QQQ vs XCCC

Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. XCCC offers more diversification with 165 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: XCCC

Side-by-Side Comparison

MetricQQQXCCCWinner
Expense Ratio0.18%0.40%
AUM$455.8B$273M
Dividend Yield0.41%9.95%
Holdings108188
YTD Return+12.48%-0.67%
1Y Return+22.35%+2.16%
3Y Return (annualized)+22.30%+9.02%
5Y Return (annualized)+14.24%-
Volatility (annualized)30.6%9.0%
Max Drawdown-83.0%-11.0%
Fund FamilyInvesco (US)BondBloxx
CategoryEquityFixed Income
InceptionMar 10, 1999May 24, 2022

QQQ vs XCCC Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and BondBloxx CCC Rated USD High Yield Corporate Bond ETF (XCCC) is a ETF from BondBloxx. Over the past year QQQ returned +22.35% while XCCC returned +2.16%. Year to date, QQQ is up 12.48% versus a loss of 0.67% for XCCC.

Over three years, QQQ compounded at +22.30% per year against +9.02% for XCCC. Across the full 4-year window we track, QQQ has the edge at +12.91% annualized vs +7.63%. 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 9.0% for XCCC. 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 -11.0% for XCCC. 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 XCCC 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 9.95% for XCCC.

Holdings Overlap

0.0%overlap

QQQ and XCCC share 0 holdings out of 268 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 XCCC?

QQQ has an expense ratio of 0.18% while XCCC 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 XCCC?

Over the past year QQQ returned +22.35% vs +2.16% for XCCC, so QQQ leads on 1-year performance. Over the longest common window we track (4 years), QQQ annualized +12.91% vs +7.63% for XCCC. Past performance does not guarantee future results.

Which is riskier, QQQ or XCCC?

QQQ has been the more volatile fund at 30.6% annualized versus 9.0% for XCCC. Worst drawdown: QQQ -83.0% vs XCCC -11.0%.

Should I hold both QQQ and XCCC?

QQQ and XCCC 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 XCCC?

QQQ and XCCC share 0 common holdings with a 0.0% weight overlap. Combined, they hold 268 unique securities.

Which pays a higher dividend, QQQ or XCCC?

QQQ yields 0.41% while XCCC yields 9.95%, so XCCC currently pays the higher dividend yield.

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