EMTL vs QQQ

Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. EMTL offers more diversification with 114 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: EMTL

Side-by-Side Comparison

MetricEMTLQQQWinner
Expense Ratio0.65%0.18%
AUM$67M$455.8B
Dividend Yield4.95%0.41%
Holdings119108
YTD Return-1.71%+18.34%
1Y Return+1.23%+28.94%
3Y Return (annualized)+5.65%+25.28%
5Y Return (annualized)+1.03%+15.22%
Volatility (annualized)7.1%30.6%
Max Drawdown-22.9%-83.0%
Fund FamilyState Street Investment ManagementInvesco (US)
CategoryFixed IncomeEquity
InceptionApr 13, 2016Mar 10, 1999

EMTL vs QQQ Performance

State Street DoubleLine Emerging Markets Fixed Income ETF (EMTL) is a ETF from State Street Investment Management and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year EMTL returned +1.23% while QQQ returned +28.94%. Year to date, EMTL is down 1.71% versus a gain of 18.34% for QQQ.

Over three years, EMTL compounded at +5.65% per year against +25.28% for QQQ; over five years the annualized figures are +1.03% and +15.22% respectively. Across the full 10-year window we track, QQQ has the edge at +13.12% annualized vs +3.11%. 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 7.1% for EMTL. 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 -22.9% for EMTL and -83.0% for QQQ. 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 0.57. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

EMTL charges 0.65% per year while QQQ charges 0.18%. On a $10,000 position that is $65 vs $18 annually, a gap of $47 per year that compounds over a long holding period. On income, EMTL currently yields 4.95% against 0.41% for QQQ.

Holdings Overlap

0.0%overlap

EMTL and QQQ share 0 holdings out of 217 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, EMTL or QQQ?

EMTL has an expense ratio of 0.65% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $47 per year of difference.

Which performed better, EMTL or QQQ?

Over the past year EMTL returned +1.23% vs +28.94% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (10 years), EMTL annualized +3.11% vs +13.12% for QQQ. Past performance does not guarantee future results.

Which is riskier, EMTL or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 7.1% for EMTL. Worst drawdown: EMTL -22.9% vs QQQ -83.0%.

Should I hold both EMTL and QQQ?

EMTL and QQQ have a monthly-return correlation of 0.57, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EMTL and QQQ?

EMTL and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 217 unique securities.

Which pays a higher dividend, EMTL or QQQ?

EMTL yields 4.95% while QQQ yields 0.41%, so EMTL currently pays the higher dividend yield.

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