QQQ vs XHYF

QQQ vs XHYF
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Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. XHYF offers more diversification with 272 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: XHYF

Side-by-Side Comparison

MetricQQQXHYFWinner
Expense Ratio0.18%0.35%
AUM$496.3B$7M
Dividend Yield0.44%6.77%
Holdings108272
YTD Return+16.64%+0.00%
1Y Return+27.27%+5.99%
3Y Return (annualized)+25.96%+9.25%
5Y Return (annualized)+14.54%-
Volatility (annualized)30.6%7.9%
Max Drawdown-83.0%-12.9%
Fund FamilyInvesco (US)BondBloxx
CategoryEquityFixed Income
InceptionMar 10, 1999Feb 15, 2022

QQQ vs XHYF Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and BondBloxx USD High Yield Bond Financial & REIT Sector ETF (XHYF) is a ETF from BondBloxx. Over the past year QQQ returned +27.27% while XHYF returned +5.99%. Year to date, QQQ is up 16.64% versus a gain of 0.00% for XHYF.

Over three years, QQQ compounded at +25.96% per year against +9.25% for XHYF. Across the full 4-year window we track, QQQ has the edge at +13.03% annualized vs +5.06%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 7.9% for XHYF. 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 -12.9% for XHYF. 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 0.71. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

QQQ charges 0.18% per year while XHYF 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 6.77% for XHYF.

Holdings Overlap

0.0%overlap

QQQ and XHYF share 0 holdings out of 328 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 XHYF?

QQQ has an expense ratio of 0.18% while XHYF charges 0.35%. QQQ is the cheaper option. On a $10,000 investment, that is $17 per year of difference.

Which performed better, QQQ or XHYF?

Over the past year QQQ returned +27.27% vs +5.99% for XHYF, so QQQ leads on 1-year performance. Over the longest common window we track (4 years), QQQ annualized +13.03% vs +5.06% for XHYF. Past performance does not guarantee future results.

Which is riskier, QQQ or XHYF?

QQQ has been the more volatile fund at 30.6% annualized versus 7.9% for XHYF. Worst drawdown: QQQ -83.0% vs XHYF -12.9%.

Should I hold both QQQ and XHYF?

QQQ and XHYF have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and XHYF?

QQQ and XHYF share 0 common holdings with a 0.0% weight overlap. Combined, they hold 328 unique securities.

Which pays a higher dividend, QQQ or XHYF?

QQQ yields 0.44% while XHYF yields 6.77%, so XHYF currently pays the higher dividend yield.

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