QIG vs QQQ

QIG vs QQQ
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Quick Verdict

QQQ delivered stronger 1-year returns. QIG offers more diversification with 488 holdings.

Lower Fees: TiedHigher Returns: QQQMore Diversified: QIG

Side-by-Side Comparison

MetricQIGQQQWinner
Expense Ratio0.18%0.18%
AUM$18M$496.3B
Dividend Yield4.99%0.44%
Holdings488108
YTD Return-3.07%+19.52%
1Y Return-1.29%+26.68%
3Y Return (annualized)+4.30%+26.64%
5Y Return (annualized)-0.90%+15.36%
Volatility (annualized)7.0%30.6%
Max Drawdown-27.9%-83.0%
Fund FamilyWisdomTree InvestmentsInvesco (US)
CategoryFixed IncomeEquity
InceptionApr 27, 2016Mar 10, 1999

QIG vs QQQ Performance

WisdomTree US Corporate Bond Fund (QIG) is a ETF from WisdomTree Investments and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year QIG returned -1.29% while QQQ returned +26.68%. Year to date, QIG is down 3.07% versus a gain of 19.52% for QQQ.

Over three years, QIG compounded at +4.30% per year against +26.64% for QQQ; over five years the annualized figures are -0.90% and +15.36% respectively. Across the full 10-year window we track, QQQ has the edge at +13.14% annualized vs +2.00%. 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 7.0% for QIG. 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 -27.9% for QIG 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 0.57. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

QIG charges 0.18% per year while QQQ charges 0.18%. On a $10,000 position that is $18 vs $18 annually. On income, QIG currently yields 4.99% against 0.44% for QQQ.

Holdings Overlap

0.0%overlap

QIG 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, QIG or QQQ?

QIG has an expense ratio of 0.18% while QQQ charges 0.18%. They cost the same. On a $10,000 investment, that is $0 per year of difference.

Which performed better, QIG or QQQ?

Over the past year QIG returned -1.29% vs +26.68% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (10 years), QIG annualized +2.00% vs +13.14% for QQQ. Past performance does not guarantee future results.

Which is riskier, QIG or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 7.0% for QIG. Worst drawdown: QIG -27.9% vs QQQ -83.0%.

Should I hold both QIG and QQQ?

QIG and QQQ have a monthly-return correlation of 0.57, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QIG and QQQ?

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

Which pays a higher dividend, QIG or QQQ?

QIG yields 4.99% while QQQ yields 0.44%, so QIG currently pays the higher dividend yield.

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