 18.8% annualized versus 6.7% for CFIT. Worst drawdown: CFIT -5.5% vs QQQ -12.6%.
Should I hold both CFIT and QQQ?
CFIT and QQQ have a monthly-return correlation of 0.66, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, CFIT or QQQ?
CFIT yields 3.06% while QQQ yields 0.42%, so CFIT currently pays the higher dividend yield.
Is QQQ better than CFIT?
QQQ has a lower expense ratio. QQQ led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.