QQQ vs SOR

QQQ vs SOR
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Quick Verdict

QQQ offers more diversification with 108 holdings.

Lower Fees: TiedHigher Returns: TiedMore Diversified: QQQ

Side-by-Side Comparison

MetricQQQSORWinner
Expense Ratio0.18%-
AUM$496.3B-
Dividend Yield0.44%-
Holdings1080
YTD Return+16.64%-
1Y Return+27.27%-
3Y Return (annualized)+25.96%-
5Y Return (annualized)+14.54%-
Volatility (annualized)30.6%-
Max Drawdown-83.0%-
Fund FamilyInvesco (US)SOURCE CAPITAL /DE/
CategoryEquity-
InceptionMar 10, 1999-

QQQ vs SOR Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Source Capital (SOR) is a ETF from SOURCE CAPITAL /DE/.

Risk: Volatility and Drawdowns

Frequently Asked Questions

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