AMUN vs QQQ

AMUN vs QQQ

Which is better, AMUN or QQQ?

Short Term Municipal Bond against Large Cap Growth.

QQQ has a lower expense ratio. QQQ led over 1Y.

Lower Fees: QQQHigher Returns (1Y): 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

MetricAMUNQQQ
Expense Ratio0.25%0.18%Best
AUM$55M$483.5B
Dividend Yield2.37%0.44%
Holdings64107
YTD Return+1.74%+21.71%Best
1Y Return+1.90%+25.89%Best
3Y Return (annualized)-+28.80%
5Y Return (annualized)-+15.67%
Fund FamilyAberdeenInvesco (US)
CategoryFixed IncomeEquity
StyleShort Term Municipal BondLarge Cap Growth
InceptionMar 17, 1986Mar 10, 1999

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

AMUN 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 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.

AMUN vs QQQ Performance

abrdn Ultra Short Municipal Income Active ETF (AMUN) is an ETF from Aberdeen and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year AMUN returned +1.90% while QQQ returned +25.89%. Year to date, AMUN is up 1.74% versus a gain of 21.71% for QQQ.

Past performance does not guarantee future results.

Fees and Cost Over Time

AMUN charges 0.25% per year while QQQ charges 0.18%. On a $10,000 position that is $25 vs $18 annually, a gap of $7 per year that compounds over a long holding period. On income, AMUN currently yields 2.37% against 0.44% for QQQ.

Holdings Overlap

We hold position weights for 16 holdings in AMUN and 102 in QQQ, totalling 24.5% and 99.9% 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 16 positions we hold weights for in AMUN and 102 in QQQ, against full books of 64 and 107.

You are not choosing between two funds in isolation.

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

AMUNQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, AMUN or QQQ?

AMUN has an expense ratio of 0.25% while QQQ charges 0.18%. QQQ is the cheaper option, by $7 a year on a $10,000 investment.

Which performed better, AMUN or QQQ?

Over the past year AMUN returned +1.90% vs +25.89% for QQQ, so QQQ leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which pays a higher dividend, AMUN or QQQ?

AMUN yields 2.37% while QQQ yields 0.44%, so AMUN currently pays the higher dividend yield.

Is QQQ better than AMUN?

QQQ has a lower expense ratio. QQQ led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.