QQQ vs RSSB

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

MetricQQQRSSBWinner
Expense Ratio0.18%0.39%
AUM$455.8B$508M
Dividend Yield0.41%2.33%
Holdings1089
YTD Return+18.20%+10.59%
1Y Return+27.63%+17.51%
3Y Return (annualized)+25.54%-
5Y Return (annualized)+15.12%-
Volatility (annualized)30.6%13.9%
Max Drawdown-83.0%-16.2%
Fund FamilyInvesco (US)Return Stacked ETF
CategoryEquityAllocation/Balanced
InceptionMar 10, 1999Feb 7, 2023

QQQ vs RSSB Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Return Stacked Global Stocks & Bonds ETF (RSSB) is a ETF from Return Stacked ETF. Over the past year QQQ returned +27.63% while RSSB returned +17.51%. Year to date, QQQ is up 18.20% versus a gain of 10.59% for RSSB.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 13.9% for RSSB. 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 -83.0% for QQQ and -16.2% for RSSB. 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 0.73. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

QQQ charges 0.18% per year while RSSB charges 0.39%. On a $10,000 position that is $18 vs $39 annually, a gap of $21 per year that compounds over a long holding period. On income, QQQ currently yields 0.41% against 2.33% for RSSB.

Holdings Overlap

0.0%overlap

QQQ and RSSB share 0 holdings out of 106 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, QQQ or RSSB?

QQQ has an expense ratio of 0.18% while RSSB charges 0.39%. QQQ is the cheaper option. On a $10,000 investment, that is $21 per year of difference.

Which performed better, QQQ or RSSB?

Over the past year QQQ returned +27.63% vs +17.51% for RSSB, so QQQ leads on 1-year performance. Over the longest common window we track (3 years), QQQ annualized +13.11% vs +18.13% for RSSB. Past performance does not guarantee future results.

Which is riskier, QQQ or RSSB?

QQQ has been the more volatile fund at 30.6% annualized versus 13.9% for RSSB. Worst drawdown: QQQ -83.0% vs RSSB -16.2%.

Should I hold both QQQ and RSSB?

QQQ and RSSB have a monthly-return correlation of 0.73, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and RSSB?

QQQ and RSSB share 0 common holdings with a 0.0% weight overlap. Combined, they hold 106 unique securities.

Which pays a higher dividend, QQQ or RSSB?

QQQ yields 0.41% while RSSB yields 2.33%, so RSSB currently pays the higher dividend yield.

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