QQQ vs TUSI

QQQ vs TUSI
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. TUSI offers more diversification with 238 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: TUSI

Side-by-Side Comparison

MetricQQQTUSIWinner
Expense Ratio0.18%0.25%
AUM$496.3B$626M
Dividend Yield0.44%4.94%
Holdings108238
YTD Return+16.64%+1.10%
1Y Return+27.27%+2.90%
3Y Return (annualized)+25.96%+4.95%
5Y Return (annualized)+14.54%-
Volatility (annualized)30.6%0.8%
Max Drawdown-83.0%-0.6%
Fund FamilyInvesco (US)Touchstone Investments
CategoryEquityFixed Income
InceptionMar 10, 1999Aug 4, 2022

QQQ vs TUSI Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Touchstone Ultra Short Income ETF (TUSI) is a ETF from Touchstone Investments. Over the past year QQQ returned +27.27% while TUSI returned +2.90%. Year to date, QQQ is up 16.64% versus a gain of 1.10% for TUSI.

Over three years, QQQ compounded at +25.96% per year against +4.95% for TUSI. Across the full 4-year window we track, QQQ has the edge at +13.03% annualized vs +4.83%. 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 0.8% for TUSI. 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 -0.6% for TUSI. 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 0.10. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

QQQ charges 0.18% per year while TUSI charges 0.25%. On a $10,000 position that is $18 vs $25 annually, a gap of $7 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 4.94% for TUSI.

Holdings Overlap

0.0%overlap

QQQ and TUSI share 0 holdings out of 223 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, QQQ or TUSI?

QQQ has an expense ratio of 0.18% while TUSI charges 0.25%. QQQ is the cheaper option. On a $10,000 investment, that is $7 per year of difference.

Which performed better, QQQ or TUSI?

Over the past year QQQ returned +27.27% vs +2.90% for TUSI, so QQQ leads on 1-year performance. Over the longest common window we track (4 years), QQQ annualized +13.03% vs +4.83% for TUSI. Past performance does not guarantee future results.

Which is riskier, QQQ or TUSI?

QQQ has been the more volatile fund at 30.6% annualized versus 0.8% for TUSI. Worst drawdown: QQQ -83.0% vs TUSI -0.6%.

Should I hold both QQQ and TUSI?

QQQ and TUSI have a monthly-return correlation of 0.10, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and TUSI?

QQQ and TUSI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 223 unique securities.

Which pays a higher dividend, QQQ or TUSI?

QQQ yields 0.44% while TUSI yields 4.94%, so TUSI currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free