QQQ vs SPTU

QQQ vs SPTU
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Quick Verdict

SPTU has a lower expense ratio. QQQ offers more diversification with 108 holdings.

Lower Fees: SPTUHigher Returns: TiedMore Diversified: QQQ

Side-by-Side Comparison

MetricQQQSPTUWinner
Expense Ratio0.18%0.05%
AUM$496.3B$14M
Dividend Yield0.44%2.65%
Holdings10842
YTD Return+16.64%+2.26%
1Y Return+27.27%-
3Y Return (annualized)+25.96%-
5Y Return (annualized)+14.54%-
Volatility (annualized)30.6%-
Max Drawdown-83.0%-0.0%
Fund FamilyInvesco (US)State Street Investment Management
CategoryEquityFixed Income
InceptionMar 10, 1999Oct 7, 2025

QQQ vs SPTU Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and State Street SPDR Portfolio Ultra Short T-Bill ETF (SPTU) is a ETF from State Street Investment Management. Year to date, QQQ is up 16.64% versus a gain of 2.26% for SPTU.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -83.0% for QQQ and -0.0% for SPTU. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

QQQ charges 0.18% per year while SPTU charges 0.05%. On a $10,000 position that is $18 vs $5 annually, a gap of $13 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 2.65% for SPTU.

Holdings Overlap

0.0%overlap

QQQ and SPTU share 0 holdings out of 103 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, QQQ or SPTU?

QQQ has an expense ratio of 0.18% while SPTU charges 0.05%. SPTU is the cheaper option. On a $10,000 investment, that is $13 per year of difference.

What is the holdings overlap between QQQ and SPTU?

QQQ and SPTU share 0 common holdings with a 0.0% weight overlap. Combined, they hold 103 unique securities.

Which pays a higher dividend, QQQ or SPTU?

QQQ yields 0.44% while SPTU yields 2.65%, so SPTU currently pays the higher dividend yield.

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