LVLN vs QQQ

LVLN vs QQQ

Which is better, LVLN or QQQ?

Bank Loan against Large Cap Growth.

QQQ has a lower expense ratio.

Lower Fees: 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

MetricLVLNQQQ
Expense Ratio0.40%0.18%Best
AUM$49M$483.5B
Dividend Yield4.85%0.44%
Holdings187107
YTD Return+4.05%+17.95%Best
1Y Return-+21.77%
3Y Return (annualized)-+25.63%
5Y Return (annualized)-+15.24%
Fund FamilySPDR State Street Global AdvisorsInvesco (US)
CategoryFixed IncomeEquity
StyleBank LoanLarge Cap Growth
InceptionNov 17, 2025Mar 10, 1999

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

LVLN 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.

LVLN vs QQQ Performance

State Street SPDR S&P Leveraged Loan ETF (LVLN) is an ETF from SPDR State Street Global Advisors and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Year to date, LVLN is up 4.05% versus a gain of 17.95% for QQQ.

Past performance does not guarantee future results.

Fees and Cost Over Time

LVLN charges 0.40% per year while QQQ charges 0.18%. On a $10,000 position that is $40 vs $18 annually, a gap of $22 per year that compounds over a long holding period. On income, LVLN currently yields 4.85% against 0.44% for QQQ.

Holdings Overlap

We hold position weights for 6 holdings in LVLN and 102 in QQQ, totalling 1.3% 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 LVLN and 102 in QQQ, against full books of 187 and 107.

You are not choosing between two funds in isolation.

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

LVLNQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, LVLN or QQQ?

LVLN has an expense ratio of 0.40% while QQQ charges 0.18%. QQQ is the cheaper option, by $22 a year on a $10,000 investment.

Which pays a higher dividend, LVLN or QQQ?

LVLN yields 4.85% while QQQ yields 0.44%, so LVLN currently pays the higher dividend yield.

Is QQQ better than LVLN?

QQQ has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.