FSLD vs QQQ

Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. FSLD offers more diversification with 231 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: FSLD

Side-by-Side Comparison

MetricFSLDQQQWinner
Expense Ratio0.20%0.18%
AUM$5M$455.8B
Dividend Yield4.40%0.41%
Holdings227108
YTD Return+2.46%+18.34%
1Y Return+2.96%+28.94%
3Y Return (annualized)+4.63%+25.28%
5Y Return (annualized)-+15.22%
Volatility (annualized)0.8%30.6%
Max Drawdown-0.6%-83.0%
Fund FamilyFidelity Investments (US)Invesco (US)
CategoryFixed IncomeEquity
InceptionApr 19, 2022Mar 10, 1999

FSLD vs QQQ Performance

Fidelity Sustainable Low Duration Bond ETF (FSLD) is a ETF from Fidelity Investments (US) and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year FSLD returned +2.96% while QQQ returned +28.94%. Year to date, FSLD is up 2.46% versus a gain of 18.34% for QQQ.

Over three years, FSLD compounded at +4.63% per year against +25.28% for QQQ. Across the full 4-year window we track, QQQ has the edge at +13.12% annualized vs +4.04%. 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 0.8% for FSLD. 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 -0.6% for FSLD 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 0.26. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FSLD charges 0.20% per year while QQQ charges 0.18%. On a $10,000 position that is $20 vs $18 annually, a gap of $2 per year that compounds over a long holding period. On income, FSLD currently yields 4.40% against 0.41% for QQQ.

Holdings Overlap

0.0%overlap

FSLD and QQQ share 0 holdings out of 334 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, FSLD or QQQ?

FSLD has an expense ratio of 0.20% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $2 per year of difference.

Which performed better, FSLD or QQQ?

Over the past year FSLD returned +2.96% vs +28.94% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (4 years), FSLD annualized +4.04% vs +13.12% for QQQ. Past performance does not guarantee future results.

Which is riskier, FSLD or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 0.8% for FSLD. Worst drawdown: FSLD -0.6% vs QQQ -83.0%.

Should I hold both FSLD and QQQ?

FSLD and QQQ have a monthly-return correlation of 0.26, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FSLD and QQQ?

FSLD and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 334 unique securities.

Which pays a higher dividend, FSLD or QQQ?

FSLD yields 4.40% while QQQ yields 0.41%, so FSLD currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See inside every ETF you own
$29/moCancel anytime.
Try FundXLS →