QQQ vs QSIG

Quick Verdict

QQQ delivered stronger 1-year returns. QQQ offers more diversification with 103 holdings.

Lower Fees: TiedHigher Returns: QQQMore Diversified: QQQ

Side-by-Side Comparison

MetricQQQQSIGWinner
Expense Ratio0.18%0.18%
AUM$455.8B$53M
Dividend Yield0.41%4.47%
Holdings108625
YTD Return+19.68%-1.36%
1Y Return+26.75%+0.16%
3Y Return (annualized)+26.25%+4.49%
5Y Return (annualized)+15.39%+1.71%
Volatility (annualized)30.6%2.8%
Max Drawdown-83.0%-23.5%
Fund FamilyInvesco (US)WisdomTree Investments
CategoryEquityFixed Income
InceptionMar 10, 1999Apr 27, 2016

QQQ vs QSIG Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and WisdomTree US Short-Term Corporate Bond Fund (QSIG) is a ETF from WisdomTree Investments. Over the past year QQQ returned +26.75% while QSIG returned +0.16%. Year to date, QQQ is up 19.68% versus a loss of 1.36% for QSIG.

Over three years, QQQ compounded at +26.25% per year against +4.49% for QSIG; over five years the annualized figures are +15.39% and +1.71% respectively. Across the full 10-year window we track, QQQ has the edge at +13.15% annualized vs +2.15%. 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 2.8% for QSIG. 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 -83.0% for QQQ and -23.5% for QSIG. 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 0.50. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

QQQ charges 0.18% per year while QSIG charges 0.18%. On a $10,000 position that is $18 vs $18 annually. On income, QQQ currently yields 0.41% against 4.47% for QSIG.

Holdings Overlap

0.0%overlap

QQQ and QSIG share 0 holdings out of 112 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, QQQ or QSIG?

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

Which performed better, QQQ or QSIG?

Over the past year QQQ returned +26.75% vs +0.16% for QSIG, so QQQ leads on 1-year performance. Over the longest common window we track (10 years), QQQ annualized +13.15% vs +2.15% for QSIG. Past performance does not guarantee future results.

Which is riskier, QQQ or QSIG?

QQQ has been the more volatile fund at 30.6% annualized versus 2.8% for QSIG. Worst drawdown: QQQ -83.0% vs QSIG -23.5%.

Should I hold both QQQ and QSIG?

QQQ and QSIG have a monthly-return correlation of 0.50, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and QSIG?

QQQ and QSIG share 0 common holdings with a 0.0% weight overlap. Combined, they hold 112 unique securities.

Which pays a higher dividend, QQQ or QSIG?

QQQ yields 0.41% while QSIG yields 4.47%, so QSIG currently pays the higher dividend yield.

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