QQQ vs STBF
Invesco QQQ Trust, Series 1 vs Performance Trust Short Term Bond ETF
Which is better, QQQ or STBF?
Large Cap Growth against Short Term 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 | STBF |
|---|---|---|
| Expense Ratio | 0.18%Best | 0.65% |
| AUM | $483.5B | $75M |
| Dividend Yield | 0.44% | 4.67% |
| Holdings | 107 | 246 |
| YTD Return | +15.94%Best | -0.09% |
| 1Y Return | +20.44%Best | +1.31% |
| 3Y Return (annualized) | +24.86% | - |
| 5Y Return (annualized) | +14.26% | - |
| Volatility (annualized) | 17.6% | 1.9%Best |
| Max Drawdown | -22.8% | -1.2%Best |
| $10,000 over 2.4 years | $16,129Best | $11,094 |
| Fund Family | Invesco (US) | Performance Trust Asset Management LLC |
| Category | Equity | Fixed Income |
| Style | Large Cap Growth | Short Term Bond |
| Inception | Mar 10, 1999 | Apr 9, 2024 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.4 years row, are measured over the window both funds cover: Apr 9, 2024 to Sep 14, 2026 (2.4 years).
QQQ vs STBF 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 2.4 years both funds cover.
QQQ vs STBF Performance
Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and Performance Trust Short Term Bond ETF (STBF) is an ETF from Performance Trust Asset Management LLC. Over the past year QQQ returned +20.44% while STBF returned +1.31%. Year to date, QQQ is up 15.94% versus a loss of 0.09% for STBF.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 17.6% compared with 1.9% for STBF. 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 -1.2% for STBF. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.25. They move largely independently of each other.
Fees and Cost Over Time
QQQ charges 0.18% per year while STBF 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 0.44% against 4.67% for STBF.
Holdings Overlap
We hold position weights for 102 holdings in QQQ and 79 in STBF, totalling 99.9% and 30.2% 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 79 in STBF, against full books of 107 and 246.
You are not choosing between two funds in isolation.
Whichever of QQQ and STBF 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 STBF?
QQQ has an expense ratio of 0.18% while STBF charges 0.65%. QQQ is the cheaper option, by $47 a year on a $10,000 investment.
Which performed better, QQQ or STBF?
Over the past year QQQ returned +20.44% vs +1.31% for STBF, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), QQQ annualized +22.04% vs +4.42% for STBF. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, QQQ or STBF?
QQQ has been the more volatile fund at 17.6% annualized versus 1.9% for STBF. Worst drawdown: QQQ -22.8% vs STBF -1.2%.
Should I hold both QQQ and STBF?
QQQ and STBF have a monthly-return correlation of 0.25, 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 STBF?
QQQ yields 0.44% while STBF yields 4.67%, so STBF currently pays the higher dividend yield.
Is STBF 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.