ABXB vs QQQ

ABXB vs QQQ

Which is better, ABXB or QQQ?

QQQ has been ahead.

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y 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

MetricABXBQQQ
Expense Ratio0.62%0.18%Best
AUM$2M$483.5B
Dividend Yield5.14%0.44%
Holdings9107
YTD Return-2.85%+21.71%Best
1Y Return-1.16%+25.89%Best
3Y Return (annualized)+5.37%+28.80%Best
5Y Return (annualized)+0.31%+15.67%Best
Volatility (annualized)5.7%Best20.0%
Max Drawdown-17.0%Best-35.1%
$10,000 over 5 years$10,156$20,706Best
Top 10 Weight-46.5%
Fund FamilyDonoghue Forlines ETFsInvesco (US)
CategoryFixed IncomeEquity
Style-Large Cap Growth
InceptionDec 7, 2020Mar 10, 1999

Volatility and max drawdown are measured over the window both funds cover: Dec 8, 2020 to Sep 25, 2026 (5.8 years).

ABXB 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 5.8 years both funds cover.

ABXB vs QQQ Performance

Abacus Flexible Bond Leaders ETF (ABXB) is an ETF from Donoghue Forlines ETFs and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year ABXB returned -1.16% while QQQ returned +25.89%. Year to date, ABXB is down 2.85% versus a gain of 21.71% for QQQ.

Over three years, ABXB compounded at +5.37% per year against +28.80% for QQQ; over five years the annualized figures are +0.31% and +15.67% respectively. Across the full 6-year window we track, QQQ has the edge at +17.08% annualized vs +0.63%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 20.0% compared with 5.7% for ABXB. 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 -17.0% for ABXB and -35.1% 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 0.67. They move together some of the time, and apart the rest.

Fees and Cost Over Time

ABXB charges 0.62% per year while QQQ charges 0.18%. On a $10,000 position that is $62 vs $18 annually, a gap of $44 per year that compounds over a long holding period. On income, ABXB currently yields 5.14% against 0.44% for QQQ.

Holdings Overlap

We hold position weights for 7 holdings in ABXB and 102 in QQQ, totalling 99.4% and 99.9% 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 7 positions we hold weights for in ABXB and 102 in QQQ, against full books of 9 and 107.

What only one of them owns

Our book lists 96 positions for QQQ that do not appear in our book for ABXB (97.5% of the fund), and 7 for ABXB that do not appear in QQQ (99.4%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

You are not choosing between two funds in isolation.

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

ABXBQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ABXB or QQQ?

ABXB has an expense ratio of 0.62% while QQQ charges 0.18%. QQQ is the cheaper option, by $44 a year on a $10,000 investment.

Which performed better, ABXB or QQQ?

Over the past year ABXB returned -1.16% vs +25.89% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (6 years), ABXB annualized +0.63% vs +17.08% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, ABXB or QQQ?

QQQ has been the more volatile fund at 20.0% annualized versus 5.7% for ABXB. Worst drawdown: ABXB -17.0% vs QQQ -35.1%.

Should I hold both ABXB and QQQ?

ABXB and QQQ have a monthly-return correlation of 0.67, 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, ABXB or QQQ?

ABXB yields 5.14% while QQQ yields 0.44%, so ABXB currently pays the higher dividend yield.

Is QQQ better than ABXB?

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.