QBIG vs QQQ
Invesco Top QQQ ETF vs Invesco QQQ Trust, Series 1
Which is better, QBIG or QQQ?
QQQ has been ahead.
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 | QBIG | QQQ |
|---|---|---|
| Expense Ratio | 0.29% | 0.18%Best |
| AUM | $34M | $506.1B |
| Dividend Yield | 0.00% | 0.42% |
| Holdings | 17 | 321 |
| YTD Return | +10.63% | +19.30%Best |
| 1Y Return | +13.23% | +22.47%Best |
| 3Y Return (annualized) | - | +26.18% |
| 5Y Return (annualized) | - | +15.42% |
| Volatility (annualized) | 23.6% | 19.3%Best |
| Max Drawdown | -30.3% | -22.8%Best |
| $10,000 over 1.9 years | $13,866 | $14,178Best |
| Fund Family | Invesco (US) | Invesco (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Dec 4, 2024 | Mar 10, 1999 |
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).
QBIG 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 1.9 years both funds cover.
QBIG vs QQQ Performance
Invesco Top QQQ ETF (QBIG) is an ETF from Invesco (US) and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year QBIG returned +13.23% while QQQ returned +22.47%. Year to date, QBIG is up 10.63% versus a gain of 19.30% for QQQ.
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 19.3% for QQQ. 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 -30.3% for QBIG 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 0.84. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
QBIG charges 0.29% per year while QQQ charges 0.18%. On a $10,000 position that is $29 vs $18 annually, a gap of $11 per year that compounds over a long holding period. On income, QBIG currently yields 0.00% against 0.42% for QQQ.
Holdings Overlap
At least 36.8% of QQQ's money is in holdings QBIG also owns.
Stated as a floor: for QBIG, our book for it covers 87.6% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
The two portfolios partly overlap.
8 positions in common, counted across the 9 positions we hold weights for in QBIG and 101 in QQQ, against full books of 17 and 321.
Top Shared Holdings
36.8% of QQQ is already inside QBIG.
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, QBIG or QQQ?
QBIG has an expense ratio of 0.29% while QQQ charges 0.18%. QQQ is the cheaper option, by $11 a year on a $10,000 investment.
Which performed better, QBIG or QQQ?
Over the past year QBIG returned +13.23% vs +22.47% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), QBIG annualized +18.77% vs +20.17% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, QBIG or QQQ?
QBIG has been the more volatile fund at 23.6% annualized versus 19.3% for QQQ. Worst drawdown: QBIG -30.3% vs QQQ -22.8%.
Should I hold both QBIG and QQQ?
QBIG and QQQ have a monthly-return correlation of 0.84, 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 QBIG and QQQ?
At least 36.8% of QQQ's money is in holdings QBIG also owns. Our book for QBIG is partial, so the real figure is this or higher. They hold 8 positions in common, counted across the 9 positions we hold weights for in QBIG and 101 in QQQ.
Which pays a higher dividend, QBIG or QQQ?
QBIG yields 0.00% while QQQ yields 0.42%, so QQQ currently pays the higher dividend yield.
Is QQQ better than QBIG?
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.