AUSM vs QQQ

AUSM vs QQQ

Which is better, AUSM or QQQ?

Municipal Bond against Large Cap Growth.

QQQ led over 1Y and the full window.

Lower Fees: TiedHigher 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

MetricAUSMQQQ
Expense Ratio0.18%Tie0.18%Tie
AUM$33M$483.5B
Dividend Yield2.76%0.44%
Holdings95107
YTD Return+1.35%+17.95%Best
1Y Return+1.95%+21.77%Best
3Y Return (annualized)-+25.63%
5Y Return (annualized)-+15.24%
Volatility (annualized)0.8%Best20.4%
Max Drawdown-0.4%Best-12.0%
$10,000 over 1.2 years$10,300$13,136Best
Fund FamilyAllspring Global InvestmentsInvesco (US)
CategoryTax PreferredEquity
StyleMunicipal BondLarge Cap Growth
InceptionJul 8, 2025Mar 10, 1999

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.2 years row, are measured over the window both funds cover: Jul 8, 2025 to Sep 18, 2026 (1.2 years).

AUSM 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.

AUSM vs QQQ Performance

Allspring Ultra Short Municipal ETF (AUSM) is an ETF from Allspring Global Investments and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year AUSM returned +1.95% while QQQ returned +21.77%. Year to date, AUSM is up 1.35% versus a gain of 17.95% 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 20.4% compared with 0.8% for AUSM. 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 -0.4% for AUSM and -12.0% 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 0.23. They move largely independently of each other.

Fees and Cost Over Time

AUSM charges 0.18% per year while QQQ charges 0.18%. On a $10,000 position that is $18 vs $18 annually. On income, AUSM currently yields 2.76% against 0.44% for QQQ.

Holdings Overlap

We hold position weights for 10 holdings in AUSM and 102 in QQQ, totalling 11.3% 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 10 positions we hold weights for in AUSM and 102 in QQQ, against full books of 95 and 107.

You are not choosing between two funds in isolation.

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

AUSMQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, AUSM or QQQ?

AUSM has an expense ratio of 0.18% while QQQ charges 0.18%. At the precision these are quoted to, they cost the same.

Which performed better, AUSM or QQQ?

Over the past year AUSM returned +1.95% vs +21.77% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (1 years), AUSM annualized +2.49% vs +25.52% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, AUSM or QQQ?

QQQ has been the more volatile fund at 20.4% annualized versus 0.8% for AUSM. Worst drawdown: AUSM -0.4% vs QQQ -12.0%.

Should I hold both AUSM and QQQ?

AUSM and QQQ have a monthly-return correlation of 0.23, 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, AUSM or QQQ?

AUSM yields 2.76% while QQQ yields 0.44%, so AUSM currently pays the higher dividend yield.

Is QQQ better than AUSM?

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.