BAIV vs QQQ

BAIV vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. QQQ offers more diversification with 108 holdings.

Lower Fees: QQQHigher Returns: TiedMore Diversified: QQQ

Side-by-Side Comparison

MetricBAIVQQQWinner
Expense Ratio0.60%0.18%
AUM$144M$496.3B
Dividend Yield-0.44%
Holdings56108
YTD Return+12.33%+19.52%
1Y Return-+26.68%
3Y Return (annualized)-+26.64%
5Y Return (annualized)-+15.36%
Volatility (annualized)-30.6%
Max Drawdown-11.4%-83.0%
Fund FamilyBrown AdvisoryInvesco (US)
CategoryEquityEquity
InceptionFeb 25, 2026Mar 10, 1999

BAIV vs QQQ Performance

Brown Advisory International Value Select ETF (BAIV) is a ETF from Brown Advisory and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Year to date, BAIV is up 12.33% versus a gain of 19.52% for QQQ.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -11.4% for BAIV and -83.0% for QQQ. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

BAIV charges 0.60% per year while QQQ charges 0.18%. On a $10,000 position that is $60 vs $18 annually, a gap of $42 per year that compounds over a long holding period.

Holdings Overlap

0.0%overlap

BAIV and QQQ share 0 holdings out of 152 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, BAIV or QQQ?

BAIV has an expense ratio of 0.60% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $42 per year of difference.

What is the holdings overlap between BAIV and QQQ?

BAIV and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 152 unique securities.

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