KORP vs QQQ

Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. KORP offers more diversification with 169 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: KORP

Side-by-Side Comparison

MetricKORPQQQWinner
Expense Ratio0.29%0.18%
AUM$878M$455.8B
Dividend Yield5.08%0.41%
Holdings358108
YTD Return-0.10%+14.45%
1Y Return+2.35%+24.70%
3Y Return (annualized)+5.47%+24.19%
5Y Return (annualized)+1.32%+14.49%
Volatility (annualized)5.6%30.6%
Max Drawdown-14.9%-83.0%
Fund FamilyAmerican Century InvestmentsInvesco (US)
CategoryFixed IncomeEquity
InceptionJan 11, 2018Mar 10, 1999

KORP vs QQQ Performance

American Century Diversified Corporate Bond ETF (KORP) is a ETF from American Century Investments and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year KORP returned +2.35% while QQQ returned +24.70%. Year to date, KORP is down 0.10% versus a gain of 14.45% for QQQ.

Over three years, KORP compounded at +5.47% per year against +24.19% for QQQ; over five years the annualized figures are +1.32% and +14.49% respectively. Across the full 9-year window we track, QQQ has the edge at +12.98% annualized vs +1.52%. 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 5.6% for KORP. 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 -14.9% for KORP 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 0.59. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

KORP charges 0.29% per year while QQQ charges 0.18%. On a $10,000 position that is $29 vs $18 annually, a gap of $11 per year that compounds over a long holding period. On income, KORP currently yields 5.08% against 0.41% for QQQ.

Holdings Overlap

0.0%overlap

KORP and QQQ share 0 holdings out of 272 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, KORP or QQQ?

KORP has an expense ratio of 0.29% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $11 per year of difference.

Which performed better, KORP or QQQ?

Over the past year KORP returned +2.35% vs +24.70% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (9 years), KORP annualized +1.52% vs +12.98% for QQQ. Past performance does not guarantee future results.

Which is riskier, KORP or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 5.6% for KORP. Worst drawdown: KORP -14.9% vs QQQ -83.0%.

Should I hold both KORP and QQQ?

KORP and QQQ have a monthly-return correlation of 0.59, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between KORP and QQQ?

KORP and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 272 unique securities.

Which pays a higher dividend, KORP or QQQ?

KORP yields 5.08% while QQQ yields 0.41%, so KORP currently pays the higher dividend yield.

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