FMUB vs QQQ

FMUB vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. FMUB offers more diversification with 554 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: FMUB

Side-by-Side Comparison

MetricFMUBQQQWinner
Expense Ratio0.30%0.18%
AUM$243M$496.3B
Dividend Yield3.55%0.44%
Holdings554108
YTD Return+1.17%+16.64%
1Y Return+5.22%+27.27%
3Y Return (annualized)-+25.96%
5Y Return (annualized)-+14.54%
Volatility (annualized)3.4%30.6%
Max Drawdown-2.5%-83.0%
Fund FamilyFidelity Investments (US)Invesco (US)
CategoryTax PreferredEquity
InceptionApr 7, 2025Mar 10, 1999

FMUB vs QQQ Performance

Fidelity Municipal Bond Opportunities ETF (FMUB) is a ETF from Fidelity Investments (US) and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year FMUB returned +5.22% while QQQ returned +27.27%. Year to date, FMUB is up 1.17% versus a gain of 16.64% for QQQ.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 3.4% for FMUB. 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 -2.5% for FMUB 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 0.51. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FMUB charges 0.30% per year while QQQ charges 0.18%. On a $10,000 position that is $30 vs $18 annually, a gap of $12 per year that compounds over a long holding period. On income, FMUB currently yields 3.55% against 0.44% for QQQ.

Holdings Overlap

0.0%overlap

FMUB and QQQ share 0 holdings out of 103 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, FMUB or QQQ?

FMUB has an expense ratio of 0.30% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $12 per year of difference.

Which performed better, FMUB or QQQ?

Over the past year FMUB returned +5.22% vs +27.27% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (1 years), FMUB annualized +6.23% vs +13.03% for QQQ. Past performance does not guarantee future results.

Which is riskier, FMUB or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 3.4% for FMUB. Worst drawdown: FMUB -2.5% vs QQQ -83.0%.

Should I hold both FMUB and QQQ?

FMUB and QQQ have a monthly-return correlation of 0.51, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FMUB and QQQ?

FMUB and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 103 unique securities.

Which pays a higher dividend, FMUB or QQQ?

FMUB yields 3.55% while QQQ yields 0.44%, so FMUB currently pays the higher dividend yield.

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