IBBQ vs QBIG

IBBQ vs QBIG

Which is better, IBBQ or QBIG?

IBBQ has been ahead.

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

Lower Fees: IBBQHigher Returns: IBBQ

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

MetricIBBQQBIG
Expense Ratio0.19%Best0.29%
AUM$108M$34M
Dividend Yield1.11%0.00%
Holdings26017
YTD Return+20.66%Best+10.63%
1Y Return+35.34%Best+13.23%
3Y Return (annualized)+20.91%-
5Y Return (annualized)+7.41%-
Volatility (annualized)16.6%Best23.6%
Max Drawdown-19.3%Best-30.3%
$10,000 over 1.9 years$15,194Best$13,866
Fund FamilyInvesco (US)Invesco (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionJun 11, 2021Dec 4, 2024

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Dec 4, 2024 to Oct 14, 2026 (1.9 years).

IBBQ vs QBIG 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 1.9 years both funds cover.

Compare IBBQ against instead:IBBQ vs SPYIBBQ vs QQQIBBQ vs VOOIBBQ vs VTIQBIG against:QBIG vs VXUS

IBBQ vs QBIG Performance

Invesco Nasdaq Biotechnology ETF (IBBQ) is an ETF from Invesco (US) and Invesco Top QQQ ETF (QBIG) is an ETF from Invesco (US). Over the past year IBBQ returned +35.34% while QBIG returned +13.23%. Year to date, IBBQ is up 20.66% versus a gain of 10.63% for QBIG.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QBIG has been the more volatile fund, with annualized monthly volatility of 23.6% compared with 16.6% for IBBQ. 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 -19.3% for IBBQ and -30.3% for QBIG. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.07. They move largely independently of each other.

Fees and Cost Over Time

IBBQ charges 0.19% per year while QBIG charges 0.29%. On a $10,000 position that is $19 vs $29 annually, a gap of $10 per year that compounds over a long holding period. On income, IBBQ currently yields 1.11% against 0.00% for QBIG.

Holdings Overlap

We hold position weights for 252 holdings in IBBQ and 9 in QBIG, totalling 100.0% and 87.6% 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 252 positions we hold weights for in IBBQ and 9 in QBIG, against full books of 260 and 17.

You are not choosing between two funds in isolation.

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

IBBQQBIG

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IBBQ or QBIG?

IBBQ has an expense ratio of 0.19% while QBIG charges 0.29%. IBBQ is the cheaper option, by $10 a year on a $10,000 investment.

Which performed better, IBBQ or QBIG?

Over the past year IBBQ returned +35.34% vs +13.23% for QBIG, so IBBQ leads on 1-year performance. Over the longest common window we track (2 years), IBBQ annualized +24.63% vs +18.77% for QBIG. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IBBQ or QBIG?

QBIG has been the more volatile fund at 23.6% annualized versus 16.6% for IBBQ. Worst drawdown: IBBQ -19.3% vs QBIG -30.3%.

Should I hold both IBBQ and QBIG?

IBBQ and QBIG have a monthly-return correlation of 0.07, 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, IBBQ or QBIG?

IBBQ yields 1.11% while QBIG yields 0.00%, so IBBQ currently pays the higher dividend yield.

Is QBIG better than IBBQ?

IBBQ has a lower expense ratio. IBBQ 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.