QQQ vs SJCP
Invesco QQQ Trust, Series 1 vs SanJac Alpha Core Plus Bond ETF
Which is better, QQQ or SJCP?
Large Cap Growth against Investment Grade Bond.
QQQ has a lower expense ratio. QQQ led over 1Y and the full window.
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
| Metric | QQQ | SJCP |
|---|---|---|
| Expense Ratio | 0.18%Best | 0.65% |
| AUM | $498.6B | $7M |
| Dividend Yield | 0.42% | 3.78% |
| Holdings | 321 | 48 |
| YTD Return | +24.32%Best | +0.60% |
| 1Y Return | +25.59%Best | +1.91% |
| 3Y Return (annualized) | +28.30% | - |
| 5Y Return (annualized) | +16.83% | - |
| Volatility (annualized) | 18.2% | 2.2%Best |
| Max Drawdown | -22.8% | -2.0%Best |
| $10,000 over 2.1 years | $16,879Best | $10,865 |
| Fund Family | Invesco (US) | SanJac Alpha |
| Category | Equity | Fixed Income |
| Style | Large Cap Growth | Investment Grade Bond |
| Inception | Mar 10, 1999 | Sep 9, 2024 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.1 years row, are measured over the window both funds cover: Sep 10, 2024 to Oct 6, 2026 (2.1 years).
QQQ vs SJCP 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 covers the 2.1 years both funds cover.
QQQ vs SJCP Performance
Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and SanJac Alpha Core Plus Bond ETF (SJCP) is an ETF from SanJac Alpha. Over the past year QQQ returned +25.59% while SJCP returned +1.91%. Year to date, QQQ is up 24.32% versus a gain of 0.60% for SJCP.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 18.2% compared with 2.2% for SJCP. 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 -22.8% for QQQ and -2.0% for SJCP. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.15. They move largely independently of each other.
Fees and Cost Over Time
QQQ charges 0.18% per year while SJCP charges 0.65%. On a $10,000 position that is $18 vs $65 annually, a gap of $47 per year that compounds over a long holding period. On income, QQQ currently yields 0.42% against 3.78% for SJCP.
Holdings Overlap
We hold position weights for 102 holdings in QQQ and 15 in SJCP, totalling 99.9% and 71.0% 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 15 in SJCP, against full books of 321 and 48.
You are not choosing between two funds in isolation.
Whichever of QQQ and SJCP you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, QQQ or SJCP?
QQQ has an expense ratio of 0.18% while SJCP charges 0.65%. QQQ is the cheaper option, by $47 a year on a $10,000 investment.
Which performed better, QQQ or SJCP?
Over the past year QQQ returned +25.59% vs +1.91% for SJCP, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), QQQ annualized +28.31% vs +4.03% for SJCP. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, QQQ or SJCP?
QQQ has been the more volatile fund at 18.2% annualized versus 2.2% for SJCP. Worst drawdown: QQQ -22.8% vs SJCP -2.0%.
Should I hold both QQQ and SJCP?
QQQ and SJCP have a monthly-return correlation of 0.15, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, QQQ or SJCP?
QQQ yields 0.42% while SJCP yields 3.78%, so SJCP currently pays the higher dividend yield.
Is SJCP better than QQQ?
QQQ has a lower expense ratio. QQQ led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.