QQQ vs SHRD

QQQ vs SHRD

Which is better, QQQ or SHRD?

Large Cap Growth against Investment Grade Bond.

QQQ has a lower expense ratio.

Lower Fees: QQQ

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricQQQSHRD
Expense Ratio0.18%Best0.52%
AUM$483.5B$13M
Dividend Yield0.44%0.77%
Holdings107100
YTD Return+15.94%Best-2.10%
1Y Return+20.44%-
3Y Return (annualized)+24.86%-
5Y Return (annualized)+14.26%-
Fund FamilyInvesco (US)Faith Investor Services
CategoryEquityFixed Income
StyleLarge Cap GrowthInvestment Grade Bond
InceptionMar 10, 1999Jun 12, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

QQQ vs SHRD growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

QQQ vs SHRD Performance

Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and Arimathea Catholic Core Bond ETF (SHRD) is an ETF from Faith Investor Services. Year to date, QQQ is up 15.94% versus a loss of 2.10% for SHRD.

Past performance does not guarantee future results.

Fees and Cost Over Time

QQQ charges 0.18% per year while SHRD charges 0.52%. On a $10,000 position that is $18 vs $52 annually, a gap of $34 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 0.77% for SHRD.

Holdings Overlap

We hold position weights for 102 holdings in QQQ and 83 in SHRD, totalling 99.9% and 67.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 102 positions we hold weights for in QQQ and 83 in SHRD, against full books of 107 and 100.

You are not choosing between two funds in isolation.

Whichever of QQQ and SHRD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

QQQSHRD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QQQ or SHRD?

QQQ has an expense ratio of 0.18% while SHRD charges 0.52%. QQQ is the cheaper option, by $34 a year on a $10,000 investment.

Which pays a higher dividend, QQQ or SHRD?

QQQ yields 0.44% while SHRD yields 0.77%, so SHRD currently pays the higher dividend yield.

Is SHRD better than QQQ?

QQQ has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.