QQQ vs TUSB

Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. TUSB offers more diversification with 239 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: TUSB

Side-by-Side Comparison

MetricQQQTUSBWinner
Expense Ratio0.18%0.20%
AUM$455.8B$221M
Dividend Yield0.41%4.63%
Holdings108446
YTD Return+14.45%+2.47%
1Y Return+24.70%+4.53%
3Y Return (annualized)+24.19%-
5Y Return (annualized)+14.49%-
Volatility (annualized)30.6%0.7%
Max Drawdown-83.0%-0.5%
Fund FamilyInvesco (US)Thrivent Funds
CategoryEquityFixed Income
InceptionMar 10, 1999Feb 19, 2025

QQQ vs TUSB Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Thrivent Ultra Short Bond ETF (TUSB) is a ETF from Thrivent Funds. Over the past year QQQ returned +24.70% while TUSB returned +4.53%. Year to date, QQQ is up 14.45% versus a gain of 2.47% for TUSB.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 0.7% for TUSB. 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 -0.5% for TUSB. 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 0.37. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

QQQ charges 0.18% per year while TUSB charges 0.20%. On a $10,000 position that is $18 vs $20 annually, a gap of $2 per year that compounds over a long holding period. On income, QQQ currently yields 0.41% against 4.63% for TUSB.

Holdings Overlap

0.0%overlap

QQQ and TUSB share 0 holdings out of 342 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 TUSB?

QQQ has an expense ratio of 0.18% while TUSB charges 0.20%. QQQ is the cheaper option. On a $10,000 investment, that is $2 per year of difference.

Which performed better, QQQ or TUSB?

Over the past year QQQ returned +24.70% vs +4.53% for TUSB, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), QQQ annualized +12.98% vs +4.66% for TUSB. Past performance does not guarantee future results.

Which is riskier, QQQ or TUSB?

QQQ has been the more volatile fund at 30.6% annualized versus 0.7% for TUSB. Worst drawdown: QQQ -83.0% vs TUSB -0.5%.

Should I hold both QQQ and TUSB?

QQQ and TUSB have a monthly-return correlation of 0.37, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and TUSB?

QQQ and TUSB share 0 common holdings with a 0.0% weight overlap. Combined, they hold 342 unique securities.

Which pays a higher dividend, QQQ or TUSB?

QQQ yields 0.41% while TUSB yields 4.63%, so TUSB currently pays the higher dividend yield.

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