AVGB vs QQQ

AVGB vs QQQ

Which is better, AVGB or QQQ?

Investment Grade Bond against Large Cap Growth.

QQQ has a lower expense ratio. QQQ led over 1Y and the full window.

Lower Fees: QQQHigher Returns: QQQ

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricAVGBQQQ
Expense Ratio0.19%0.18%Best
AUM$65M$506.1B
Dividend Yield3.69%0.42%
Holdings321321
YTD Return-0.13%+19.30%Best
1Y Return+0.51%+22.47%Best
3Y Return (annualized)-+26.18%
5Y Return (annualized)-+15.42%
Volatility (annualized)2.8%Best19.3%
Max Drawdown-2.4%Best-12.0%
$10,000 over 1.5 years$10,554$16,572Best
Fund FamilyAvantis InvestorsInvesco (US)
CategoryFixed IncomeEquity
StyleInvestment Grade BondLarge Cap Growth
InceptionApr 15, 2025Mar 10, 1999

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.5 years row, are measured over the window both funds cover: Apr 17, 2025 to Oct 14, 2026 (1.5 years).

AVGB vs QQQ growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

AVGB vs QQQ Performance

Avantis Credit ETF (AVGB) is an ETF from Avantis Investors and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year AVGB returned +0.51% while QQQ returned +22.47%. Year to date, AVGB is down 0.13% versus a gain of 19.30% for QQQ.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 19.3% compared with 2.8% for AVGB. 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 -2.4% for AVGB and -12.0% for QQQ. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.39. They move together some of the time, and apart the rest.

Fees and Cost Over Time

AVGB charges 0.19% per year while QQQ charges 0.18%. On a $10,000 position that is $19 vs $18 annually, a gap of $1 per year that compounds over a long holding period. On income, AVGB currently yields 3.69% against 0.42% for QQQ.

Holdings Overlap

We hold position weights for 93 holdings in AVGB and 101 in QQQ, totalling 58.5% and 99.6% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 93 positions we hold weights for in AVGB and 101 in QQQ, against full books of 321 and 321.

You are not choosing between two funds in isolation.

Whichever of AVGB and QQQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

AVGBQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, AVGB or QQQ?

AVGB has an expense ratio of 0.19% while QQQ charges 0.18%. QQQ is the cheaper option, by $1 a year on a $10,000 investment.

Which performed better, AVGB or QQQ?

Over the past year AVGB returned +0.51% vs +22.47% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), AVGB annualized +3.66% vs +40.04% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, AVGB or QQQ?

QQQ has been the more volatile fund at 19.3% annualized versus 2.8% for AVGB. Worst drawdown: AVGB -2.4% vs QQQ -12.0%.

Should I hold both AVGB and QQQ?

AVGB and QQQ have a monthly-return correlation of 0.39, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, AVGB or QQQ?

AVGB yields 3.69% while QQQ yields 0.42%, so AVGB currently pays the higher dividend yield.

Is QQQ better than AVGB?

QQQ has a lower expense ratio. QQQ led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.