QQQ vs SUSC

QQQ vs SUSC

Which is better, QQQ or SUSC?

Large Cap Growth against Long Term Mid Quality.

QQQ led over 1Y, 3Y, 5Y and the full window.

Lower Fees: TiedHigher Returns: QQQ

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

MetricQQQSUSC
Expense Ratio0.18%Tie0.18%Tie
AUM$483.5B$1.3B
Dividend Yield0.44%4.60%
Holdings1073,990
YTD Return+17.95%Best-1.29%
1Y Return+21.77%Best-0.85%
3Y Return (annualized)+25.63%Best+5.19%
5Y Return (annualized)+15.24%Best-0.44%
Volatility (annualized)19.7%7.1%Best
Max Drawdown-35.1%-22.6%Best
$10,000 over 5 years$20,324Best$9,782
Fund FamilyInvesco (US)iShares by BlackRock (US)
CategoryEquityFixed Income
StyleLarge Cap GrowthLong Term Mid Quality
InceptionMar 10, 1999Jul 11, 2017

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jul 20, 2017 to Sep 18, 2026 (9.2 years).

QQQ vs SUSC 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

QQQ vs SUSC Performance

Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and iShares ESG Aware USD Corporate Bond ETF (SUSC) is an ETF from iShares by BlackRock (US). Over the past year QQQ returned +21.77% while SUSC returned -0.85%. Year to date, QQQ is up 17.95% versus a loss of 1.29% for SUSC.

Over three years, QQQ compounded at +25.63% per year against +5.19% for SUSC; over five years the annualized figures are +15.24% and -0.44% respectively. Across the full 9-year window we track, QQQ has the edge at +19.63% annualized vs +0.96%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 19.7% compared with 7.1% for SUSC. 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 -35.1% for QQQ and -22.6% for SUSC. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.60. They move together some of the time, and apart the rest.

Fees and Cost Over Time

QQQ charges 0.18% per year while SUSC charges 0.18%. On a $10,000 position that is $18 vs $18 annually. On income, QQQ currently yields 0.44% against 4.60% for SUSC.

Holdings Overlap

QQQ already in SUSC0.8%

At least 0.8% of QQQ's money is in holdings SUSC also owns.

Stated as a floor: for SUSC, our book for it covers 58.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

1 positions in common, counted across the 102 positions we hold weights for in QQQ and 1,538 in SUSC, against full books of 107 and 3,990.

Top Shared Holdings

StockWeight in QQQWeight in SUSCDifference
TMUST-Mobile Us Inc Com Usd0.000010.82%0.04%0.78%

You are not choosing between two funds in isolation.

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

QQQSUSC

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QQQ or SUSC?

QQQ has an expense ratio of 0.18% while SUSC charges 0.18%. At the precision these are quoted to, they cost the same.

Which performed better, QQQ or SUSC?

Over the past year QQQ returned +21.77% vs -0.85% for SUSC, so QQQ leads on 1-year performance. Over the longest common window we track (9 years), QQQ annualized +19.63% vs +0.96% for SUSC. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QQQ or SUSC?

QQQ has been the more volatile fund at 19.7% annualized versus 7.1% for SUSC. Worst drawdown: QQQ -35.1% vs SUSC -22.6%.

Should I hold both QQQ and SUSC?

QQQ and SUSC have a monthly-return correlation of 0.60, 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 SUSC?

QQQ yields 0.44% while SUSC yields 4.60%, so SUSC currently pays the higher dividend yield.

Is SUSC better than QQQ?

QQQ led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.