QQQ vs WCPB
Invesco QQQ Trust, Series 1 vs Weitz Core Plus Bond ETF
Quick Verdict
QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. WCPB offers more diversification with 172 holdings.
Side-by-Side Comparison
| Metric | QQQ | WCPB | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.45% | |
| AUM | $496.3B | $238M | |
| Dividend Yield | 0.44% | 4.49% | |
| Holdings | 108 | 172 | |
| YTD Return | +16.64% | +1.08% | |
| 1Y Return | +27.27% | +4.46% | |
| 3Y Return (annualized) | +25.96% | - | |
| 5Y Return (annualized) | +14.54% | - | |
| Volatility (annualized) | 30.6% | 2.9% | |
| Max Drawdown | -83.0% | -2.6% | |
| Fund Family | Invesco (US) | Weitz Investment Management, Inc | |
| Category | Equity | Fixed Income | |
| Inception | Mar 10, 1999 | Aug 12, 2025 |
QQQ vs WCPB Performance
Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Weitz Core Plus Bond ETF (WCPB) is a ETF from Weitz Investment Management, Inc. Over the past year QQQ returned +27.27% while WCPB returned +4.46%. Year to date, QQQ is up 16.64% versus a gain of 1.08% for WCPB.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 2.9% for WCPB. 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 -83.0% for QQQ and -2.6% for WCPB. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.51. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
QQQ charges 0.18% per year while WCPB charges 0.45%. On a $10,000 position that is $18 vs $45 annually, a gap of $27 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 4.49% for WCPB.
Holdings Overlap
QQQ and WCPB share 0 holdings out of 116 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 WCPB?
QQQ has an expense ratio of 0.18% while WCPB charges 0.45%. QQQ is the cheaper option. On a $10,000 investment, that is $27 per year of difference.
Which performed better, QQQ or WCPB?
Over the past year QQQ returned +27.27% vs +4.46% for WCPB, so QQQ leads on 1-year performance. Over the longest common window we track (1 years), QQQ annualized +13.03% vs +3.97% for WCPB. Past performance does not guarantee future results.
Which is riskier, QQQ or WCPB?
QQQ has been the more volatile fund at 30.6% annualized versus 2.9% for WCPB. Worst drawdown: QQQ -83.0% vs WCPB -2.6%.
Should I hold both QQQ and WCPB?
QQQ and WCPB have a monthly-return correlation of 0.51, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between QQQ and WCPB?
QQQ and WCPB share 0 common holdings with a 0.0% weight overlap. Combined, they hold 116 unique securities.
Which pays a higher dividend, QQQ or WCPB?
QQQ yields 0.44% while WCPB yields 4.49%, so WCPB currently pays the higher dividend yield.
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