GTOQ vs QQQ

GTOQ vs QQQ

Which is better, GTOQ or QQQ?

High Yield Bond against Large Cap Growth.

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window.

Lower Fees: QQQHigher Returns: 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

MetricGTOQQQQ
Expense Ratio0.39%0.18%Best
AUM$181M$483.5B
Dividend Yield6.92%0.44%
Holdings489107
YTD Return+2.20%+17.21%Best
1Y Return+3.42%+22.10%Best
3Y Return (annualized)+8.15%+25.27%Best
5Y Return (annualized)+3.65%+14.60%Best
Volatility (annualized)6.7%Best19.9%
Max Drawdown-15.7%Best-35.1%
$10,000 over 5 years$11,963$19,766Best
Fund FamilyInvesco (US)Invesco (US)
CategoryFixed IncomeEquity
StyleHigh Yield BondLarge Cap Growth
InceptionDec 2, 2020Mar 10, 1999

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Dec 3, 2020 to Sep 17, 2026 (5.8 years).

GTOQ 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 5.8 years both funds cover.

GTOQ vs QQQ Performance

Invesco High Yield Systematic Bond ETF (GTOQ) is an ETF from Invesco (US) and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year GTOQ returned +3.42% while QQQ returned +22.10%. Year to date, GTOQ is up 2.20% versus a gain of 17.21% for QQQ.

Over three years, GTOQ compounded at +8.15% per year against +25.27% for QQQ; over five years the annualized figures are +3.65% and +14.60% respectively. Across the full 6-year window we track, QQQ has the edge at +16.61% annualized vs +4.08%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 19.9% compared with 6.7% for GTOQ. 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 -15.7% for GTOQ and -35.1% 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 0.74. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

GTOQ charges 0.39% per year while QQQ charges 0.18%. On a $10,000 position that is $39 vs $18 annually, a gap of $21 per year that compounds over a long holding period. On income, GTOQ currently yields 6.92% against 0.44% for QQQ.

Holdings Overlap

We hold position weights for 385 holdings in GTOQ and 102 in QQQ, totalling 80.9% 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 385 positions we hold weights for in GTOQ and 102 in QQQ, against full books of 489 and 107.

You are not choosing between two funds in isolation.

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

GTOQQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, GTOQ or QQQ?

GTOQ has an expense ratio of 0.39% while QQQ charges 0.18%. QQQ is the cheaper option, by $21 a year on a $10,000 investment.

Which performed better, GTOQ or QQQ?

Over the past year GTOQ returned +3.42% vs +22.10% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (6 years), GTOQ annualized +4.08% vs +16.61% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, GTOQ or QQQ?

QQQ has been the more volatile fund at 19.9% annualized versus 6.7% for GTOQ. Worst drawdown: GTOQ -15.7% vs QQQ -35.1%.

Should I hold both GTOQ and QQQ?

GTOQ and QQQ have a monthly-return correlation of 0.74, 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, GTOQ or QQQ?

GTOQ yields 6.92% while QQQ yields 0.44%, so GTOQ currently pays the higher dividend yield.

Is QQQ better than GTOQ?

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.