LDRC vs QQQ
iShares iBonds 1-5 Year Corporate Ladder ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
LDRC has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 103 holdings.
Side-by-Side Comparison
| Metric | LDRC | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.10% | 0.18% | |
| AUM | $87M | $455.8B | |
| Dividend Yield | 4.21% | 0.41% | |
| Holdings | 7 | 108 | |
| YTD Return | +1.13% | +19.68% | |
| 1Y Return | +3.09% | +26.75% | |
| 3Y Return (annualized) | - | +26.25% | |
| 5Y Return (annualized) | - | +15.39% | |
| Volatility (annualized) | 1.2% | 30.6% | |
| Max Drawdown | -1.0% | -83.0% | |
| Fund Family | iShares by BlackRock (US) | Invesco (US) | |
| Category | Fixed Income | Equity | |
| Inception | Nov 7, 2024 | Mar 10, 1999 |
LDRC vs QQQ Performance
iShares iBonds 1-5 Year Corporate Ladder ETF (LDRC) is a ETF from iShares by BlackRock (US) and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year LDRC returned +3.09% while QQQ returned +26.75%. Year to date, LDRC is up 1.13% versus a gain of 19.68% for QQQ.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 1.2% for LDRC. 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 -1.0% for LDRC 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 0.17. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
LDRC charges 0.10% per year while QQQ charges 0.18%. On a $10,000 position that is $10 vs $18 annually, a gap of $8 per year that compounds over a long holding period. On income, LDRC currently yields 4.21% against 0.41% for QQQ.
Holdings Overlap
LDRC and QQQ share 0 holdings out of 109 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, LDRC or QQQ?
LDRC has an expense ratio of 0.10% while QQQ charges 0.18%. LDRC is the cheaper option. On a $10,000 investment, that is $8 per year of difference.
Which performed better, LDRC or QQQ?
Over the past year LDRC returned +3.09% vs +26.75% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), LDRC annualized +4.36% vs +13.15% for QQQ. Past performance does not guarantee future results.
Which is riskier, LDRC or QQQ?
QQQ has been the more volatile fund at 30.6% annualized versus 1.2% for LDRC. Worst drawdown: LDRC -1.0% vs QQQ -83.0%.
Should I hold both LDRC and QQQ?
LDRC and QQQ have a monthly-return correlation of 0.17, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between LDRC and QQQ?
LDRC and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 109 unique securities.
Which pays a higher dividend, LDRC or QQQ?
LDRC yields 4.21% while QQQ yields 0.41%, so LDRC currently pays the higher dividend yield.
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