BDGS vs QQQ
Bridges Capital Tactical ETF vs Invesco QQQ Trust, Series 1
Which is better, BDGS or QQQ?
QQQ has been ahead.
QQQ has a lower expense ratio. QQQ led over 1Y, 3Y and the full window. QQQ is less concentrated, with 46.7% of the fund in its ten largest positions against 84.9%.
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 | BDGS | QQQ |
|---|---|---|
| Expense Ratio | 0.87% | 0.18%Best |
| AUM | $43M | $506.1B |
| Dividend Yield | 0.50% | 0.42% |
| Holdings | 20 | 321 |
| YTD Return | +8.92% | +19.30%Best |
| 1Y Return | +10.33% | +22.47%Best |
| 3Y Return (annualized) | +14.92% | +26.18%Best |
| 5Y Return (annualized) | - | +15.42% |
| Volatility (annualized) | 7.4%Best | 17.0% |
| Max Drawdown | -9.1%Best | -22.8% |
| $10,000 over 3.4 years | $15,455 | $22,642Best |
| Top 10 Weight | 84.9% | 46.7%Best |
| Fund Family | Bridges Capital | Invesco (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | May 10, 2023 | Mar 10, 1999 |
Volatility and max drawdown, and the $10,000 over 3.4 years row, are measured over the window both funds cover: May 11, 2023 to Oct 14, 2026 (3.4 years).
BDGS 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 3.4 years both funds cover.
BDGS vs QQQ Performance
Bridges Capital Tactical ETF (BDGS) is an ETF from Bridges Capital and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year BDGS returned +10.33% while QQQ returned +22.47%. Year to date, BDGS is up 8.92% versus a gain of 19.30% for QQQ.
Over three years, BDGS compounded at +14.92% per year against +26.18% 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 7.4% for BDGS. 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 -9.1% for BDGS 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 0.71. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BDGS charges 0.87% per year while QQQ charges 0.18%. On a $10,000 position that is $87 vs $18 annually, a gap of $69 per year that compounds over a long holding period. On income, BDGS currently yields 0.50% against 0.42% for QQQ.
Holdings Overlap
34.3% of BDGS's money is in holdings QQQ also owns. 51.7% of QQQ's money is in holdings BDGS also owns.
The two portfolios partly overlap.
13 positions in common, counted across the 18 positions we hold weights for in BDGS and 101 in QQQ, against full books of 20 and 321.
What only one of them owns
Measured across the 18 and 101 positions we hold weights for.
QQQ holds 80 positions BDGS does not, 44.6% of the fund.
Largest: GOOGL 3.05%, SPCX 2.70%, WMT 2.11%, PLTR 1.80%, CSCO 1.77%
Top Shared Holdings
| Stock | Weight in BDGS | Weight in QQQ | Difference |
|---|---|---|---|
| AAPLApple, Inc | 2.18% | 7.35% | 5.17% |
| NVDANvidia Corp | 1.03% | 8.33% | 7.30% |
| MSFTMicrosoft Corp | 2.02% | 5.76% | 3.74% |
| MUMicron Technology, Inc. | 2.35% | 5.02% | 2.67% |
| METAMeta Platforms Inc | 3.74% | 3.26% | 0.48% |
| AMZNAmazon.Com Inc | 2.89% | 4.07% | 1.18% |
| AMDAdvanced Micro Devices Inc | 2.43% | 4.17% | 1.74% |
| TSLATesla Inc | 3.13% | 2.82% | 0.31% |
| GOOGAlphabet Inc. C | 2.92% | 2.85% | 0.07% |
| AVGOBroadcom Inc | 2.93% | 2.53% | 0.40% |
51.7% of QQQ is already inside BDGS.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BDGS or QQQ?
BDGS has an expense ratio of 0.87% while QQQ charges 0.18%. QQQ is the cheaper option, by $69 a year on a $10,000 investment.
Which performed better, BDGS or QQQ?
Over the past year BDGS returned +10.33% 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, BDGS or QQQ?
QQQ has been the more volatile fund at 17.0% annualized versus 7.4% for BDGS. Worst drawdown: BDGS -9.1% vs QQQ -22.8%.
Should I hold both BDGS and QQQ?
BDGS and QQQ have a monthly-return correlation of 0.71, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between BDGS and QQQ?
51.7% of QQQ's money is in holdings BDGS also owns. 51.7% of QQQ's is in holdings BDGS also owns. They hold 13 positions in common, counted across the 18 positions we hold weights for in BDGS and 101 in QQQ.
Which pays a higher dividend, BDGS or QQQ?
BDGS yields 0.50% while QQQ yields 0.42%, so BDGS currently pays the higher dividend yield.
Is QQQ better than BDGS?
QQQ has a lower expense ratio. QQQ led over 1Y, 3Y and the full window. QQQ is less concentrated, with 46.7% of the fund in its ten largest positions against 84.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.