QQQ vs SLWS

Quick Verdict

QQQ has a lower expense ratio. SLWS offers more diversification with 108 holdings.

Lower Fees: QQQHigher Returns: TiedMore Diversified: SLWS

Side-by-Side Comparison

MetricQQQSLWSWinner
Expense Ratio0.18%0.42%
AUM$455.8B$386M
Dividend Yield0.41%3.68%
Holdings108194
YTD Return+17.27%+2.52%
1Y Return+28.64%-
3Y Return (annualized)+24.88%-
5Y Return (annualized)+14.86%-
Volatility (annualized)30.6%-
Max Drawdown-83.0%-0.7%
Fund FamilyInvesco (US)WisdomTree Investments
CategoryEquityFixed Income
InceptionMar 10, 1999Dec 19, 2024

QQQ vs SLWS Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and SLW Short Duration Income ETF (SLWS) is a ETF from WisdomTree Investments. Year to date, QQQ is up 17.27% versus a gain of 2.52% for SLWS.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -83.0% for QQQ and -0.7% for SLWS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

QQQ charges 0.18% per year while SLWS charges 0.42%. On a $10,000 position that is $18 vs $42 annually, a gap of $24 per year that compounds over a long holding period. On income, QQQ currently yields 0.41% against 3.68% for SLWS.

Holdings Overlap

0.0%overlap

QQQ and SLWS share 0 holdings out of 211 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 SLWS?

QQQ has an expense ratio of 0.18% while SLWS charges 0.42%. QQQ is the cheaper option. On a $10,000 investment, that is $24 per year of difference.

What is the holdings overlap between QQQ and SLWS?

QQQ and SLWS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 211 unique securities.

Which pays a higher dividend, QQQ or SLWS?

QQQ yields 0.41% while SLWS yields 3.68%, so SLWS currently pays the higher dividend yield.

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