QQQ vs SDUR

QQQ vs SDUR
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Quick Verdict

QQQ has a lower expense ratio. QQQ offers more diversification with 107 holdings.

Lower Fees: QQQHigher Returns: TiedMore Diversified: QQQ

Side-by-Side Comparison

MetricQQQSDURWinner
Expense Ratio0.18%0.39%
AUM$486.1B$12M
Dividend Yield0.44%0.00%
Holdings10719
YTD Return+17.18%+0.18%
1Y Return+27.33%-
3Y Return (annualized)+24.55%-
5Y Return (annualized)+14.22%-
Volatility (annualized)30.6%-
Max Drawdown-83.0%-0.5%
Fund FamilyInvesco (US)Aristotle Funds
CategoryEquityFixed Income
InceptionMar 10, 1999Jul 29, 2026

QQQ vs SDUR Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Aristotle Short Term Income ETF (SDUR) is a ETF from Aristotle Funds. Year to date, QQQ is up 17.18% versus a gain of 0.18% for SDUR.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -83.0% for QQQ and -0.5% for SDUR. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

QQQ charges 0.18% per year while SDUR charges 0.39%. On a $10,000 position that is $18 vs $39 annually, a gap of $21 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 0.00% for SDUR.

Holdings Overlap

0.0%overlap

QQQ and SDUR share 0 holdings out of 121 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 SDUR?

QQQ has an expense ratio of 0.18% while SDUR charges 0.39%. QQQ is the cheaper option. On a $10,000 investment, that is $21 per year of difference.

What is the holdings overlap between QQQ and SDUR?

QQQ and SDUR share 0 common holdings with a 0.0% weight overlap. Combined, they hold 121 unique securities.

Which pays a higher dividend, QQQ or SDUR?

QQQ yields 0.44% while SDUR yields 0.00%, so QQQ currently pays the higher dividend yield.

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