QQQ vs SLDR

QQQ vs SLDR

Which is better, QQQ or SLDR?

Large Cap Growth against Short Term Government Bond.

SLDR has a lower expense ratio. QQQ led over 1Y and the full window.

Lower Fees: SLDRHigher Returns: QQQ

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

MetricQQQSLDR
Expense Ratio0.18%0.12%Best
AUM$506.1B$38M
Dividend Yield0.42%3.67%
Holdings321178
YTD Return+19.30%Best+0.86%
1Y Return+22.47%Best+1.68%
3Y Return (annualized)+26.18%-
5Y Return (annualized)+15.42%-
Volatility (annualized)18.3%1.0%Best
Max Drawdown-22.8%-0.9%Best
$10,000 over 2.1 years$16,107Best$10,552
Fund FamilyInvesco (US)Global X by mirae Asset
CategoryEquityFixed Income
StyleLarge Cap GrowthShort Term Government Bond
InceptionMar 10, 1999Sep 9, 2024

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.1 years row, are measured over the window both funds cover: Sep 10, 2024 to Oct 14, 2026 (2.1 years).

QQQ vs SLDR 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 SLDR Performance

Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and Global X Short-Term Treasury Ladder ETF (SLDR) is an ETF from Global X by mirae Asset. Over the past year QQQ returned +22.47% while SLDR returned +1.68%. Year to date, QQQ is up 19.30% versus a gain of 0.86% for SLDR.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 18.3% compared with 1.0% for SLDR. 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 -22.8% for QQQ and -0.9% for SLDR. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.05. They move largely independently of each other.

Fees and Cost Over Time

QQQ charges 0.18% per year while SLDR charges 0.12%. On a $10,000 position that is $18 vs $12 annually, a gap of $6 per year that compounds over a long holding period. On income, QQQ currently yields 0.42% against 3.67% for SLDR.

You are not choosing between two funds in isolation.

Whichever of QQQ and SLDR you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

QQQSLDR

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Frequently Asked Questions

Which is cheaper, QQQ or SLDR?

QQQ has an expense ratio of 0.18% while SLDR charges 0.12%. SLDR is the cheaper option, by $6 a year on a $10,000 investment.

Which performed better, QQQ or SLDR?

Over the past year QQQ returned +22.47% vs +1.68% for SLDR, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), QQQ annualized +25.48% vs +2.59% for SLDR. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QQQ or SLDR?

QQQ has been the more volatile fund at 18.3% annualized versus 1.0% for SLDR. Worst drawdown: QQQ -22.8% vs SLDR -0.9%.

Should I hold both QQQ and SLDR?

QQQ and SLDR have a monthly-return correlation of 0.05, 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, QQQ or SLDR?

QQQ yields 0.42% while SLDR yields 3.67%, so SLDR currently pays the higher dividend yield.

Is SLDR better than QQQ?

SLDR 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.