QQQ vs SUSB
Invesco QQQ Trust, Series 1 vs iShares ESG Aware 1-5 Year USD Corporate Bond ETF
Quick Verdict
SUSB has a lower expense ratio. QQQ delivered stronger 1-year returns. SUSB offers more diversification with 1132 holdings.
Side-by-Side Comparison
| Metric | QQQ | SUSB | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.12% | |
| AUM | $455.8B | $1.3B | |
| Dividend Yield | 0.41% | 4.49% | |
| Holdings | 108 | 1,665 | |
| YTD Return | +18.31% | +0.70% | |
| 1Y Return | +25.37% | +2.81% | |
| 3Y Return (annualized) | +25.79% | +5.57% | |
| 5Y Return (annualized) | +15.20% | +2.31% | |
| Volatility (annualized) | 30.6% | 3.0% | |
| Max Drawdown | -83.0% | -13.3% | |
| Fund Family | Invesco (US) | iShares by BlackRock (US) | |
| Category | Equity | Fixed Income | |
| Inception | Mar 10, 1999 | Jul 11, 2017 |
QQQ vs SUSB Performance
Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) is a ETF from iShares by BlackRock (US). Over the past year QQQ returned +25.37% while SUSB returned +2.81%. Year to date, QQQ is up 18.31% versus a gain of 0.70% for SUSB.
Over three years, QQQ compounded at +25.79% per year against +5.57% for SUSB; over five years the annualized figures are +15.20% and +2.31% respectively. Across the full 9-year window we track, QQQ has the edge at +13.10% annualized vs +1.72%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 3.0% for SUSB. 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 -83.0% for QQQ and -13.3% for SUSB. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.51. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
QQQ charges 0.18% per year while SUSB charges 0.12%. On a $10,000 position that is $18 vs $12 annually, a gap of $6 per year that compounds over a long holding period. On income, QQQ currently yields 0.41% against 4.49% for SUSB.
Holdings Overlap
QQQ and SUSB share 1 holdings out of 1234 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in QQQ | Weight in SUSB | Difference |
|---|---|---|---|
| KDP | 0.19% | 0.03% | 0.16% |
Frequently Asked Questions
Which is cheaper, QQQ or SUSB?
QQQ has an expense ratio of 0.18% while SUSB charges 0.12%. SUSB is the cheaper option. On a $10,000 investment, that is $6 per year of difference.
Which performed better, QQQ or SUSB?
Over the past year QQQ returned +25.37% vs +2.81% for SUSB, so QQQ leads on 1-year performance. Over the longest common window we track (9 years), QQQ annualized +13.10% vs +1.72% for SUSB. Past performance does not guarantee future results.
Which is riskier, QQQ or SUSB?
QQQ has been the more volatile fund at 30.6% annualized versus 3.0% for SUSB. Worst drawdown: QQQ -83.0% vs SUSB -13.3%.
Should I hold both QQQ and SUSB?
QQQ and SUSB have a monthly-return correlation of 0.51, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between QQQ and SUSB?
QQQ and SUSB share 1 common holdings with a 0.0% weight overlap. Combined, they hold 1234 unique securities.
Which pays a higher dividend, QQQ or SUSB?
QQQ yields 0.41% while SUSB yields 4.49%, so SUSB currently pays the higher dividend yield.
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