MUNC vs QQQ

MUNC vs QQQ

Which is better, MUNC or QQQ?

Long Term Municipal Bond against Large Cap Growth.

QQQ led over 1Y and the full window.

Lower Fees: TiedHigher 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

MetricMUNCQQQ
Expense Ratio0.18%Tie0.18%Tie
AUM$8M$483.5B
Dividend Yield3.10%0.44%
Holdings153107
YTD Return-2.41%+17.95%Best
1Y Return-1.14%+21.77%Best
3Y Return (annualized)-+25.63%
5Y Return (annualized)-+15.24%
Volatility (annualized)4.8%Best21.2%
Max Drawdown-4.6%Best-12.0%
$10,000 over 1.1 years$10,135$12,787Best
Fund FamilyNorthern Trust Asset ManagementInvesco (US)
CategoryFixed IncomeEquity
StyleLong Term Municipal BondLarge Cap Growth
InceptionFeb 28, 2025Mar 10, 1999

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.1 years row, are measured over the window both funds cover: Aug 19, 2025 to Sep 18, 2026 (1.1 years).

MUNC 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 1.1 years both funds cover.

MUNC vs QQQ Performance

Northern Trust 2045 Tax-Exempt Distributing Ladder ETF (MUNC) is an ETF from Northern Trust Asset Management and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year MUNC returned -1.14% while QQQ returned +21.77%. Year to date, MUNC is down 2.41% 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 21.2% compared with 4.8% for MUNC. 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 -4.6% for MUNC and -12.0% 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 0.54. They move together some of the time, and apart the rest.

Fees and Cost Over Time

MUNC charges 0.18% per year while QQQ charges 0.18%. On a $10,000 position that is $18 vs $18 annually. On income, MUNC currently yields 3.10% against 0.44% for QQQ.

Holdings Overlap

We hold position weights for 28 holdings in MUNC and 102 in QQQ, totalling 16.4% 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 28 positions we hold weights for in MUNC and 102 in QQQ, against full books of 153 and 107.

You are not choosing between two funds in isolation.

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

MUNCQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, MUNC or QQQ?

MUNC has an expense ratio of 0.18% while QQQ charges 0.18%. At the precision these are quoted to, they cost the same.

Which performed better, MUNC or QQQ?

Over the past year MUNC returned -1.14% vs +21.77% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (1 years), MUNC annualized +1.23% vs +25.04% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, MUNC or QQQ?

QQQ has been the more volatile fund at 21.2% annualized versus 4.8% for MUNC. Worst drawdown: MUNC -4.6% vs QQQ -12.0%.

Should I hold both MUNC and QQQ?

MUNC and QQQ have a monthly-return correlation of 0.54, 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, MUNC or QQQ?

MUNC yields 3.10% while QQQ yields 0.44%, so MUNC currently pays the higher dividend yield.

Is QQQ better than MUNC?

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.