MUSE vs QQQ

Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. MUSE offers more diversification with 144 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: MUSE

Side-by-Side Comparison

MetricMUSEQQQWinner
Expense Ratio0.56%0.18%
AUM$40M$455.8B
Dividend Yield7.67%0.41%
Holdings260108
YTD Return+1.98%+14.45%
1Y Return+4.80%+24.70%
3Y Return (annualized)-+24.19%
5Y Return (annualized)-+14.49%
Volatility (annualized)3.0%30.6%
Max Drawdown-3.6%-83.0%
Fund FamilyTCW ETFsInvesco (US)
CategoryFixed IncomeEquity
InceptionNov 15, 2024Mar 10, 1999

MUSE vs QQQ Performance

TCW Multisector Credit Income ETF (MUSE) is a ETF from TCW ETFs and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year MUSE returned +4.80% while QQQ returned +24.70%. Year to date, MUSE is up 1.98% versus a gain of 14.45% for QQQ.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 3.0% for MUSE. 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 -3.6% for MUSE 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 0.74. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

MUSE charges 0.56% per year while QQQ charges 0.18%. On a $10,000 position that is $56 vs $18 annually, a gap of $38 per year that compounds over a long holding period. On income, MUSE currently yields 7.67% against 0.41% for QQQ.

Holdings Overlap

0.0%overlap

MUSE and QQQ share 0 holdings out of 247 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, MUSE or QQQ?

MUSE has an expense ratio of 0.56% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $38 per year of difference.

Which performed better, MUSE or QQQ?

Over the past year MUSE returned +4.80% vs +24.70% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), MUSE annualized +6.21% vs +12.98% for QQQ. Past performance does not guarantee future results.

Which is riskier, MUSE or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 3.0% for MUSE. Worst drawdown: MUSE -3.6% vs QQQ -83.0%.

Should I hold both MUSE and QQQ?

MUSE and QQQ have a monthly-return correlation of 0.74, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between MUSE and QQQ?

MUSE and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 247 unique securities.

Which pays a higher dividend, MUSE or QQQ?

MUSE yields 7.67% while QQQ yields 0.41%, so MUSE currently pays the higher dividend yield.

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