QQQ vs STOT
QQQ vs STOT
Invesco QQQ Trust, Series 1 vs State Street DoubleLine Short Duration Total Return Tactical ETF
Quick Verdict
QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. STOT offers more diversification with 467 holdings.
Side-by-Side Comparison
| Metric | QQQ | STOT | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.45% | |
| AUM | $455.8B | $499M | |
| Dividend Yield | 0.41% | 4.40% | |
| Holdings | 108 | 536 | |
| YTD Return | +17.27% | -1.03% | |
| 1Y Return | +28.64% | +1.03% | |
| 3Y Return (annualized) | +24.88% | +4.23% | |
| 5Y Return (annualized) | +14.86% | +2.27% | |
| Volatility (annualized) | 30.6% | 2.1% | |
| Max Drawdown | -83.0% | -6.1% | |
| Fund Family | Invesco (US) | State Street Investment Management | |
| Category | Equity | Fixed Income | |
| Inception | Mar 10, 1999 | Apr 13, 2016 |
QQQ vs STOT Performance
Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) is a ETF from State Street Investment Management. Over the past year QQQ returned +28.64% while STOT returned +1.03%. Year to date, QQQ is up 17.27% versus a loss of 1.03% for STOT.
Over three years, QQQ compounded at +24.88% per year against +4.23% for STOT; over five years the annualized figures are +14.86% and +2.27% respectively. Across the full 10-year window we track, QQQ has the edge at +13.08% annualized vs +2.16%. 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 2.1% for STOT. 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 -6.1% for STOT. 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 0.41. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
QQQ charges 0.18% per year while STOT charges 0.45%. On a $10,000 position that is $18 vs $45 annually, a gap of $27 per year that compounds over a long holding period. On income, QQQ currently yields 0.41% against 4.40% for STOT.
Holdings Overlap
QQQ and STOT share 0 holdings out of 570 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 STOT?
QQQ has an expense ratio of 0.18% while STOT charges 0.45%. QQQ is the cheaper option. On a $10,000 investment, that is $27 per year of difference.
Which performed better, QQQ or STOT?
Over the past year QQQ returned +28.64% vs +1.03% for STOT, so QQQ leads on 1-year performance. Over the longest common window we track (10 years), QQQ annualized +13.08% vs +2.16% for STOT. Past performance does not guarantee future results.
Which is riskier, QQQ or STOT?
QQQ has been the more volatile fund at 30.6% annualized versus 2.1% for STOT. Worst drawdown: QQQ -83.0% vs STOT -6.1%.
Should I hold both QQQ and STOT?
QQQ and STOT have a monthly-return correlation of 0.41, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between QQQ and STOT?
QQQ and STOT share 0 common holdings with a 0.0% weight overlap. Combined, they hold 570 unique securities.
Which pays a higher dividend, QQQ or STOT?
QQQ yields 0.41% while STOT yields 4.40%, so STOT currently pays the higher dividend yield.
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