QQQ vs UUPP

QQQ vs UUPP
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Quick Verdict

QQQ has a lower expense ratio. QQQ offers more diversification with 108 holdings.

Lower Fees: QQQHigher Returns: TiedMore Diversified: QQQ

Side-by-Side Comparison

MetricQQQUUPPWinner
Expense Ratio0.18%0.19%
AUM$496.3B$15M
Dividend Yield0.44%0.49%
Holdings1081
YTD Return+19.52%+0.26%
1Y Return+26.68%-
3Y Return (annualized)+26.64%-
5Y Return (annualized)+15.36%-
Volatility (annualized)30.6%-
Max Drawdown-83.0%-0.6%
Fund FamilyInvesco (US)Principal Funds
CategoryEquityFixed Income
InceptionMar 10, 1999May 21, 2026

QQQ vs UUPP Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Principal CLO ETF (UUPP) is a ETF from Principal Funds. Year to date, QQQ is up 19.52% versus a gain of 0.26% for UUPP.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -83.0% for QQQ and -0.6% for UUPP. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

QQQ charges 0.18% per year while UUPP charges 0.19%. On a $10,000 position that is $18 vs $19 annually, a gap of $1 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 0.49% for UUPP.

Holdings Overlap

0.0%overlap

QQQ and UUPP 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 UUPP?

QQQ has an expense ratio of 0.18% while UUPP charges 0.19%. QQQ is the cheaper option. On a $10,000 investment, that is $1 per year of difference.

What is the holdings overlap between QQQ and UUPP?

QQQ and UUPP share 0 common holdings with a 0.0% weight overlap. Combined, they hold 103 unique securities.

Which pays a higher dividend, QQQ or UUPP?

QQQ yields 0.44% while UUPP yields 0.49%, so UUPP currently pays the higher dividend yield.

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