QQQ vs USSH
Invesco QQQ Trust, Series 1 vs WisdomTree 1-3 Year Laddered Treasury Fund ETF
Quick Verdict
USSH has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.
Side-by-Side Comparison
| Metric | QQQ | USSH | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.15% | |
| AUM | $496.3B | $23M | |
| Dividend Yield | 0.44% | 3.65% | |
| Holdings | 108 | 25 | |
| YTD Return | +19.52% | +1.01% | |
| 1Y Return | +26.68% | +2.78% | |
| 3Y Return (annualized) | +26.64% | - | |
| 5Y Return (annualized) | +15.36% | - | |
| Volatility (annualized) | 30.6% | 1.5% | |
| Max Drawdown | -83.0% | -0.9% | |
| Fund Family | Invesco (US) | WisdomTree Investments | |
| Category | Equity | Fixed Income | |
| Inception | Mar 10, 1999 | Mar 14, 2024 |
QQQ vs USSH Performance
Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and WisdomTree 1-3 Year Laddered Treasury Fund ETF (USSH) is a ETF from WisdomTree Investments. Over the past year QQQ returned +26.68% while USSH returned +2.78%. Year to date, QQQ is up 19.52% versus a gain of 1.01% for USSH.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 1.5% for USSH. 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 -0.9% for USSH. 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 0.03. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
QQQ charges 0.18% per year while USSH charges 0.15%. On a $10,000 position that is $18 vs $15 annually, a gap of $3 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 3.65% for USSH.
Holdings Overlap
QQQ and USSH share 0 holdings out of 103 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 USSH?
QQQ has an expense ratio of 0.18% while USSH charges 0.15%. USSH is the cheaper option. On a $10,000 investment, that is $3 per year of difference.
Which performed better, QQQ or USSH?
Over the past year QQQ returned +26.68% vs +2.78% for USSH, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), QQQ annualized +13.14% vs +4.56% for USSH. Past performance does not guarantee future results.
Which is riskier, QQQ or USSH?
QQQ has been the more volatile fund at 30.6% annualized versus 1.5% for USSH. Worst drawdown: QQQ -83.0% vs USSH -0.9%.
Should I hold both QQQ and USSH?
QQQ and USSH have a monthly-return correlation of 0.03, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between QQQ and USSH?
QQQ and USSH share 0 common holdings with a 0.0% weight overlap. Combined, they hold 103 unique securities.
Which pays a higher dividend, QQQ or USSH?
QQQ yields 0.44% while USSH yields 3.65%, so USSH currently pays the higher dividend yield.
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