QQQ vs TCPB

QQQ vs TCPB

Which is better, QQQ or TCPB?

Large Cap Growth against Investment Grade Bond.

QQQ has a lower expense ratio. QQQ led over 1Y and the full window.

Lower Fees: QQQHigher 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

MetricQQQTCPB
Expense Ratio0.18%Best0.39%
AUM$483.5B$485M
Dividend Yield0.44%5.22%
Holdings107523
YTD Return+16.87%Best-1.09%
1Y Return+22.98%Best-0.97%
3Y Return (annualized)+24.98%-
5Y Return (annualized)+14.39%-
Volatility (annualized)20.3%3.4%Best
Max Drawdown-22.8%-2.8%Best
$10,000 over 1.6 years$13,453Best$10,528
Fund FamilyInvesco (US)Thrivent Funds
CategoryEquityFixed Income
StyleLarge Cap GrowthInvestment Grade Bond
InceptionMar 10, 1999Feb 19, 2025

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.6 years row, are measured over the window both funds cover: Feb 19, 2025 to Sep 11, 2026 (1.6 years).

QQQ vs TCPB 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 1.6 years both funds cover.

QQQ vs TCPB Performance

Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and Thrivent Core Plus Bond ETF (TCPB) is an ETF from Thrivent Funds. Over the past year QQQ returned +22.98% while TCPB returned -0.97%. Year to date, QQQ is up 16.87% versus a loss of 1.09% for TCPB.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 20.3% compared with 3.4% for TCPB. 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 -2.8% for TCPB. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.29. They move largely independently of each other.

Fees and Cost Over Time

QQQ charges 0.18% per year while TCPB charges 0.39%. On a $10,000 position that is $18 vs $39 annually, a gap of $21 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 5.22% for TCPB.

Holdings Overlap

We hold position weights for 102 holdings in QQQ and 226 in TCPB, totalling 99.9% and 40.9% 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 226 in TCPB, against full books of 107 and 523.

You are not choosing between two funds in isolation.

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

QQQTCPB

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QQQ or TCPB?

QQQ has an expense ratio of 0.18% while TCPB charges 0.39%. QQQ is the cheaper option, by $21 a year on a $10,000 investment.

Which performed better, QQQ or TCPB?

Over the past year QQQ returned +22.98% vs -0.97% for TCPB, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), QQQ annualized +20.37% vs +3.27% for TCPB. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QQQ or TCPB?

QQQ has been the more volatile fund at 20.3% annualized versus 3.4% for TCPB. Worst drawdown: QQQ -22.8% vs TCPB -2.8%.

Should I hold both QQQ and TCPB?

QQQ and TCPB have a monthly-return correlation of 0.29, 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 TCPB?

QQQ yields 0.44% while TCPB yields 5.22%, so TCPB currently pays the higher dividend yield.

Is TCPB 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.