MYCF vs QQQ

MYCF vs QQQ
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Quick Verdict

MYCF has a lower expense ratio. QQQ delivered stronger 1-year returns. MYCF offers more diversification with 111 holdings.

Lower Fees: MYCFHigher Returns: QQQMore Diversified: MYCF

Side-by-Side Comparison

MetricMYCFQQQWinner
Expense Ratio0.15%0.18%
AUM$48M$496.3B
Dividend Yield4.37%0.44%
Holdings111108
YTD Return+2.54%+16.64%
1Y Return+4.34%+27.27%
3Y Return (annualized)-+25.96%
5Y Return (annualized)-+14.54%
Volatility (annualized)0.5%30.6%
Max Drawdown-0.6%-83.0%
Fund FamilyState Street Investment ManagementInvesco (US)
CategoryFixed IncomeEquity
InceptionSep 23, 2024Mar 10, 1999

MYCF vs QQQ Performance

State Street My2026 Corporate Bond ETF (MYCF) is a ETF from State Street Investment Management and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year MYCF returned +4.34% while QQQ returned +27.27%. Year to date, MYCF is up 2.54% 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 0.5% for MYCF. 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 -0.6% for MYCF 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 0.22. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

MYCF charges 0.15% per year while QQQ charges 0.18%. On a $10,000 position that is $15 vs $18 annually, a gap of $3 per year that compounds over a long holding period. On income, MYCF currently yields 4.37% against 0.44% for QQQ.

Holdings Overlap

0.0%overlap

MYCF and QQQ share 0 holdings out of 131 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, MYCF or QQQ?

MYCF has an expense ratio of 0.15% while QQQ charges 0.18%. MYCF is the cheaper option. On a $10,000 investment, that is $3 per year of difference.

Which performed better, MYCF or QQQ?

Over the past year MYCF returned +4.34% vs +27.27% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), MYCF annualized +4.60% vs +13.03% for QQQ. Past performance does not guarantee future results.

Which is riskier, MYCF or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 0.5% for MYCF. Worst drawdown: MYCF -0.6% vs QQQ -83.0%.

Should I hold both MYCF and QQQ?

MYCF and QQQ have a monthly-return correlation of 0.22, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between MYCF and QQQ?

MYCF and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 131 unique securities.

Which pays a higher dividend, MYCF or QQQ?

MYCF yields 4.37% while QQQ yields 0.44%, so MYCF currently pays the higher dividend yield.

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