MILK vs QQQ

MILK vs QQQ
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Quick Verdict

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

Lower Fees: QQQHigher Returns: QQQMore Diversified: QQQ

Side-by-Side Comparison

MetricMILKQQQWinner
Expense Ratio0.49%0.18%
AUM$19M$496.3B
Dividend Yield7.08%0.44%
Holdings104108
YTD Return-1.51%+16.64%
1Y Return-0.71%+27.27%
3Y Return (annualized)-+25.96%
5Y Return (annualized)-+14.54%
Volatility (annualized)5.4%30.6%
Max Drawdown-6.2%-83.0%
Fund FamilyPacer ETFsInvesco (US)
CategoryFixed IncomeEquity
InceptionDec 17, 2024Mar 10, 1999

MILK vs QQQ Performance

Pacer US Cash Cows Bond ETF (MILK) is a ETF from Pacer ETFs and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year MILK returned -0.71% while QQQ returned +27.27%. Year to date, MILK is down 1.51% 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 5.4% for MILK. 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 -6.2% for MILK 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 0.52. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

MILK charges 0.49% per year while QQQ charges 0.18%. On a $10,000 position that is $49 vs $18 annually, a gap of $31 per year that compounds over a long holding period. On income, MILK currently yields 7.08% against 0.44% for QQQ.

Holdings Overlap

0.0%overlap

MILK and QQQ share 0 holdings out of 198 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, MILK or QQQ?

MILK has an expense ratio of 0.49% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $31 per year of difference.

Which performed better, MILK or QQQ?

Over the past year MILK returned -0.71% vs +27.27% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), MILK annualized +1.88% vs +13.03% for QQQ. Past performance does not guarantee future results.

Which is riskier, MILK or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 5.4% for MILK. Worst drawdown: MILK -6.2% vs QQQ -83.0%.

Should I hold both MILK and QQQ?

MILK and QQQ have a monthly-return correlation of 0.52, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between MILK and QQQ?

MILK and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 198 unique securities.

Which pays a higher dividend, MILK or QQQ?

MILK yields 7.08% while QQQ yields 0.44%, so MILK currently pays the higher dividend yield.

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