KDRN vs QQQ
Kingsbarn Tactical Bond ETF vs Invesco QQQ Trust, Series 1
Which is better, KDRN or QQQ?
Long Term Low Quality against Large Cap Growth.
QQQ has a lower expense ratio. QQQ led over 1Y, 3Y 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 | KDRN | QQQ |
|---|---|---|
| Expense Ratio | 0.62% | 0.18%Best |
| AUM | $1M | $506.1B |
| Dividend Yield | 3.75% | 0.42% |
| Holdings | 15 | 321 |
| YTD Return | -0.70% | +19.30%Best |
| 1Y Return | -1.41% | +22.47%Best |
| 3Y Return (annualized) | +3.94% | +26.18%Best |
| 5Y Return (annualized) | - | +15.42% |
| Volatility (annualized) | 7.0%Best | 21.1% |
| Max Drawdown | -15.3%Best | -35.1% |
| $10,000 over 4.8 years | $10,193 | $19,235Best |
| Top 10 Weight | - | 46.7% |
| Fund Family | Kingsbarn Capital Management | Invesco (US) |
| Category | Fixed Income | Equity |
| Style | Long Term Low Quality | Large Cap Growth |
| Inception | Dec 19, 2021 | Mar 10, 1999 |
Volatility and max drawdown, and the $10,000 over 4.8 years row, are measured over the window both funds cover: Dec 21, 2021 to Oct 14, 2026 (4.8 years).
KDRN 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 4.8 years both funds cover.
KDRN vs QQQ Performance
Kingsbarn Tactical Bond ETF (KDRN) is an ETF from Kingsbarn Capital Management and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year KDRN returned -1.41% while QQQ returned +22.47%. Year to date, KDRN is down 0.70% versus a gain of 19.30% for QQQ.
Over three years, KDRN compounded at +3.94% per year against +26.18% 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 21.1% compared with 7.0% for KDRN. 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 -15.3% for KDRN 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
KDRN charges 0.62% per year while QQQ charges 0.18%. On a $10,000 position that is $62 vs $18 annually, a gap of $44 per year that compounds over a long holding period. On income, KDRN currently yields 3.75% against 0.42% for QQQ.
Holdings Overlap
We hold position weights for 7 holdings in KDRN and 101 in QQQ, totalling 95.2% 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 7 positions we hold weights for in KDRN and 101 in QQQ, against full books of 15 and 321.
What only one of them owns
Our book lists 93 positions for QQQ that do not appear in our book for KDRN (96.3% of the fund), and 7 for KDRN that do not appear in QQQ (95.2%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of KDRN 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, KDRN or QQQ?
KDRN has an expense ratio of 0.62% while QQQ charges 0.18%. QQQ is the cheaper option, by $44 a year on a $10,000 investment.
Which performed better, KDRN or QQQ?
Over the past year KDRN returned -1.41% 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, KDRN or QQQ?
QQQ has been the more volatile fund at 21.1% annualized versus 7.0% for KDRN. Worst drawdown: KDRN -15.3% vs QQQ -35.1%.
Should I hold both KDRN and QQQ?
KDRN 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, KDRN or QQQ?
KDRN yields 3.75% while QQQ yields 0.42%, so KDRN currently pays the higher dividend yield.
Is QQQ better than KDRN?
QQQ has a lower expense ratio. QQQ led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.