QQQ vs VSDM

QQQ vs VSDM

Which is better, QQQ or VSDM?

Large Cap Growth against Municipal Bond.

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

Lower Fees: VSDMHigher 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

MetricQQQVSDM
Expense Ratio0.18%0.12%Best
AUM$483.5B$835M
Dividend Yield0.44%3.13%
Holdings1072,858
YTD Return+15.21%Best-1.52%
1Y Return+19.78%Best-1.01%
3Y Return (annualized)+24.58%-
5Y Return (annualized)+13.93%-
Volatility (annualized)19.3%2.3%Best
Max Drawdown-22.8%-2.8%Best
$10,000 over 1.8 years$14,035Best$10,462
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityTax Preferred
StyleLarge Cap GrowthMunicipal Bond
InceptionMar 10, 1999Nov 19, 2024

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Nov 21, 2024 to Sep 16, 2026 (1.8 years).

QQQ vs VSDM 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 1.8 years both funds cover.

QQQ vs VSDM Performance

Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) is an ETF from Vanguard (US). Over the past year QQQ returned +19.78% while VSDM returned -1.01%. Year to date, QQQ is up 15.21% versus a loss of 1.52% for VSDM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 19.3% compared with 2.3% for VSDM. 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 -2.8% for VSDM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.42. They move together some of the time, and apart the rest.

Fees and Cost Over Time

QQQ charges 0.18% per year while VSDM charges 0.12%. On a $10,000 position that is $18 vs $12 annually, a gap of $6 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 3.13% for VSDM.

Holdings Overlap

We hold position weights for 102 holdings in QQQ and 5 in VSDM, totalling 99.9% and 0.1% 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 5 in VSDM, against full books of 107 and 2,858.

You are not choosing between two funds in isolation.

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

QQQVSDM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QQQ or VSDM?

QQQ has an expense ratio of 0.18% while VSDM charges 0.12%. VSDM is the cheaper option, by $6 a year on a $10,000 investment.

Which performed better, QQQ or VSDM?

Over the past year QQQ returned +19.78% vs -1.01% for VSDM, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), QQQ annualized +20.72% vs +2.54% for VSDM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QQQ or VSDM?

QQQ has been the more volatile fund at 19.3% annualized versus 2.3% for VSDM. Worst drawdown: QQQ -22.8% vs VSDM -2.8%.

Should I hold both QQQ and VSDM?

QQQ and VSDM have a monthly-return correlation of 0.42, 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 VSDM?

QQQ yields 0.44% while VSDM yields 3.13%, so VSDM currently pays the higher dividend yield.

Is VSDM better than QQQ?

VSDM 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.