QQQ vs SYFI

Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. SYFI offers more diversification with 366 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: SYFI

Side-by-Side Comparison

MetricQQQSYFIWinner
Expense Ratio0.18%0.40%
AUM$455.8B$924M
Dividend Yield0.41%5.29%
Holdings108568
YTD Return+17.27%+2.19%
1Y Return+28.64%+4.81%
3Y Return (annualized)+24.88%-
5Y Return (annualized)+14.86%-
Volatility (annualized)30.6%2.4%
Max Drawdown-83.0%-4.8%
Fund FamilyInvesco (US)AllianceBernstein L.P.
CategoryEquityFixed Income
InceptionMar 10, 1999Jun 10, 2024

QQQ vs SYFI Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and AB Short Duration High Yield ETF (SYFI) is a ETF from AllianceBernstein L.P.. Over the past year QQQ returned +28.64% while SYFI returned +4.81%. Year to date, QQQ is up 17.27% versus a gain of 2.19% for SYFI.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 2.4% for SYFI. 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 -4.8% for SYFI. 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 0.57. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

QQQ charges 0.18% per year while SYFI charges 0.40%. On a $10,000 position that is $18 vs $40 annually, a gap of $22 per year that compounds over a long holding period. On income, QQQ currently yields 0.41% against 5.29% for SYFI.

Holdings Overlap

0.0%overlap

QQQ and SYFI share 0 holdings out of 469 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 SYFI?

QQQ has an expense ratio of 0.18% while SYFI charges 0.40%. QQQ is the cheaper option. On a $10,000 investment, that is $22 per year of difference.

Which performed better, QQQ or SYFI?

Over the past year QQQ returned +28.64% vs +4.81% for SYFI, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), QQQ annualized +13.08% vs +6.48% for SYFI. Past performance does not guarantee future results.

Which is riskier, QQQ or SYFI?

QQQ has been the more volatile fund at 30.6% annualized versus 2.4% for SYFI. Worst drawdown: QQQ -83.0% vs SYFI -4.8%.

Should I hold both QQQ and SYFI?

QQQ and SYFI have a monthly-return correlation of 0.57, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and SYFI?

QQQ and SYFI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 469 unique securities.

Which pays a higher dividend, QQQ or SYFI?

QQQ yields 0.41% while SYFI yields 5.29%, so SYFI currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See inside every ETF you own
$29/moCancel anytime.
Try FundXLS →