PSQA vs QQQ

Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 103 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: QQQ

Side-by-Side Comparison

MetricPSQAQQQWinner
Expense Ratio0.21%0.18%
AUM$147M$455.8B
Dividend Yield4.77%0.41%
Holdings90108
YTD Return+3.14%+17.27%
1Y Return+5.63%+28.64%
3Y Return (annualized)-+24.88%
5Y Return (annualized)-+14.86%
Volatility (annualized)1.2%30.6%
Max Drawdown-1.3%-83.0%
Fund FamilyPalmer Square Capital ManagementInvesco (US)
CategoryFixed IncomeEquity
InceptionSep 11, 2024Mar 10, 1999

PSQA vs QQQ Performance

Palmer Square CLO Senior Debt ETF (PSQA) is a ETF from Palmer Square Capital Management and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year PSQA returned +5.63% while QQQ returned +28.64%. Year to date, PSQA is up 3.14% versus a gain of 17.27% for QQQ.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 1.2% for PSQA. 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 -1.3% for PSQA 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

PSQA charges 0.21% per year while QQQ charges 0.18%. On a $10,000 position that is $21 vs $18 annually, a gap of $3 per year that compounds over a long holding period. On income, PSQA currently yields 4.77% against 0.41% for QQQ.

Holdings Overlap

0.0%overlap

PSQA and QQQ share 0 holdings out of 120 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, PSQA or QQQ?

PSQA has an expense ratio of 0.21% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $3 per year of difference.

Which performed better, PSQA or QQQ?

Over the past year PSQA returned +5.63% vs +28.64% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), PSQA annualized +5.75% vs +13.08% for QQQ. Past performance does not guarantee future results.

Which is riskier, PSQA or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 1.2% for PSQA. Worst drawdown: PSQA -1.3% vs QQQ -83.0%.

Should I hold both PSQA and QQQ?

PSQA 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 PSQA and QQQ?

PSQA and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 120 unique securities.

Which pays a higher dividend, PSQA or QQQ?

PSQA yields 4.77% while QQQ yields 0.41%, so PSQA currently pays the higher dividend yield.

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