QQQ vs UTEN
Invesco QQQ Trust, Series 1 vs F/m US Treasury 10 Year Note ETF
Which is better, QQQ or UTEN?
Large Cap Growth against Long Term High Quality.
UTEN has a lower expense ratio. QQQ led over 1Y, 3Y and the full window.
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
| Metric | QQQ | UTEN |
|---|---|---|
| Expense Ratio | 0.18% | 0.15%Best |
| AUM | $483.5B | $267M |
| Dividend Yield | 0.44% | 4.50% |
| Holdings | 107 | 2 |
| YTD Return | +17.95%Best | -3.22% |
| 1Y Return | +21.77%Best | -2.58% |
| 3Y Return (annualized) | +25.63%Best | +2.47% |
| 5Y Return (annualized) | +15.24% | - |
| Volatility (annualized) | 18.9% | 7.7%Best |
| Max Drawdown | -22.8% | -13.4%Best |
| $10,000 over 4.1 years | $23,266Best | $9,752 |
| Fund Family | Invesco (US) | US Benchmark Series |
| Category | Equity | Fixed Income |
| Style | Large Cap Growth | Long Term High Quality |
| Inception | Mar 10, 1999 | Aug 8, 2022 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 4.1 years row, are measured over the window both funds cover: Aug 9, 2022 to Sep 18, 2026 (4.1 years).
QQQ vs UTEN 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 UTEN Performance
Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and F/m US Treasury 10 Year Note ETF (UTEN) is an ETF from US Benchmark Series. Over the past year QQQ returned +21.77% while UTEN returned -2.58%. Year to date, QQQ is up 17.95% versus a loss of 3.22% for UTEN.
Over three years, QQQ compounded at +25.63% per year against +2.47% for UTEN. Across the full 4-year window we track, QQQ has the edge at +22.87% annualized vs -0.61%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 18.9% compared with 7.7% for UTEN. 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 -13.4% for UTEN. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.46. They move together some of the time, and apart the rest.
Fees and Cost Over Time
QQQ charges 0.18% per year while UTEN 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 4.50% for UTEN.
You are not choosing between two funds in isolation.
Whichever of QQQ and UTEN you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, QQQ or UTEN?
QQQ has an expense ratio of 0.18% while UTEN charges 0.15%. UTEN is the cheaper option, by $3 a year on a $10,000 investment.
Which performed better, QQQ or UTEN?
Over the past year QQQ returned +21.77% vs -2.58% for UTEN, so QQQ leads on 1-year performance. Over the longest common window we track (4 years), QQQ annualized +22.87% vs -0.61% for UTEN. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, QQQ or UTEN?
QQQ has been the more volatile fund at 18.9% annualized versus 7.7% for UTEN. Worst drawdown: QQQ -22.8% vs UTEN -13.4%.
Should I hold both QQQ and UTEN?
QQQ and UTEN have a monthly-return correlation of 0.46, 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 UTEN?
QQQ yields 0.44% while UTEN yields 4.50%, so UTEN currently pays the higher dividend yield.
Is UTEN better than QQQ?
UTEN has a lower expense ratio. QQQ led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.