QQQ vs USSH

QQQ vs USSH

Which is better, QQQ or USSH?

Large Cap Growth against Short Term High Quality.

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

Lower Fees: USSHHigher 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

MetricQQQUSSH
Expense Ratio0.18%0.15%Best
AUM$483.5B$23M
Dividend Yield0.44%3.65%
Holdings10726
YTD Return+16.87%Best+0.50%
1Y Return+22.98%Best+1.64%
3Y Return (annualized)+24.98%-
5Y Return (annualized)+14.39%-
Volatility (annualized)17.6%1.6%Best
Max Drawdown-22.8%-0.9%Best
$10,000 over 2.5 years$16,518Best$11,083
Fund FamilyInvesco (US)WisdomTree Investments
CategoryEquityFixed Income
StyleLarge Cap GrowthShort Term High Quality
InceptionMar 10, 1999Mar 14, 2024

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.5 years row, are measured over the window both funds cover: Mar 14, 2024 to Sep 11, 2026 (2.5 years).

QQQ vs USSH 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 2.5 years both funds cover.

QQQ vs USSH Performance

Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and WisdomTree 1-3 Year Laddered Treasury Fund ETF (USSH) is an ETF from WisdomTree Investments. Over the past year QQQ returned +22.98% while USSH returned +1.64%. Year to date, QQQ is up 16.87% versus a gain of 0.50% for USSH.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 17.6% compared with 1.6% 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 -22.8% for QQQ and -0.9% for USSH. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.05. They move largely independently of each other.

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.

You are not choosing between two funds in isolation.

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

QQQUSSH

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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, by $3 a year on a $10,000 investment.

Which performed better, QQQ or USSH?

Over the past year QQQ returned +22.98% vs +1.64% for USSH, so QQQ leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QQQ or USSH?

QQQ has been the more volatile fund at 17.6% annualized versus 1.6% for USSH. Worst drawdown: QQQ -22.8% vs USSH -0.9%.

Should I hold both QQQ and USSH?

QQQ and USSH have a monthly-return correlation of 0.05, 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 USSH?

QQQ yields 0.44% while USSH yields 3.65%, so USSH currently pays the higher dividend yield.

Is USSH better than QQQ?

USSH 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.