QQQ vs SKOR

QQQ vs SKOR

Which is better, QQQ or SKOR?

Large Cap Growth against Long Term Mid Quality.

SKOR has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window.

Lower Fees: SKORHigher Returns: 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

MetricQQQSKOR
Expense Ratio0.18%0.15%Best
AUM$483.5B$755M
Dividend Yield0.44%4.71%
Holdings1071,651
YTD Return+16.87%Best-0.67%
1Y Return+22.98%Best+0.37%
3Y Return (annualized)+24.98%Best+5.58%
5Y Return (annualized)+14.39%Best+1.38%
Volatility (annualized)18.6%4.5%Best
Max Drawdown-35.1%-16.0%Best
$10,000 over 5 years$19,586Best$10,709
Fund FamilyInvesco (US)Northern Trust Asset Management
CategoryEquityFixed Income
StyleLarge Cap GrowthLong Term Mid Quality
InceptionMar 10, 1999Nov 12, 2014

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Nov 14, 2014 to Sep 11, 2026 (11.8 years).

QQQ vs SKOR 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 SKOR Performance

Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and Northern Trust Credit-Scored US Corporate Bond ETF (SKOR) is an ETF from Northern Trust Asset Management. Over the past year QQQ returned +22.98% while SKOR returned +0.37%. Year to date, QQQ is up 16.87% versus a loss of 0.67% for SKOR.

Over three years, QQQ compounded at +24.98% per year against +5.58% for SKOR; over five years the annualized figures are +14.39% and +1.38% respectively. Across the full 12-year window we track, QQQ has the edge at +18.10% annualized vs +1.36%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 18.6% compared with 4.5% for SKOR. 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 -35.1% for QQQ and -16.0% for SKOR. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.48. They move together some of the time, and apart the rest.

Fees and Cost Over Time

QQQ charges 0.18% per year while SKOR charges 0.15%. On a $10,000 position that is $18 vs $15 annually, a gap of $3 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 4.71% for SKOR.

Holdings Overlap

QQQ already in SKOR0.2%

At least 0.2% of QQQ's money is in holdings SKOR also owns.

Stated as a floor: for SKOR, our book for it covers 85.0% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

1 positions in common, counted across the 102 positions we hold weights for in QQQ and 1,468 in SKOR, against full books of 107 and 1,651.

Top Shared Holdings

StockWeight in QQQWeight in SKORDifference
KDPKeurig Dr Pepper Inc.0.18%0.06%0.12%

You are not choosing between two funds in isolation.

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

QQQSKOR

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QQQ or SKOR?

QQQ has an expense ratio of 0.18% while SKOR charges 0.15%. SKOR is the cheaper option, by $3 a year on a $10,000 investment.

Which performed better, QQQ or SKOR?

Over the past year QQQ returned +22.98% vs +0.37% for SKOR, so QQQ leads on 1-year performance. Over the longest common window we track (12 years), QQQ annualized +18.10% vs +1.36% for SKOR. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QQQ or SKOR?

QQQ has been the more volatile fund at 18.6% annualized versus 4.5% for SKOR. Worst drawdown: QQQ -35.1% vs SKOR -16.0%.

Should I hold both QQQ and SKOR?

QQQ and SKOR have a monthly-return correlation of 0.48, 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 SKOR?

QQQ yields 0.44% while SKOR yields 4.71%, so SKOR currently pays the higher dividend yield.

Is SKOR better than QQQ?

SKOR has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.