PSCC vs QQQ

PSCC vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: QQQ

Side-by-Side Comparison

MetricPSCCQQQWinner
Expense Ratio0.29%0.18%
AUM$44M$496.3B
Dividend Yield1.63%0.44%
Holdings28108
YTD Return+21.68%+17.30%
1Y Return+9.53%+24.93%
3Y Return (annualized)+3.34%+26.19%
5Y Return (annualized)+4.07%+15.34%
Volatility (annualized)16.0%30.6%
Max Drawdown-35.4%-83.0%
Fund FamilyInvesco (US)Invesco (US)
CategoryEquityEquity
InceptionApr 7, 2010Mar 10, 1999

PSCC vs QQQ Performance

Invesco S&P SmallCap Consumer Staples ETF (PSCC) is a ETF from Invesco (US) and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year PSCC returned +9.53% while QQQ returned +24.93%. Year to date, PSCC is up 21.68% versus a gain of 17.30% for QQQ.

Over three years, PSCC compounded at +3.34% per year against +26.19% for QQQ; over five years the annualized figures are +4.07% and +15.34% respectively. Across the full 16-year window we track, QQQ has the edge at +13.06% annualized vs +10.08%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 16.0% for PSCC. 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 -35.4% for PSCC 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 0.48. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

PSCC charges 0.29% per year while QQQ charges 0.18%. On a $10,000 position that is $29 vs $18 annually, a gap of $11 per year that compounds over a long holding period. On income, PSCC currently yields 1.63% against 0.44% for QQQ.

Holdings Overlap

0.0%overlap

PSCC and QQQ share 0 holdings out of 128 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, PSCC or QQQ?

PSCC has an expense ratio of 0.29% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $11 per year of difference.

Which performed better, PSCC or QQQ?

Over the past year PSCC returned +9.53% vs +24.93% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (16 years), PSCC annualized +10.08% vs +13.06% for QQQ. Past performance does not guarantee future results.

Which is riskier, PSCC or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 16.0% for PSCC. Worst drawdown: PSCC -35.4% vs QQQ -83.0%.

Should I hold both PSCC and QQQ?

PSCC and QQQ have a monthly-return correlation of 0.48, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between PSCC and QQQ?

PSCC and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 128 unique securities.

Which pays a higher dividend, PSCC or QQQ?

PSCC yields 1.63% while QQQ yields 0.44%, so PSCC currently pays the higher dividend yield.

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