HYSD vs QQQ

HYSD vs QQQ
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. HYSD offers more diversification with 294 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: HYSD

Side-by-Side Comparison

MetricHYSDQQQWinner
Expense Ratio0.44%0.18%
AUM$105M$496.3B
Dividend Yield5.86%0.44%
Holdings294108
YTD Return+2.15%+19.52%
1Y Return+4.77%+26.68%
3Y Return (annualized)-+26.64%
5Y Return (annualized)-+15.36%
Volatility (annualized)2.1%30.6%
Max Drawdown-2.7%-83.0%
Fund FamilyColumbia Threadneedle InvestmentsInvesco (US)
CategoryFixed IncomeEquity
InceptionSep 5, 2024Mar 10, 1999

HYSD vs QQQ Performance

Columbia Short Duration High Yield ETF (HYSD) is a ETF from Columbia Threadneedle Investments and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year HYSD returned +4.77% while QQQ returned +26.68%. Year to date, HYSD is up 2.15% versus a gain of 19.52% for QQQ.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 2.1% for HYSD. 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 -2.7% for HYSD 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 0.64. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

HYSD charges 0.44% per year while QQQ charges 0.18%. On a $10,000 position that is $44 vs $18 annually, a gap of $26 per year that compounds over a long holding period. On income, HYSD currently yields 5.86% against 0.44% for QQQ.

Holdings Overlap

0.0%overlap

HYSD and QQQ share 0 holdings out of 353 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, HYSD or QQQ?

HYSD has an expense ratio of 0.44% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $26 per year of difference.

Which performed better, HYSD or QQQ?

Over the past year HYSD returned +4.77% vs +26.68% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), HYSD annualized +5.32% vs +13.14% for QQQ. Past performance does not guarantee future results.

Which is riskier, HYSD or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 2.1% for HYSD. Worst drawdown: HYSD -2.7% vs QQQ -83.0%.

Should I hold both HYSD and QQQ?

HYSD and QQQ have a monthly-return correlation of 0.64, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between HYSD and QQQ?

HYSD and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 353 unique securities.

Which pays a higher dividend, HYSD or QQQ?

HYSD yields 5.86% while QQQ yields 0.44%, so HYSD currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free