BBBS vs QQQ
BondBloxx BBB Rated 1-5 Year Corporate Bond ETF vs Invesco QQQ Trust, Series 1
Which is better, BBBS or QQQ?
Short Term Mid Quality against Large Cap Growth.
QQQ has a lower expense ratio. QQQ led over 1Y and the full window.
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
| Metric | BBBS | QQQ |
|---|---|---|
| Expense Ratio | 0.19% | 0.18%Best |
| AUM | $170M | $506.1B |
| Dividend Yield | 4.67% | 0.42% |
| Holdings | 1,353 | 321 |
| YTD Return | -0.21% | +19.30%Best |
| 1Y Return | +0.58% | +22.47%Best |
| 3Y Return (annualized) | - | +26.18% |
| 5Y Return (annualized) | - | +15.42% |
| Volatility (annualized) | 2.2%Best | 17.0% |
| Max Drawdown | -1.9%Best | -22.8% |
| $10,000 over 2.7 years | $11,166 | $17,278Best |
| Fund Family | BondBloxx | Invesco (US) |
| Category | Fixed Income | Equity |
| Style | Short Term Mid Quality | Large Cap Growth |
| Inception | Jan 16, 2024 | Mar 10, 1999 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.7 years row, are measured over the window both funds cover: Jan 25, 2024 to Oct 14, 2026 (2.7 years).
BBBS 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 covers the 2.7 years both funds cover.
BBBS vs QQQ Performance
BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) is an ETF from BondBloxx and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year BBBS returned +0.58% while QQQ returned +22.47%. Year to date, BBBS is down 0.21% 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 17.0% compared with 2.2% for BBBS. 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 -1.9% for BBBS and -22.8% 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 0.19. They move largely independently of each other.
Fees and Cost Over Time
BBBS 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, BBBS currently yields 4.67% against 0.42% for QQQ.
Holdings Overlap
At least 0.9% of QQQ's money is in holdings BBBS also owns.
Stated as a floor: for BBBS, our book for it covers 69.9% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
We cannot see either book well enough to say how much of this pair is duplicated.
2 positions in common, counted across the 886 positions we hold weights for in BBBS and 101 in QQQ, against full books of 1,353 and 321.
You are not choosing between two funds in isolation.
Whichever of BBBS and QQQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BBBS or QQQ?
BBBS 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, BBBS or QQQ?
Over the past year BBBS returned +0.58% vs +22.47% for QQQ, so QQQ leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BBBS or QQQ?
QQQ has been the more volatile fund at 17.0% annualized versus 2.2% for BBBS. Worst drawdown: BBBS -1.9% vs QQQ -22.8%.
Should I hold both BBBS and QQQ?
BBBS and QQQ have a monthly-return correlation of 0.19, 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, BBBS or QQQ?
BBBS yields 4.67% while QQQ yields 0.42%, so BBBS currently pays the higher dividend yield.
Is QQQ better than BBBS?
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.