MGNR vs QQQ

MGNR vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. MGNR delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.

Lower Fees: QQQHigher Returns: MGNRMore Diversified: QQQ

Side-by-Side Comparison

MetricMGNRQQQWinner
Expense Ratio0.75%0.18%
AUM$198M$496.3B
Dividend Yield0.84%0.44%
Holdings45108
YTD Return+24.98%+16.64%
1Y Return+61.38%+27.27%
3Y Return (annualized)-+25.96%
5Y Return (annualized)-+14.54%
Volatility (annualized)22.4%30.6%
Max Drawdown-22.1%-83.0%
Fund FamilyAmerican Beacon FundsInvesco (US)
CategoryEquityEquity
InceptionFeb 5, 2024Mar 10, 1999

MGNR vs QQQ Performance

American Beacon GLG Natural Resources ETF (MGNR) is a ETF from American Beacon Funds and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year MGNR returned +61.38% while QQQ returned +27.27%. Year to date, MGNR is up 24.98% versus a gain of 16.64% for QQQ.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 22.4% for MGNR. 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 -22.1% for MGNR 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 0.24. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

MGNR charges 0.75% per year while QQQ charges 0.18%. On a $10,000 position that is $75 vs $18 annually, a gap of $57 per year that compounds over a long holding period. On income, MGNR currently yields 0.84% against 0.44% for QQQ.

Holdings Overlap

0.2%overlap

MGNR and QQQ share 1 holdings out of 143 unique holdings combined, representing a 0.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in MGNRWeight in QQQDifference
FANG2.33%0.23%2.10%

Frequently Asked Questions

Which is cheaper, MGNR or QQQ?

MGNR has an expense ratio of 0.75% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $57 per year of difference.

Which performed better, MGNR or QQQ?

Over the past year MGNR returned +61.38% vs +27.27% for QQQ, so MGNR leads on 1-year performance. Over the longest common window we track (3 years), MGNR annualized +39.87% vs +13.03% for QQQ. Past performance does not guarantee future results.

Which is riskier, MGNR or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 22.4% for MGNR. Worst drawdown: MGNR -22.1% vs QQQ -83.0%.

Should I hold both MGNR and QQQ?

MGNR and QQQ have a monthly-return correlation of 0.24, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between MGNR and QQQ?

MGNR and QQQ share 1 common holdings with a 0.2% weight overlap. Combined, they hold 143 unique securities.

Which pays a higher dividend, MGNR or QQQ?

MGNR yields 0.84% while QQQ yields 0.44%, so MGNR currently pays the higher dividend yield.

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