QQQ vs TSI

QQQ vs TSI

Which is better, QQQ or TSI?

Large Cap Growth against Diversified Sectoral Bond.

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y 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

MetricQQQTSI
Expense Ratio0.18%Best1.03%
AUM$483.5B-
Dividend Yield0.44%7.68%
Holdings107746
YTD Return+15.18%Best-7.95%
1Y Return+19.65%Best-5.78%
3Y Return (annualized)+24.60%Best+5.48%
5Y Return (annualized)+13.94%Best+1.60%
Volatility (annualized)30.6%18.6%Best
Max Drawdown-83.0%Best-83.3%
$10,000 over 5 years$19,204Best$10,826
Fund FamilyInvesco (US)TCW Funds
CategoryEquityFixed Income
StyleLarge Cap GrowthDiversified Sectoral Bond
InceptionMar 10, 1999Mar 5, 1987

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Mar 10, 1999 to Sep 15, 2026 (27.5 years).

QQQ vs TSI 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 TSI Performance

Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and TCW Strategic Income Fund Inc. (TSI) is an ETF from TCW Funds. Over the past year QQQ returned +19.65% while TSI returned -5.78%. Year to date, QQQ is up 15.18% versus a loss of 7.95% for TSI.

Over three years, QQQ compounded at +24.60% per year against +5.48% for TSI; over five years the annualized figures are +13.94% and +1.60% respectively. Across the full 28-year window we track, QQQ has the edge at +12.95% annualized vs -0.04%.

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 18.6% for TSI. 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 -83.3% for TSI. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.32. They move together some of the time, and apart the rest.

Fees and Cost Over Time

QQQ charges 0.18% per year while TSI charges 1.03%. On a $10,000 position that is $18 vs $103 annually, a gap of $85 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 7.68% for TSI.

Holdings Overlap

We hold position weights for 102 holdings in QQQ and 247 in TSI, totalling 99.9% and 24.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 127 days apart, QQQ as of Aug 5, 2026 and TSI as of Mar 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 102 positions we hold weights for in QQQ and 247 in TSI, against full books of 107 and 746.

You are not choosing between two funds in isolation.

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

QQQTSI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QQQ or TSI?

QQQ has an expense ratio of 0.18% while TSI charges 1.03%. QQQ is the cheaper option, by $85 a year on a $10,000 investment.

Which performed better, QQQ or TSI?

Over the past year QQQ returned +19.65% vs -5.78% for TSI, so QQQ leads on 1-year performance. Over the longest common window we track (28 years), QQQ annualized +12.95% vs -0.04% for TSI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QQQ or TSI?

QQQ has been the more volatile fund at 30.6% annualized versus 18.6% for TSI. Worst drawdown: QQQ -83.0% vs TSI -83.3%.

Should I hold both QQQ and TSI?

QQQ and TSI have a monthly-return correlation of 0.32, 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 TSI?

QQQ yields 0.44% while TSI yields 7.68%, so TSI currently pays the higher dividend yield.

Is TSI better than QQQ?

QQQ has a lower expense ratio. 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.