MYCK vs QQQ

MYCK vs QQQ
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Quick Verdict

MYCK has a lower expense ratio. QQQ delivered stronger 1-year returns. MYCK offers more diversification with 148 holdings.

Lower Fees: MYCKHigher Returns: QQQMore Diversified: MYCK

Side-by-Side Comparison

MetricMYCKQQQWinner
Expense Ratio0.15%0.18%
AUM$26M$496.3B
Dividend Yield4.58%0.44%
Holdings148108
YTD Return+0.29%+16.64%
1Y Return+2.95%+27.27%
3Y Return (annualized)-+25.96%
5Y Return (annualized)-+14.54%
Volatility (annualized)3.4%30.6%
Max Drawdown-3.3%-83.0%
Fund FamilyState Street Investment ManagementInvesco (US)
CategoryFixed IncomeEquity
InceptionSep 23, 2024Mar 10, 1999

MYCK vs QQQ Performance

State Street My2031 Corporate Bond ETF (MYCK) 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 MYCK returned +2.95% while QQQ returned +27.27%. Year to date, MYCK is up 0.29% 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 3.4% for MYCK. 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 -3.3% for MYCK 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 0.25. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

MYCK 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, MYCK currently yields 4.58% against 0.44% for QQQ.

Holdings Overlap

0.0%overlap

MYCK and QQQ share 0 holdings out of 122 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, MYCK or QQQ?

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

Which performed better, MYCK or QQQ?

Over the past year MYCK returned +2.95% vs +27.27% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), MYCK annualized +3.52% vs +13.03% for QQQ. Past performance does not guarantee future results.

Which is riskier, MYCK or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 3.4% for MYCK. Worst drawdown: MYCK -3.3% vs QQQ -83.0%.

Should I hold both MYCK and QQQ?

MYCK and QQQ have a monthly-return correlation of 0.25, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between MYCK and QQQ?

MYCK and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 122 unique securities.

Which pays a higher dividend, MYCK or QQQ?

MYCK yields 4.58% while QQQ yields 0.44%, so MYCK currently pays the higher dividend yield.

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