QQQ vs SHRD
Invesco QQQ Trust, Series 1 vs Arimathea Catholic Core Bond ETF
Which is better, QQQ or SHRD?
Large Cap Growth against Investment Grade Bond.
QQQ has a lower expense ratio.
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 | QQQ | SHRD |
|---|---|---|
| Expense Ratio | 0.18%Best | 0.52% |
| AUM | $506.1B | $14M |
| Dividend Yield | 0.42% | 1.11% |
| Holdings | 321 | 101 |
| YTD Return | +19.30%Best | -3.11% |
| 1Y Return | +22.47% | - |
| 3Y Return (annualized) | +26.18% | - |
| 5Y Return (annualized) | +15.42% | - |
| Fund Family | Invesco (US) | Faith Investor Services |
| Category | Equity | Fixed Income |
| Style | Large Cap Growth | Investment Grade Bond |
| Inception | Mar 10, 1999 | Jun 12, 2026 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
QQQ vs SHRD 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
QQQ vs SHRD Performance
Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and Arimathea Catholic Core Bond ETF (SHRD) is an ETF from Faith Investor Services. Year to date, QQQ is up 19.30% versus a loss of 3.11% for SHRD.
Past performance does not guarantee future results.
Fees and Cost Over Time
QQQ charges 0.18% per year while SHRD charges 0.52%. On a $10,000 position that is $18 vs $52 annually, a gap of $34 per year that compounds over a long holding period. On income, QQQ currently yields 0.42% against 1.11% for SHRD.
Holdings Overlap
At least 0.7% of QQQ's money is in holdings SHRD also owns.
Stated as a floor: for SHRD, our book for it covers 64.2% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
We cannot see either book well enough to say how much of this pair is duplicated.
1 positions in common, counted across the 101 positions we hold weights for in QQQ and 87 in SHRD, against full books of 321 and 101.
Top Shared Holdings
| Stock | Weight in QQQ | Weight in SHRD | Difference |
|---|---|---|---|
| TMUST-Mobile Usa, Inc. 3.875% 15-Apr-2030 | 0.73% | 0.38% | 0.35% |
You are not choosing between two funds in isolation.
Whichever of QQQ and SHRD 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, QQQ or SHRD?
QQQ has an expense ratio of 0.18% while SHRD charges 0.52%. QQQ is the cheaper option, by $34 a year on a $10,000 investment.
Which pays a higher dividend, QQQ or SHRD?
QQQ yields 0.42% while SHRD yields 1.11%, so SHRD currently pays the higher dividend yield.
Is SHRD better than QQQ?
QQQ has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.