FSIG vs QQQ
First Trust Limited Duration Investment Grade Corporate ETF vs Invesco QQQ Trust, Series 1
Which is better, FSIG or QQQ?
QQQ has been ahead.
QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y 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 | FSIG | QQQ |
|---|---|---|
| Expense Ratio | 0.44% | 0.18%Best |
| AUM | $1.5B | $506.1B |
| Dividend Yield | 4.94% | 0.42% |
| Holdings | 649 | 321 |
| YTD Return | -0.35% | +19.30%Best |
| 1Y Return | +0.16% | +22.47%Best |
| 3Y Return (annualized) | +4.87% | +26.18%Best |
| 5Y Return (annualized) | +2.35% | +15.42%Best |
| Volatility (annualized) | 3.3%Best | 20.9% |
| Max Drawdown | -6.9%Best | -35.1% |
| $10,000 over 5 years | $11,232 | $20,484Best |
| Fund Family | First Trust Portfolios (US) | Invesco (US) |
| Category | Fixed Income | Equity |
| Style | - | Large Cap Growth |
| Inception | Nov 17, 2021 | Mar 10, 1999 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Nov 18, 2021 to Oct 14, 2026 (4.9 years).
FSIG 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 4.9 years both funds cover.
FSIG vs QQQ Performance
First Trust Limited Duration Investment Grade Corporate ETF (FSIG) is an ETF from First Trust Portfolios (US) and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year FSIG returned +0.16% while QQQ returned +22.47%. Year to date, FSIG is down 0.35% versus a gain of 19.30% for QQQ.
Over three years, FSIG compounded at +4.87% per year against +26.18% for QQQ; over five years the annualized figures are +2.35% and +15.42% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 20.9% compared with 3.3% for FSIG. 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 -6.9% for FSIG and -35.1% 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 0.56. They move together some of the time, and apart the rest.
Fees and Cost Over Time
FSIG charges 0.44% per year while QQQ charges 0.18%. On a $10,000 position that is $44 vs $18 annually, a gap of $26 per year that compounds over a long holding period. On income, FSIG currently yields 4.94% against 0.42% for QQQ.
You are not choosing between two funds in isolation.
Whichever of FSIG 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, FSIG or QQQ?
FSIG has an expense ratio of 0.44% while QQQ charges 0.18%. QQQ is the cheaper option, by $26 a year on a $10,000 investment.
Which performed better, FSIG or QQQ?
Over the past year FSIG returned +0.16% vs +22.47% for QQQ, so QQQ leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, FSIG or QQQ?
QQQ has been the more volatile fund at 20.9% annualized versus 3.3% for FSIG. Worst drawdown: FSIG -6.9% vs QQQ -35.1%.
Should I hold both FSIG and QQQ?
FSIG and QQQ have a monthly-return correlation of 0.56, 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, FSIG or QQQ?
FSIG yields 4.94% while QQQ yields 0.42%, so FSIG currently pays the higher dividend yield.
Is QQQ better than FSIG?
QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.