PSCX vs QQQ

Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 103 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: QQQ

Side-by-Side Comparison

MetricPSCXQQQWinner
Expense Ratio0.49%0.18%
AUM$46M$455.8B
Dividend Yield0.00%0.41%
Holdings5108
YTD Return+7.24%+18.31%
1Y Return+12.45%+25.37%
3Y Return (annualized)+12.54%+25.79%
5Y Return (annualized)+8.58%+15.20%
Volatility (annualized)6.4%30.6%
Max Drawdown-10.2%-83.0%
Fund FamilyPacer ETFsInvesco (US)
CategoryAllocation/BalancedEquity
InceptionDec 22, 2020Mar 10, 1999

PSCX vs QQQ Performance

Pacer Swan SOS Conservative (January) ETF (PSCX) is a ETF from Pacer ETFs and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year PSCX returned +12.45% while QQQ returned +25.37%. Year to date, PSCX is up 7.24% versus a gain of 18.31% for QQQ.

Over three years, PSCX compounded at +12.54% per year against +25.79% for QQQ; over five years the annualized figures are +8.58% and +15.20% respectively. Across the full 6-year window we track, QQQ has the edge at +13.10% annualized vs +8.89%. 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 6.4% for PSCX. 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 -10.2% for PSCX 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 0.85. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

PSCX charges 0.49% per year while QQQ charges 0.18%. On a $10,000 position that is $49 vs $18 annually, a gap of $31 per year that compounds over a long holding period. On income, PSCX currently yields 0.00% against 0.41% for QQQ.

Holdings Overlap

0.0%overlap

PSCX and QQQ share 0 holdings out of 104 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, PSCX or QQQ?

PSCX has an expense ratio of 0.49% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $31 per year of difference.

Which performed better, PSCX or QQQ?

Over the past year PSCX returned +12.45% vs +25.37% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (6 years), PSCX annualized +8.89% vs +13.10% for QQQ. Past performance does not guarantee future results.

Which is riskier, PSCX or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 6.4% for PSCX. Worst drawdown: PSCX -10.2% vs QQQ -83.0%.

Should I hold both PSCX and QQQ?

PSCX and QQQ have a monthly-return correlation of 0.85, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between PSCX and QQQ?

PSCX and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 104 unique securities.

Which pays a higher dividend, PSCX or QQQ?

PSCX yields 0.00% while QQQ yields 0.41%, so QQQ currently pays the higher dividend yield.

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