BABO vs QQQ

Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 103 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: QQQ

Side-by-Side Comparison

MetricBABOQQQWinner
Expense Ratio1.00%0.18%
AUM$17M$455.8B
Dividend Yield110.77%0.41%
Holdings11108
YTD Return-22.77%+19.68%
1Y Return-8.22%+26.75%
3Y Return (annualized)-+26.25%
5Y Return (annualized)-+15.39%
Volatility (annualized)41.6%30.6%
Max Drawdown-42.6%-83.0%
Fund FamilyYieldMax ETFInvesco (US)
CategoryAlternativeEquity
InceptionAug 7, 2024Mar 10, 1999

BABO vs QQQ Performance

YieldMax BABA Option Income Strategy ETF (BABO) is a ETF from YieldMax ETF and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year BABO returned -8.22% while QQQ returned +26.75%. Year to date, BABO is down 22.77% versus a gain of 19.68% for QQQ.

Risk: Volatility and Drawdowns

BABO has been the more volatile fund, with annualized monthly volatility of 41.6% compared with 30.6% 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 -42.6% for BABO 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 -0.04. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BABO charges 1.00% per year while QQQ charges 0.18%. On a $10,000 position that is $100 vs $18 annually, a gap of $82 per year that compounds over a long holding period. On income, BABO currently yields 110.77% against 0.41% for QQQ.

Holdings Overlap

0.0%overlap

BABO and QQQ share 0 holdings out of 106 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, BABO or QQQ?

BABO has an expense ratio of 1.00% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $82 per year of difference.

Which performed better, BABO or QQQ?

Over the past year BABO returned -8.22% vs +26.75% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), BABO annualized +9.04% vs +13.15% for QQQ. Past performance does not guarantee future results.

Which is riskier, BABO or QQQ?

BABO has been the more volatile fund at 41.6% annualized versus 30.6% for QQQ. Worst drawdown: BABO -42.6% vs QQQ -83.0%.

Should I hold both BABO and QQQ?

BABO and QQQ have a monthly-return correlation of -0.04, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BABO and QQQ?

BABO and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 106 unique securities.

Which pays a higher dividend, BABO or QQQ?

BABO yields 110.77% while QQQ yields 0.41%, so BABO currently pays the higher dividend yield.

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