ISD vs QQQ

Quick Verdict

QQQ delivered stronger 1-year returns. ISD offers more diversification with 609 holdings.

Lower Fees: TiedHigher Returns: QQQMore Diversified: ISD

Side-by-Side Comparison

MetricISDQQQWinner
Expense Ratio-0.18%
AUM$468M$455.8B
Dividend Yield9.19%0.41%
Holdings780108
YTD Return-8.93%+18.34%
1Y Return-4.35%+28.94%
3Y Return (annualized)+10.59%+25.28%
5Y Return (annualized)+4.25%+15.22%
Volatility (annualized)12.2%30.6%
Max Drawdown-54.3%-83.0%
Fund FamilyPGIM InvestmentsInvesco (US)
CategoryFixed IncomeEquity
InceptionApr 26, 2012Mar 10, 1999

ISD vs QQQ Performance

PGIM High Yield Bond Fund, Inc (ISD) is a ETF from PGIM Investments and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year ISD returned -4.35% while QQQ returned +28.94%. Year to date, ISD is down 8.93% versus a gain of 18.34% for QQQ.

Over three years, ISD compounded at +10.59% per year against +25.28% for QQQ; over five years the annualized figures are +4.25% and +15.22% respectively. Across the full 14-year window we track, QQQ has the edge at +13.12% annualized vs +0.33%. 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 12.2% for ISD. 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 -54.3% for ISD 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.

Holdings Overlap

0.0%overlap

ISD and QQQ share 0 holdings out of 712 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which performed better, ISD or QQQ?

Over the past year ISD returned -4.35% vs +28.94% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (14 years), ISD annualized +0.33% vs +13.12% for QQQ. Past performance does not guarantee future results.

Which is riskier, ISD or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 12.2% for ISD. Worst drawdown: ISD -54.3% vs QQQ -83.0%.

Should I hold both ISD and QQQ?

ISD 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 ISD and QQQ?

ISD and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 712 unique securities.

Which pays a higher dividend, ISD or QQQ?

ISD yields 9.19% while QQQ yields 0.41%, so ISD currently pays the higher dividend yield.

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