QQQ vs UYLD
Invesco QQQ Trust, Series 1 vs Angel Oak UltraShort Income ETF
Which is better, QQQ or UYLD?
Large Cap Growth against Ultrashort Term Bond.
QQQ 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 | UYLD |
|---|---|---|
| Expense Ratio | 0.18%Best | 0.35% |
| AUM | $483.5B | $1.6B |
| Dividend Yield | 0.44% | 4.59% |
| Holdings | 107 | 507 |
| YTD Return | +16.87%Best | +2.65% |
| 1Y Return | +22.98%Best | +4.06% |
| 3Y Return (annualized) | +24.98%Best | +5.71% |
| 5Y Return (annualized) | +14.39% | - |
| Volatility (annualized) | 18.1% | 0.6%Best |
| Max Drawdown | -22.8% | -0.5%Best |
| $10,000 over 3.9 years | $25,855Best | $12,487 |
| Fund Family | Invesco (US) | Angel Oak Capital Advisors |
| Category | Equity | Fixed Income |
| Style | Large Cap Growth | Ultrashort Term Bond |
| Inception | Mar 10, 1999 | Oct 24, 2022 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.9 years row, are measured over the window both funds cover: Oct 25, 2022 to Sep 11, 2026 (3.9 years).
QQQ vs UYLD 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 3.9 years both funds cover.
QQQ vs UYLD Performance
Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and Angel Oak UltraShort Income ETF (UYLD) is an ETF from Angel Oak Capital Advisors. Over the past year QQQ returned +22.98% while UYLD returned +4.06%. Year to date, QQQ is up 16.87% versus a gain of 2.65% for UYLD.
Over three years, QQQ compounded at +24.98% per year against +5.71% for UYLD. Across the full 4-year window we track, QQQ has the edge at +27.58% annualized vs +5.86%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 18.1% compared with 0.6% for UYLD. 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 -0.5% for UYLD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.28. They move largely independently of each other.
Fees and Cost Over Time
QQQ charges 0.18% per year while UYLD charges 0.35%. On a $10,000 position that is $18 vs $35 annually, a gap of $17 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 4.59% for UYLD.
Holdings Overlap
We hold position weights for 102 holdings in QQQ and 168 in UYLD, totalling 99.9% and 33.3% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 102 positions we hold weights for in QQQ and 168 in UYLD, against full books of 107 and 507.
You are not choosing between two funds in isolation.
Whichever of QQQ and UYLD 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 UYLD?
QQQ has an expense ratio of 0.18% while UYLD charges 0.35%. QQQ is the cheaper option, by $17 a year on a $10,000 investment.
Which performed better, QQQ or UYLD?
Over the past year QQQ returned +22.98% vs +4.06% for UYLD, so QQQ leads on 1-year performance. Over the longest common window we track (4 years), QQQ annualized +27.58% vs +5.86% for UYLD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, QQQ or UYLD?
QQQ has been the more volatile fund at 18.1% annualized versus 0.6% for UYLD. Worst drawdown: QQQ -22.8% vs UYLD -0.5%.
Should I hold both QQQ and UYLD?
QQQ and UYLD have a monthly-return correlation of 0.28, 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 UYLD?
QQQ yields 0.44% while UYLD yields 4.59%, so UYLD currently pays the higher dividend yield.
Is UYLD better than QQQ?
QQQ 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.