FCBD vs QQQ

Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 103 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: QQQ

Side-by-Side Comparison

MetricFCBDQQQWinner
Expense Ratio0.84%0.18%
AUM$40M$455.8B
Dividend Yield4.15%0.41%
Holdings8108
YTD Return+0.57%+18.20%
1Y Return+2.56%+27.63%
3Y Return (annualized)-+25.54%
5Y Return (annualized)-+15.12%
Volatility (annualized)2.0%30.6%
Max Drawdown-1.6%-83.0%
Fund FamilyFrontier Asset ManagementInvesco (US)
CategoryFixed IncomeEquity
InceptionDec 19, 2024Mar 10, 1999

FCBD vs QQQ Performance

Frontier Asset Core Bond ETF (FCBD) is a ETF from Frontier Asset Management and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year FCBD returned +2.56% while QQQ returned +27.63%. Year to date, FCBD is up 0.57% versus a gain of 18.20% for QQQ.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 2.0% for FCBD. 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 -1.6% for FCBD 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 0.13. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FCBD charges 0.84% per year while QQQ charges 0.18%. On a $10,000 position that is $84 vs $18 annually, a gap of $66 per year that compounds over a long holding period. On income, FCBD currently yields 4.15% against 0.41% for QQQ.

Holdings Overlap

0.0%overlap

FCBD and QQQ share 0 holdings out of 110 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, FCBD or QQQ?

FCBD has an expense ratio of 0.84% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $66 per year of difference.

Which performed better, FCBD or QQQ?

Over the past year FCBD returned +2.56% vs +27.63% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), FCBD annualized +4.09% vs +13.11% for QQQ. Past performance does not guarantee future results.

Which is riskier, FCBD or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 2.0% for FCBD. Worst drawdown: FCBD -1.6% vs QQQ -83.0%.

Should I hold both FCBD and QQQ?

FCBD and QQQ have a monthly-return correlation of 0.13, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FCBD and QQQ?

FCBD and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 110 unique securities.

Which pays a higher dividend, FCBD or QQQ?

FCBD yields 4.15% while QQQ yields 0.41%, so FCBD currently pays the higher dividend yield.

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