CLOO vs QQQ

CLOO vs QQQ

Which is better, CLOO or QQQ?

Investment Grade Bond against Large Cap Growth.

QQQ has a lower expense ratio.

Lower Fees: 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

MetricCLOOQQQ
Expense Ratio0.25%0.18%Best
AUM-$483.5B
Dividend Yield1.39%0.44%
Holdings121107
YTD Return+1.99%+16.87%Best
1Y Return-+22.98%
3Y Return (annualized)-+24.98%
5Y Return (annualized)-+14.39%
Fund FamilyNew York Life InvestmentsInvesco (US)
CategoryFixed IncomeEquity
StyleInvestment Grade BondLarge Cap Growth
InceptionMay 6, 2026Mar 10, 1999

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

CLOO 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.

CLOO vs QQQ Performance

NYLIM Investment Grade CLO ETF (CLOO) is an ETF from New York Life Investments and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Year to date, CLOO is up 1.99% versus a gain of 16.87% for QQQ.

Past performance does not guarantee future results.

Fees and Cost Over Time

CLOO 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, CLOO currently yields 1.39% against 0.44% for QQQ.

Holdings Overlap

We hold position weights for 5 holdings in CLOO and 102 in QQQ, totalling 4.7% 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 5 positions we hold weights for in CLOO and 102 in QQQ, against full books of 121 and 107.

You are not choosing between two funds in isolation.

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

CLOOQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CLOO or QQQ?

CLOO 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 pays a higher dividend, CLOO or QQQ?

CLOO yields 1.39% while QQQ yields 0.44%, so CLOO currently pays the higher dividend yield.

Is QQQ better than CLOO?

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