MLDR vs QQQ

MLDR vs QQQ

Which is better, MLDR or QQQ?

QQQ has been ahead.

MLDR has a lower expense ratio. QQQ led over 1Y and the full window.

Lower Fees: MLDRHigher Returns: 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

MetricMLDRQQQ
Expense Ratio0.12%Best0.18%
AUM$9M$483.5B
Dividend Yield3.87%0.44%
Holdings70107
YTD Return-2.46%+17.95%Best
1Y Return-1.62%+21.77%Best
3Y Return (annualized)-+25.63%
5Y Return (annualized)-+15.24%
Volatility (annualized)3.9%Best18.5%
Max Drawdown-4.5%Best-22.8%
$10,000 over 2 years$10,052$15,821Best
Fund FamilyGlobal X by mirae AssetInvesco (US)
CategoryFixed IncomeEquity
Style-Large Cap Growth
InceptionSep 9, 2024Mar 10, 1999

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Sep 10, 2024 to Sep 18, 2026 (2 years).

MLDR 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 2 years both funds cover.

MLDR vs QQQ Performance

Global X Intermediate-Term Treasury Ladder ETF (MLDR) is an ETF from Global X by mirae Asset and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year MLDR returned -1.62% while QQQ returned +21.77%. Year to date, MLDR is down 2.46% versus a gain of 17.95% for QQQ.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 18.5% compared with 3.9% for MLDR. 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 -4.5% for MLDR and -22.8% 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 0.05. They move largely independently of each other.

Fees and Cost Over Time

MLDR charges 0.12% per year while QQQ charges 0.18%. On a $10,000 position that is $12 vs $18 annually, a gap of $6 per year that compounds over a long holding period. On income, MLDR currently yields 3.87% against 0.44% for QQQ.

You are not choosing between two funds in isolation.

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

MLDRQQQ

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Frequently Asked Questions

Which is cheaper, MLDR or QQQ?

MLDR has an expense ratio of 0.12% while QQQ charges 0.18%. MLDR is the cheaper option, by $6 a year on a $10,000 investment.

Which performed better, MLDR or QQQ?

Over the past year MLDR returned -1.62% vs +21.77% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), MLDR annualized +0.26% vs +25.78% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, MLDR or QQQ?

QQQ has been the more volatile fund at 18.5% annualized versus 3.9% for MLDR. Worst drawdown: MLDR -4.5% vs QQQ -22.8%.

Should I hold both MLDR and QQQ?

MLDR and QQQ have a monthly-return correlation of 0.05, 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, MLDR or QQQ?

MLDR yields 3.87% while QQQ yields 0.44%, so MLDR currently pays the higher dividend yield.

Is QQQ better than MLDR?

MLDR has a lower expense ratio. QQQ led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.