QQQ vs ZMUN

QQQ vs ZMUN

Which is better, QQQ or ZMUN?

Large Cap Growth against Municipal Bond.

QQQ has a lower expense ratio. QQQ led over 1Y.

Lower Fees: QQQHigher Returns (1Y): 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

MetricQQQZMUN
Expense Ratio0.18%Best0.30%
AUM$483.5B$34M
Dividend Yield0.44%3.25%
Holdings107175
YTD Return+17.95%Best+2.11%
1Y Return+21.77%Best+2.87%
3Y Return (annualized)+25.63%-
5Y Return (annualized)+15.24%-
Volatility (annualized)21.9%0.5%Best
Fund FamilyInvesco (US)F-m investments
CategoryEquityTax Preferred
StyleLarge Cap GrowthMunicipal Bond
InceptionMar 10, 1999Sep 30, 2025

Not shown on this pair: Max Drawdown, $10,000 over the window, Top 10 Weight.

QQQ vs ZMUN 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

QQQ vs ZMUN Performance

Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and F/m Ultrashort Tax Free Municipal ETF (ZMUN) is an ETF from F-m investments. Over the past year QQQ returned +21.77% while ZMUN returned +2.87%. Year to date, QQQ is up 17.95% versus a gain of 2.11% for ZMUN.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 21.9% compared with 0.5% for ZMUN. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The two funds' monthly returns correlate at 0.02. They move largely independently of each other.

Fees and Cost Over Time

QQQ charges 0.18% per year while ZMUN charges 0.30%. On a $10,000 position that is $18 vs $30 annually, a gap of $12 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 3.25% for ZMUN.

Holdings Overlap

We hold position weights for 102 holdings in QQQ and 28 in ZMUN, totalling 99.9% and 20.0% 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 28 in ZMUN, against full books of 107 and 175.

You are not choosing between two funds in isolation.

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

QQQZMUN

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QQQ or ZMUN?

QQQ has an expense ratio of 0.18% while ZMUN charges 0.30%. QQQ is the cheaper option, by $12 a year on a $10,000 investment.

Which performed better, QQQ or ZMUN?

Over the past year QQQ returned +21.77% vs +2.87% for ZMUN, so QQQ leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QQQ or ZMUN?

QQQ has been the more volatile fund at 21.9% annualized versus 0.5% for ZMUN.

Should I hold both QQQ and ZMUN?

QQQ and ZMUN have a monthly-return correlation of 0.02, 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 ZMUN?

QQQ yields 0.44% while ZMUN yields 3.25%, so ZMUN currently pays the higher dividend yield.

Is ZMUN better than QQQ?

QQQ has a lower expense ratio. QQQ led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.