QQQ vs SHPP
Invesco QQQ Trust, Series 1 vs Pacer Industrials and Logistics ETF
Quick Verdict
QQQ has a lower expense ratio. SHPP delivered stronger 1-year returns. SHPP offers more diversification with 115 holdings.
Side-by-Side Comparison
| Metric | QQQ | SHPP | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.60% | |
| AUM | $455.8B | $2M | |
| Dividend Yield | 0.41% | 1.74% | |
| Holdings | 108 | 105 | |
| YTD Return | +18.31% | +19.93% | |
| 1Y Return | +25.37% | +26.55% | |
| 3Y Return (annualized) | +25.79% | +12.17% | |
| 5Y Return (annualized) | +15.20% | - | |
| Volatility (annualized) | 30.6% | 18.1% | |
| Max Drawdown | -83.0% | -21.6% | |
| Fund Family | Invesco (US) | Pacer ETFs | |
| Category | Equity | Equity | |
| Inception | Mar 10, 1999 | Jun 8, 2022 |
QQQ vs SHPP Performance
Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Pacer Industrials and Logistics ETF (SHPP) is a ETF from Pacer ETFs. Over the past year QQQ returned +25.37% while SHPP returned +26.55%. Year to date, QQQ is up 18.31% versus a gain of 19.93% for SHPP.
Over three years, QQQ compounded at +25.79% per year against +12.17% for SHPP. Across the full 4-year window we track, QQQ has the edge at +13.10% annualized vs +11.72%. 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 18.1% for SHPP. 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 -21.6% for SHPP. 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 0.74. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
QQQ charges 0.18% per year while SHPP charges 0.60%. On a $10,000 position that is $18 vs $60 annually, a gap of $42 per year that compounds over a long holding period. On income, QQQ currently yields 0.41% against 1.74% for SHPP.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, QQQ or SHPP?
QQQ has an expense ratio of 0.18% while SHPP charges 0.60%. QQQ is the cheaper option. On a $10,000 investment, that is $42 per year of difference.
Which performed better, QQQ or SHPP?
Over the past year QQQ returned +25.37% vs +26.55% for SHPP, so SHPP leads on 1-year performance. Over the longest common window we track (4 years), QQQ annualized +13.10% vs +11.72% for SHPP. Past performance does not guarantee future results.
Which is riskier, QQQ or SHPP?
QQQ has been the more volatile fund at 30.6% annualized versus 18.1% for SHPP. Worst drawdown: QQQ -83.0% vs SHPP -21.6%.
Should I hold both QQQ and SHPP?
QQQ and SHPP have a monthly-return correlation of 0.74, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between QQQ and SHPP?
QQQ and SHPP share 2 common holdings with a 0.6% weight overlap. Combined, they hold 216 unique securities.
Which pays a higher dividend, QQQ or SHPP?
QQQ yields 0.41% while SHPP yields 1.74%, so SHPP currently pays the higher dividend yield.
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