FSYD vs QQQ

FSYD vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. FSYD offers more diversification with 411 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: FSYD

Side-by-Side Comparison

MetricFSYDQQQWinner
Expense Ratio0.55%0.18%
AUM$145M$496.3B
Dividend Yield6.99%0.44%
Holdings411108
YTD Return+3.65%+16.23%
1Y Return+7.76%+26.23%
3Y Return (annualized)+9.48%+25.75%
5Y Return (annualized)-+14.78%
Volatility (annualized)7.9%30.6%
Max Drawdown-12.1%-83.0%
Fund FamilyFidelity Investments (US)Invesco (US)
CategoryFixed IncomeEquity
InceptionFeb 15, 2022Mar 10, 1999

FSYD vs QQQ Performance

Fidelity Sustainable High Yield ETF (FSYD) is a ETF from Fidelity Investments (US) and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year FSYD returned +7.76% while QQQ returned +26.23%. Year to date, FSYD is up 3.65% versus a gain of 16.23% for QQQ.

Over three years, FSYD compounded at +9.48% per year against +25.75% for QQQ. Across the full 5-year window we track, QQQ has the edge at +13.02% annualized vs +5.82%. 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 7.9% for FSYD. 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 -12.1% for FSYD 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 0.75. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FSYD 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, FSYD currently yields 6.99% against 0.44% for QQQ.

Holdings Overlap

0.0%overlap

FSYD and QQQ share 0 holdings out of 110 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, FSYD or QQQ?

FSYD has an expense ratio of 0.55% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $37 per year of difference.

Which performed better, FSYD or QQQ?

Over the past year FSYD returned +7.76% vs +26.23% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (5 years), FSYD annualized +5.82% vs +13.02% for QQQ. Past performance does not guarantee future results.

Which is riskier, FSYD or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 7.9% for FSYD. Worst drawdown: FSYD -12.1% vs QQQ -83.0%.

Should I hold both FSYD and QQQ?

FSYD and QQQ have a monthly-return correlation of 0.75, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FSYD and QQQ?

FSYD and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 110 unique securities.

Which pays a higher dividend, FSYD or QQQ?

FSYD yields 6.99% while QQQ yields 0.44%, so FSYD currently pays the higher dividend yield.

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