FCOR vs QQQ

Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 103 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: QQQ

Side-by-Side Comparison

MetricFCORQQQWinner
Expense Ratio0.36%0.18%
AUM$353M$455.8B
Dividend Yield4.98%0.41%
Holdings537108
YTD Return-0.59%+17.85%
1Y Return+1.89%+26.45%
3Y Return (annualized)+5.55%+26.07%
5Y Return (annualized)+0.15%+15.16%
Volatility (annualized)6.9%30.6%
Max Drawdown-22.6%-83.0%
Fund FamilyFidelity Investments (US)Invesco (US)
CategoryFixed IncomeEquity
InceptionOct 6, 2014Mar 10, 1999

FCOR vs QQQ Performance

Fidelity Corporate Bond ETF (FCOR) is a ETF from Fidelity Investments (US) and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year FCOR returned +1.89% while QQQ returned +26.45%. Year to date, FCOR is down 0.59% versus a gain of 17.85% for QQQ.

Over three years, FCOR compounded at +5.55% per year against +26.07% for QQQ; over five years the annualized figures are +0.15% and +15.16% respectively. Across the full 12-year window we track, QQQ has the edge at +13.09% annualized vs +1.05%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 6.9% for FCOR. 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 -22.6% for FCOR and -83.0% for QQQ. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.57. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FCOR 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, FCOR currently yields 4.98% against 0.41% for QQQ.

Holdings Overlap

0.0%overlap

FCOR and QQQ share 0 holdings out of 107 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, FCOR or QQQ?

FCOR has an expense ratio of 0.36% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $18 per year of difference.

Which performed better, FCOR or QQQ?

Over the past year FCOR returned +1.89% vs +26.45% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (12 years), FCOR annualized +1.05% vs +13.09% for QQQ. Past performance does not guarantee future results.

Which is riskier, FCOR or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 6.9% for FCOR. Worst drawdown: FCOR -22.6% vs QQQ -83.0%.

Should I hold both FCOR and QQQ?

FCOR and QQQ have a monthly-return correlation of 0.57, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FCOR and QQQ?

FCOR and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 107 unique securities.

Which pays a higher dividend, FCOR or QQQ?

FCOR yields 4.98% while QQQ yields 0.41%, so FCOR currently pays the higher dividend yield.

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