CORO vs QQQ

CORO vs QQQ

Which is better, CORO or QQQ?

Large Cap Blend against Large Cap Growth.

QQQ has a lower expense ratio. CORO led over 1Y and the full window. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 77.1%.

Lower Fees: QQQHigher Returns: COROLess Concentrated: 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

MetricCOROQQQ
Expense Ratio0.55%0.18%Best
AUM$8.3B$483.5B
Dividend Yield2.74%0.44%
Holdings33107
YTD Return+17.05%+17.95%Best
1Y Return+25.11%Best+21.77%
3Y Return (annualized)-+25.63%
5Y Return (annualized)-+15.24%
Volatility (annualized)11.9%Best19.5%
Max Drawdown-14.1%Best-22.8%
$10,000 over 1.8 years$15,678Best$13,945
Top 10 Weight77.1%46.5%Best
Fund FamilyiShares by BlackRock (US)Invesco (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Growth
InceptionDec 3, 2024Mar 10, 1999

Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Dec 4, 2024 to Sep 18, 2026 (1.8 years).

CORO 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 1.8 years both funds cover.

CORO vs QQQ Performance

iShares International Country Rotation Active ETF (CORO) is an ETF from iShares by BlackRock (US) and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year CORO returned +25.11% while QQQ returned +21.77%. Year to date, CORO is up 17.05% 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 19.5% compared with 11.9% for CORO. 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 -14.1% for CORO 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 0.66. They move together some of the time, and apart the rest.

Fees and Cost Over Time

CORO charges 0.55% per year while QQQ charges 0.18%. On a $10,000 position that is $55 vs $18 annually, a gap of $37 per year that compounds over a long holding period. On income, CORO currently yields 2.74% against 0.44% for QQQ.

Holdings Overlap

CORO already in QQQ0.9%
QQQ already in CORO0.7%

0.9% of CORO's money is in holdings QQQ also owns. 0.7% of QQQ's money is in holdings CORO also owns.

We cannot see either book well enough to say how much of this pair is duplicated.

1 positions in common, counted across the 28 positions we hold weights for in CORO and 102 in QQQ, against full books of 33 and 107.

What only one of them owns

Our book lists 96 positions for QQQ that do not appear in our book for CORO (97.5% of the fund), and 26 for CORO that do not appear in QQQ (95.0%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in COROWeight in QQQDifference
ASL:ASAsml Holding Nv Unsponsored Adr Ordinary Shares0.88%0.68%0.20%

You are not choosing between two funds in isolation.

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

COROQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CORO or QQQ?

CORO has an expense ratio of 0.55% while QQQ charges 0.18%. QQQ is the cheaper option, by $37 a year on a $10,000 investment.

Which performed better, CORO or QQQ?

Over the past year CORO returned +25.11% vs +21.77% for QQQ, so CORO leads on 1-year performance. Over the longest common window we track (2 years), CORO annualized +28.38% vs +20.29% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, CORO or QQQ?

QQQ has been the more volatile fund at 19.5% annualized versus 11.9% for CORO. Worst drawdown: CORO -14.1% vs QQQ -22.8%.

Should I hold both CORO and QQQ?

CORO and QQQ have a monthly-return correlation of 0.66, 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, CORO or QQQ?

CORO yields 2.74% while QQQ yields 0.44%, so CORO currently pays the higher dividend yield.

Is QQQ better than CORO?

QQQ has a lower expense ratio. CORO led over 1Y and the full window. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 77.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.