HCRB vs QQQ
Hartford Core Bond ETF vs Invesco QQQ Trust, Series 1
Which is better, HCRB or QQQ?
QQQ has been ahead.
QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window.
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
| Metric | HCRB | QQQ |
|---|---|---|
| Expense Ratio | 0.29% | 0.18%Best |
| AUM | $408M | $483.5B |
| Dividend Yield | 4.08% | 0.44% |
| Holdings | 787 | 107 |
| YTD Return | -4.01% | +15.94%Best |
| 1Y Return | -4.15% | +20.44%Best |
| 3Y Return (annualized) | +3.26% | +24.86%Best |
| 5Y Return (annualized) | -1.20% | +14.26%Best |
| Volatility (annualized) | 6.2%Best | 21.0% |
| Max Drawdown | -19.9%Best | -35.1% |
| $10,000 over 5 years | $9,414 | $19,475Best |
| Fund Family | Hartford Funds | Invesco (US) |
| Category | Fixed Income | Equity |
| Style | - | Large Cap Growth |
| Inception | Feb 19, 2020 | Mar 10, 1999 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Feb 20, 2020 to Sep 14, 2026 (6.6 years).
HCRB 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
HCRB vs QQQ Performance
Hartford Core Bond ETF (HCRB) is an ETF from Hartford Funds and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year HCRB returned -4.15% while QQQ returned +20.44%. Year to date, HCRB is down 4.01% versus a gain of 15.94% for QQQ.
Over three years, HCRB compounded at +3.26% per year against +24.86% for QQQ; over five years the annualized figures are -1.20% and +14.26% respectively. Across the full 7-year window we track, QQQ has the edge at +18.92% annualized vs +0.01%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 21.0% compared with 6.2% for HCRB. 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 -19.9% for HCRB 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 0.61. They move together some of the time, and apart the rest.
Fees and Cost Over Time
HCRB charges 0.29% per year while QQQ charges 0.18%. On a $10,000 position that is $29 vs $18 annually, a gap of $11 per year that compounds over a long holding period. On income, HCRB currently yields 4.08% against 0.44% for QQQ.
Holdings Overlap
At least 0.2% of QQQ's money is in holdings HCRB also owns.
Stated as a floor: for HCRB, our book for it covers 75.2% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
We cannot see either book well enough to say how much of this pair is duplicated.
1 positions in common, counted across the 498 positions we hold weights for in HCRB and 102 in QQQ, against full books of 787 and 107.
Top Shared Holdings
| Stock | Weight in HCRB | Weight in QQQ | Difference |
|---|---|---|---|
| KDPKeurig Dr Pepper Inc (kdp Us) | 0.01% | 0.18% | 0.17% |
You are not choosing between two funds in isolation.
Whichever of HCRB and QQQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, HCRB or QQQ?
HCRB has an expense ratio of 0.29% while QQQ charges 0.18%. QQQ is the cheaper option, by $11 a year on a $10,000 investment.
Which performed better, HCRB or QQQ?
Over the past year HCRB returned -4.15% vs +20.44% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (7 years), HCRB annualized +0.01% vs +18.92% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, HCRB or QQQ?
QQQ has been the more volatile fund at 21.0% annualized versus 6.2% for HCRB. Worst drawdown: HCRB -19.9% vs QQQ -35.1%.
Should I hold both HCRB and QQQ?
HCRB and QQQ have a monthly-return correlation of 0.61, 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, HCRB or QQQ?
HCRB yields 4.08% while QQQ yields 0.44%, so HCRB currently pays the higher dividend yield.
Is QQQ better than HCRB?
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.