QQQ vs SUSC
Invesco QQQ Trust, Series 1 vs iShares ESG Aware USD Corporate Bond ETF
Quick Verdict
QQQ delivered stronger 1-year returns. SUSC offers more diversification with 1637 holdings.
Side-by-Side Comparison
| Metric | QQQ | SUSC | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.18% | |
| AUM | $455.8B | $1.3B | |
| Dividend Yield | 0.41% | 4.48% | |
| Holdings | 108 | 3,990 | |
| YTD Return | +19.68% | -0.48% | |
| 1Y Return | +26.75% | +1.45% | |
| 3Y Return (annualized) | +26.25% | +5.39% | |
| 5Y Return (annualized) | +15.39% | -0.17% | |
| Volatility (annualized) | 30.6% | 7.1% | |
| Max Drawdown | -83.0% | -22.6% | |
| Fund Family | Invesco (US) | iShares by BlackRock (US) | |
| Category | Equity | Fixed Income | |
| Inception | Mar 10, 1999 | Jul 11, 2017 |
QQQ vs SUSC Performance
Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and iShares ESG Aware USD Corporate Bond ETF (SUSC) is a ETF from iShares by BlackRock (US). Over the past year QQQ returned +26.75% while SUSC returned +1.45%. Year to date, QQQ is up 19.68% versus a loss of 0.48% for SUSC.
Over three years, QQQ compounded at +26.25% per year against +5.39% for SUSC; over five years the annualized figures are +15.39% and -0.17% respectively. Across the full 9-year window we track, QQQ has the edge at +13.15% annualized vs +1.06%. 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 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 -83.0% for QQQ and -22.6% for SUSC. 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 0.60. They move independently enough that combining them can meaningfully diversify a portfolio.
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 0.41% against 4.48% for SUSC.
Holdings Overlap
QQQ and SUSC share 1 holdings out of 1739 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 SUSC | Difference |
|---|---|---|---|
| LRCX | 1.82% | 0.01% | 1.81% |
Frequently Asked Questions
Which is cheaper, QQQ or SUSC?
QQQ has an expense ratio of 0.18% while SUSC charges 0.18%. They cost the same. On a $10,000 investment, that is $0 per year of difference.
Which performed better, QQQ or SUSC?
Over the past year QQQ returned +26.75% vs +1.45% for SUSC, so QQQ leads on 1-year performance. Over the longest common window we track (9 years), QQQ annualized +13.15% vs +1.06% for SUSC. Past performance does not guarantee future results.
Which is riskier, QQQ or SUSC?
QQQ has been the more volatile fund at 30.6% annualized versus 7.1% for SUSC. Worst drawdown: QQQ -83.0% vs SUSC -22.6%.
Should I hold both QQQ and SUSC?
QQQ and SUSC have a monthly-return correlation of 0.60, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between QQQ and SUSC?
QQQ and SUSC share 1 common holdings with a 0.0% weight overlap. Combined, they hold 1739 unique securities.
Which pays a higher dividend, QQQ or SUSC?
QQQ yields 0.41% while SUSC yields 4.48%, so SUSC currently pays the higher dividend yield.
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