APCB vs QQQ
ActivePassive Core Bond ETF vs Invesco QQQ Trust, Series 1
Which is better, APCB or QQQ?
QQQ has been ahead.
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 | APCB | QQQ |
|---|---|---|
| Expense Ratio | 0.36% | 0.18%Best |
| AUM | $1.0B | $483.5B |
| Dividend Yield | 4.40% | 0.44% |
| Holdings | 1,877 | 107 |
| YTD Return | -1.34% | +17.95%Best |
| 1Y Return | -0.48% | +21.77%Best |
| 3Y Return (annualized) | +3.57% | +25.63%Best |
| 5Y Return (annualized) | - | +15.24% |
| Volatility (annualized) | 5.1%Best | 17.1% |
| Max Drawdown | -6.4%Best | -22.8% |
| $10,000 over 3.4 years | $10,729 | $23,290Best |
| Fund Family | Envestnet Asset Management | Invesco (US) |
| Category | Fixed Income | Equity |
| Style | - | Large Cap Growth |
| Inception | May 3, 2023 | Mar 10, 1999 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.4 years row, are measured over the window both funds cover: May 3, 2023 to Sep 18, 2026 (3.4 years).
APCB 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 3.4 years both funds cover.
APCB vs QQQ Performance
ActivePassive Core Bond ETF (APCB) is an ETF from Envestnet Asset Management and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year APCB returned -0.48% while QQQ returned +21.77%. Year to date, APCB is down 1.34% versus a gain of 17.95% for QQQ.
Over three years, APCB compounded at +3.57% per year against +25.63% 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 17.1% compared with 5.1% for APCB. 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 -6.4% for APCB and -22.8% 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 0.42. They move together some of the time, and apart the rest.
Fees and Cost Over Time
APCB charges 0.36% per year while QQQ charges 0.18%. On a $10,000 position that is $36 vs $18 annually, a gap of $18 per year that compounds over a long holding period. On income, APCB currently yields 4.40% against 0.44% for QQQ.
Holdings Overlap
We hold position weights for 1,244 holdings in APCB and 102 in QQQ, totalling 76.6% 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 1,244 positions we hold weights for in APCB and 102 in QQQ, against full books of 1,877 and 107.
You are not choosing between two funds in isolation.
Whichever of APCB 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, APCB or QQQ?
APCB has an expense ratio of 0.36% while QQQ charges 0.18%. QQQ is the cheaper option, by $18 a year on a $10,000 investment.
Which performed better, APCB or QQQ?
Over the past year APCB returned -0.48% vs +21.77% 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, APCB or QQQ?
QQQ has been the more volatile fund at 17.1% annualized versus 5.1% for APCB. Worst drawdown: APCB -6.4% vs QQQ -22.8%.
Should I hold both APCB and QQQ?
APCB and QQQ have a monthly-return correlation of 0.42, 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, APCB or QQQ?
APCB yields 4.40% while QQQ yields 0.44%, so APCB currently pays the higher dividend yield.
Is QQQ better than APCB?
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.