MIN vs QQQ
MIN vs QQQ
Aberdeen Intermediate Income Fund vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. MIN offers more diversification with 149 holdings.
Side-by-Side Comparison
| Metric | MIN | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.64% | 0.18% | |
| AUM | $297M | $455.8B | |
| Dividend Yield | 8.84% | 0.41% | |
| Holdings | 219 | 108 | |
| YTD Return | -2.77% | +14.45% | |
| 1Y Return | -2.32% | +24.70% | |
| 3Y Return (annualized) | +4.73% | +24.19% | |
| 5Y Return (annualized) | +0.28% | +14.49% | |
| Volatility (annualized) | 7.5% | 30.6% | |
| Max Drawdown | -57.9% | -83.0% | |
| Fund Family | Aberdeen Asset Management | Invesco (US) | |
| Category | Fixed Income | Equity | |
| Inception | Mar 17, 1988 | Mar 10, 1999 |
MIN vs QQQ Performance
Aberdeen Intermediate Income Fund (MIN) is a ETF from Aberdeen Asset Management and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year MIN returned -2.32% while QQQ returned +24.70%. Year to date, MIN is down 2.77% versus a gain of 14.45% for QQQ.
Over three years, MIN compounded at +4.73% per year against +24.19% for QQQ; over five years the annualized figures are +0.28% and +14.49% respectively. Across the full 27-year window we track, QQQ has the edge at +12.98% annualized vs -1.62%. 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 7.5% for MIN. 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 -57.9% for MIN 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 0.03. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
MIN charges 0.64% per year while QQQ charges 0.18%. On a $10,000 position that is $64 vs $18 annually, a gap of $46 per year that compounds over a long holding period. On income, MIN currently yields 8.84% against 0.41% for QQQ.
Holdings Overlap
MIN and QQQ share 0 holdings out of 252 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, MIN or QQQ?
MIN has an expense ratio of 0.64% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $46 per year of difference.
Which performed better, MIN or QQQ?
Over the past year MIN returned -2.32% vs +24.70% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (27 years), MIN annualized -1.62% vs +12.98% for QQQ. Past performance does not guarantee future results.
Which is riskier, MIN or QQQ?
QQQ has been the more volatile fund at 30.6% annualized versus 7.5% for MIN. Worst drawdown: MIN -57.9% vs QQQ -83.0%.
Should I hold both MIN and QQQ?
MIN and QQQ have a monthly-return correlation of 0.03, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between MIN and QQQ?
MIN and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 252 unique securities.
Which pays a higher dividend, MIN or QQQ?
MIN yields 8.84% while QQQ yields 0.41%, so MIN currently pays the higher dividend yield.
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