MLPD vs QQQ

Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 103 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: QQQ

Side-by-Side Comparison

MetricMLPDQQQWinner
Expense Ratio0.60%0.18%
AUM$29M$455.8B
Dividend Yield13.51%0.41%
Holdings4108
YTD Return+6.61%+18.31%
1Y Return+13.67%+25.37%
3Y Return (annualized)-+25.79%
5Y Return (annualized)-+15.20%
Volatility (annualized)6.7%30.6%
Max Drawdown-13.8%-83.0%
Fund FamilyGlobal X by mirae AssetInvesco (US)
CategoryEquityEquity
InceptionMay 7, 2024Mar 10, 1999

MLPD vs QQQ Performance

Global X MLP & Energy Infrastructure Covered Call ETF (MLPD) is a ETF from Global X by mirae Asset and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year MLPD returned +13.67% while QQQ returned +25.37%. Year to date, MLPD is up 6.61% versus a gain of 18.31% for QQQ.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 6.7% for MLPD. 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 -13.8% for MLPD 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 -0.10. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

MLPD charges 0.60% per year while QQQ charges 0.18%. On a $10,000 position that is $60 vs $18 annually, a gap of $42 per year that compounds over a long holding period. On income, MLPD currently yields 13.51% against 0.41% for QQQ.

Holdings Overlap

0.0%overlap

MLPD and QQQ share 0 holdings out of 104 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, MLPD or QQQ?

MLPD has an expense ratio of 0.60% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $42 per year of difference.

Which performed better, MLPD or QQQ?

Over the past year MLPD returned +13.67% vs +25.37% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), MLPD annualized +12.31% vs +13.10% for QQQ. Past performance does not guarantee future results.

Which is riskier, MLPD or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 6.7% for MLPD. Worst drawdown: MLPD -13.8% vs QQQ -83.0%.

Should I hold both MLPD and QQQ?

MLPD and QQQ have a monthly-return correlation of -0.10, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between MLPD and QQQ?

MLPD and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 104 unique securities.

Which pays a higher dividend, MLPD or QQQ?

MLPD yields 13.51% while QQQ yields 0.41%, so MLPD currently pays the higher dividend yield.

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