MYCN vs QQQ

MYCN vs QQQ
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Quick Verdict

MYCN has a lower expense ratio. QQQ delivered stronger 1-year returns. MYCN offers more diversification with 117 holdings.

Lower Fees: MYCNHigher Returns: QQQMore Diversified: MYCN

Side-by-Side Comparison

MetricMYCNQQQWinner
Expense Ratio0.15%0.18%
AUM$8M$496.3B
Dividend Yield5.07%0.44%
Holdings117108
YTD Return-0.40%+16.64%
1Y Return+2.90%+27.27%
3Y Return (annualized)-+25.96%
5Y Return (annualized)-+14.54%
Volatility (annualized)4.4%30.6%
Max Drawdown-4.6%-83.0%
Fund FamilyState Street Investment ManagementInvesco (US)
CategoryFixed IncomeEquity
InceptionSep 23, 2024Mar 10, 1999

MYCN vs QQQ Performance

State Street My2034 Corporate Bond ETF (MYCN) 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 MYCN returned +2.90% while QQQ returned +27.27%. Year to date, MYCN is down 0.40% 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 4.4% for MYCN. 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 MYCN 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 0.33. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

MYCN 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, MYCN currently yields 5.07% against 0.44% for QQQ.

Holdings Overlap

0.0%overlap

MYCN and QQQ share 0 holdings out of 103 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, MYCN or QQQ?

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

Which performed better, MYCN or QQQ?

Over the past year MYCN returned +2.90% vs +27.27% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), MYCN annualized +2.80% vs +13.03% for QQQ. Past performance does not guarantee future results.

Which is riskier, MYCN or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 4.4% for MYCN. Worst drawdown: MYCN -4.6% vs QQQ -83.0%.

Should I hold both MYCN and QQQ?

MYCN and QQQ have a monthly-return correlation of 0.33, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between MYCN and QQQ?

MYCN and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 103 unique securities.

Which pays a higher dividend, MYCN or QQQ?

MYCN yields 5.07% while QQQ yields 0.44%, so MYCN currently pays the higher dividend yield.

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