QHY vs QQQ

QHY vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QHY offers more diversification with 506 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: QHY

Side-by-Side Comparison

MetricQHYQQQWinner
Expense Ratio0.38%0.18%
AUM$243M$496.3B
Dividend Yield6.28%0.44%
Holdings506108
YTD Return-1.29%+16.64%
1Y Return+1.45%+27.27%
3Y Return (annualized)+6.77%+25.96%
5Y Return (annualized)+2.31%+14.54%
Volatility (annualized)7.8%30.6%
Max Drawdown-42.4%-83.0%
Fund FamilyWisdomTree InvestmentsInvesco (US)
CategoryFixed IncomeEquity
InceptionApr 27, 2016Mar 10, 1999

QHY vs QQQ Performance

WisdomTree US High Yield Corporate Bond Fund (QHY) is a ETF from WisdomTree Investments and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year QHY returned +1.45% while QQQ returned +27.27%. Year to date, QHY is down 1.29% versus a gain of 16.64% for QQQ.

Over three years, QHY compounded at +6.77% per year against +25.96% for QQQ; over five years the annualized figures are +2.31% and +14.54% respectively. Across the full 10-year window we track, QQQ has the edge at +13.03% annualized vs +4.56%. 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 7.8% for QHY. 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 -42.4% for QHY 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 0.69. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

QHY charges 0.38% per year while QQQ charges 0.18%. On a $10,000 position that is $38 vs $18 annually, a gap of $20 per year that compounds over a long holding period. On income, QHY currently yields 6.28% against 0.44% for QQQ.

Holdings Overlap

0.0%overlap

QHY 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, QHY or QQQ?

QHY has an expense ratio of 0.38% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $20 per year of difference.

Which performed better, QHY or QQQ?

Over the past year QHY returned +1.45% vs +27.27% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (10 years), QHY annualized +4.56% vs +13.03% for QQQ. Past performance does not guarantee future results.

Which is riskier, QHY or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 7.8% for QHY. Worst drawdown: QHY -42.4% vs QQQ -83.0%.

Should I hold both QHY and QQQ?

QHY and QQQ have a monthly-return correlation of 0.69, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QHY and QQQ?

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

Which pays a higher dividend, QHY or QQQ?

QHY yields 6.28% while QQQ yields 0.44%, so QHY currently pays the higher dividend yield.

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