QQQ vs SOR

QQQ vs SOR

Which is better, QQQ or SOR?

We do not have enough on QQQ and SOR to separate them.

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

MetricQQQSOR
Expense Ratio0.18%-
AUM$483.5B-
Dividend Yield0.44%-
Holdings107-
YTD Price Return+14.91%-
1Y Price Return+19.07%-
3Y Price Return (annualized)+23.94%-
5Y Price Return (annualized)+13.26%-
Volatility (annualized)30.6%-
Max Drawdown-83.0%-
Fund FamilyInvesco (US)SOURCE CAPITAL /DE/
CategoryEquity-
StyleLarge Cap Growth-
InceptionMar 10, 1999-

Not shown on this pair: $10,000 over the window, Top 10 Weight.

Returns are price returns and exclude distributions, because our data feed carries no adjusted close for SOR. We have no price series for SOR, so there is nothing to compare it against.

QQQ vs SOR Performance

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

Past performance does not guarantee future results.

You are not choosing between two funds in isolation.

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

QQQSOR

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Frequently Asked Questions

Is SOR better than QQQ?

We hold very little data on QQQ and SOR, so there is not enough here to separate them. Which one suits a particular account depends on what it is for. This is information, not a recommendation.