JSCP vs QQQ
JPMorgan Short Duration Core Plus ETF vs Invesco QQQ Trust, Series 1
Which is better, JSCP or QQQ?
Short Term Bond against Large Cap Growth.
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 | JSCP | QQQ |
|---|---|---|
| Expense Ratio | 0.33% | 0.18%Best |
| AUM | $1.8B | $483.5B |
| Dividend Yield | 4.45% | 0.44% |
| Holdings | 1,270 | 107 |
| YTD Return | +0.43% | +16.87%Best |
| 1Y Return | +1.67% | +22.98%Best |
| 3Y Return (annualized) | +5.41% | +24.98%Best |
| 5Y Return (annualized) | +2.32% | +14.39%Best |
| Volatility (annualized) | 3.0%Best | 20.4% |
| Max Drawdown | -8.9%Best | -35.1% |
| $10,000 over 5 years | $11,215 | $19,586Best |
| Fund Family | J.P. Morgan Asset Management | Invesco (US) |
| Category | Fixed Income | Equity |
| Style | Short Term Bond | Large Cap Growth |
| Inception | Mar 1, 2021 | Mar 10, 1999 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Mar 2, 2021 to Sep 11, 2026 (5.5 years).
JSCP 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 5.5 years both funds cover.
JSCP vs QQQ Performance
JPMorgan Short Duration Core Plus ETF (JSCP) is an ETF from J.P. Morgan Asset Management and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year JSCP returned +1.67% while QQQ returned +22.98%. Year to date, JSCP is up 0.43% versus a gain of 16.87% for QQQ.
Over three years, JSCP compounded at +5.41% per year against +24.98% for QQQ; over five years the annualized figures are +2.32% and +14.39% respectively. Across the full 6-year window we track, QQQ has the edge at +16.44% annualized vs +2.24%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 20.4% compared with 3.0% for JSCP. 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 -8.9% for JSCP 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 0.53. They move together some of the time, and apart the rest.
Fees and Cost Over Time
JSCP charges 0.33% per year while QQQ charges 0.18%. On a $10,000 position that is $33 vs $18 annually, a gap of $15 per year that compounds over a long holding period. On income, JSCP currently yields 4.45% against 0.44% for QQQ.
Holdings Overlap
We hold position weights for 6 holdings in JSCP and 102 in QQQ, totalling 5.2% 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 6 positions we hold weights for in JSCP and 102 in QQQ, against full books of 1,270 and 107.
You are not choosing between two funds in isolation.
Whichever of JSCP 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, JSCP or QQQ?
JSCP has an expense ratio of 0.33% while QQQ charges 0.18%. QQQ is the cheaper option, by $15 a year on a $10,000 investment.
Which performed better, JSCP or QQQ?
Over the past year JSCP returned +1.67% vs +22.98% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (6 years), JSCP annualized +2.24% vs +16.44% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JSCP or QQQ?
QQQ has been the more volatile fund at 20.4% annualized versus 3.0% for JSCP. Worst drawdown: JSCP -8.9% vs QQQ -35.1%.
Should I hold both JSCP and QQQ?
JSCP and QQQ have a monthly-return correlation of 0.53, 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, JSCP or QQQ?
JSCP yields 4.45% while QQQ yields 0.44%, so JSCP currently pays the higher dividend yield.
Is QQQ better than JSCP?
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.