AGIH vs QQQ
iShares Inflation Hedged US Aggregate Bond ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
AGIH has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.
Side-by-Side Comparison
| Metric | AGIH | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.13% | 0.18% | |
| AUM | $2M | $496.3B | |
| Dividend Yield | 3.07% | 0.44% | |
| Holdings | 62 | 108 | |
| YTD Return | +4.58% | +16.64% | |
| 1Y Return | +3.92% | +27.27% | |
| 3Y Return (annualized) | +2.24% | +25.96% | |
| 5Y Return (annualized) | - | +14.54% | |
| Volatility (annualized) | 6.6% | 30.6% | |
| Max Drawdown | -9.2% | -83.0% | |
| Fund Family | iShares by BlackRock (US) | Invesco (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jun 22, 2022 | Mar 10, 1999 |
AGIH vs QQQ Performance
iShares Inflation Hedged US Aggregate Bond ETF (AGIH) is a ETF from iShares by BlackRock (US) and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year AGIH returned +3.92% while QQQ returned +27.27%. Year to date, AGIH is up 4.58% versus a gain of 16.64% for QQQ.
Over three years, AGIH compounded at +2.24% per year against +25.96% for QQQ. Across the full 3-year window we track, QQQ has the edge at +13.03% annualized vs +2.72%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 6.6% for AGIH. 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 -9.2% for AGIH and -83.0% for QQQ. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.69. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
AGIH charges 0.13% per year while QQQ charges 0.18%. On a $10,000 position that is $13 vs $18 annually, a gap of $5 per year that compounds over a long holding period. On income, AGIH currently yields 3.07% against 0.44% for QQQ.
Frequently Asked Questions
Which is cheaper, AGIH or QQQ?
AGIH has an expense ratio of 0.13% while QQQ charges 0.18%. AGIH is the cheaper option. On a $10,000 investment, that is $5 per year of difference.
Which performed better, AGIH or QQQ?
Over the past year AGIH returned +3.92% vs +27.27% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (3 years), AGIH annualized +2.72% vs +13.03% for QQQ. Past performance does not guarantee future results.
Which is riskier, AGIH or QQQ?
QQQ has been the more volatile fund at 30.6% annualized versus 6.6% for AGIH. Worst drawdown: AGIH -9.2% vs QQQ -83.0%.
Should I hold both AGIH and QQQ?
AGIH and QQQ have a monthly-return correlation of 0.69, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, AGIH or QQQ?
AGIH yields 3.07% while QQQ yields 0.44%, so AGIH currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.