QQQ vs SDCP
Invesco QQQ Trust, Series 1 vs Virtus Newfleet Short Duration Core Plus Bond ETF
Quick Verdict
QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 103 holdings.
Side-by-Side Comparison
| Metric | QQQ | SDCP | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.35% | |
| AUM | $455.8B | $13M | |
| Dividend Yield | 0.41% | 5.23% | |
| Holdings | 108 | 305 | |
| YTD Return | +17.85% | +1.59% | |
| 1Y Return | +26.45% | +3.48% | |
| 3Y Return (annualized) | +26.07% | - | |
| 5Y Return (annualized) | +15.16% | - | |
| Volatility (annualized) | 30.6% | 1.6% | |
| Max Drawdown | -83.0% | -0.8% | |
| Fund Family | Invesco (US) | Virtus Investment Partners | |
| Category | Equity | Fixed Income | |
| Inception | Mar 10, 1999 | Nov 15, 2023 |
QQQ vs SDCP Performance
Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Virtus Newfleet Short Duration Core Plus Bond ETF (SDCP) is a ETF from Virtus Investment Partners. Over the past year QQQ returned +26.45% while SDCP returned +3.48%. Year to date, QQQ is up 17.85% versus a gain of 1.59% for SDCP.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 1.6% for SDCP. 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 -0.8% for SDCP. 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 0.31. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
QQQ charges 0.18% per year while SDCP charges 0.35%. On a $10,000 position that is $18 vs $35 annually, a gap of $17 per year that compounds over a long holding period. On income, QQQ currently yields 0.41% against 5.23% for SDCP.
Holdings Overlap
QQQ and SDCP share 0 holdings out of 107 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 SDCP?
QQQ has an expense ratio of 0.18% while SDCP charges 0.35%. QQQ is the cheaper option. On a $10,000 investment, that is $17 per year of difference.
Which performed better, QQQ or SDCP?
Over the past year QQQ returned +26.45% vs +3.48% for SDCP, so QQQ leads on 1-year performance. Over the longest common window we track (3 years), QQQ annualized +13.09% vs +5.48% for SDCP. Past performance does not guarantee future results.
Which is riskier, QQQ or SDCP?
QQQ has been the more volatile fund at 30.6% annualized versus 1.6% for SDCP. Worst drawdown: QQQ -83.0% vs SDCP -0.8%.
Should I hold both QQQ and SDCP?
QQQ and SDCP have a monthly-return correlation of 0.31, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between QQQ and SDCP?
QQQ and SDCP share 0 common holdings with a 0.0% weight overlap. Combined, they hold 107 unique securities.
Which pays a higher dividend, QQQ or SDCP?
QQQ yields 0.41% while SDCP yields 5.23%, so SDCP currently pays the higher dividend yield.
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