BBB vs QQQ

BBB vs QQQ

Which is better, BBB or QQQ?

Multi Alternative against Large Cap Growth.

QQQ has a lower expense ratio. BBB led over 5Y and the full window, QQQ over 1Y and 3Y.

Lower Fees: QQQHigher Returns: split

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

MetricBBBQQQ
Expense Ratio0.96%0.18%Best
AUM$8M$483.5B
Dividend Yield0.15%0.44%
Holdings509107
YTD Return+5.62%+17.21%Best
1Y Return+2.46%+22.10%Best
3Y Return (annualized)+19.26%+25.27%Best
5Y Return (annualized)+19.26%Best+14.60%
Volatility (annualized)173757.4%17.6%Best
Max Drawdown--35.1%
$10,000 over 5 years$24,125Best$19,766
Fund FamilyCyber Hornet ETFInvesco (US)
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Growth
InceptionDec 28, 2023Mar 10, 1999

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jul 20, 2011 to Sep 17, 2026 (15.2 years).

BBB 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

BBB vs QQQ Performance

Cyber Hornet S&P 500 and Bitcoin 75/25 Strategy ETF (BBB) is an ETF from Cyber Hornet ETF and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year BBB returned +2.46% while QQQ returned +22.10%. Year to date, BBB is up 5.62% versus a gain of 17.21% for QQQ.

Over three years, BBB compounded at +19.26% per year against +25.27% for QQQ; over five years the annualized figures are +19.26% and +14.60% respectively. Across the full 15-year window we track, BBB has the edge at +63.23% annualized vs +18.21%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BBB has been the more volatile fund, with annualized monthly volatility of 173757.4% compared with 17.6% for QQQ. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The two funds' monthly returns correlate at 0.00. They move largely independently of each other.

Fees and Cost Over Time

BBB charges 0.96% per year while QQQ charges 0.18%. On a $10,000 position that is $96 vs $18 annually, a gap of $78 per year that compounds over a long holding period. On income, BBB currently yields 0.15% against 0.44% for QQQ.

Holdings Overlap

QQQ already in BBB94.6%

At least 94.6% of QQQ's money is in holdings BBB also owns.

Stated as a floor: for BBB, our book for it covers 59.5% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

Most of QQQ is already inside BBB. Owning both mostly buys the same companies twice.

87 positions in common, counted across the 503 positions we hold weights for in BBB and 102 in QQQ, against full books of 509 and 107.

Top Shared Holdings

StockWeight in BBBWeight in QQQDifference
NVDANvidia Corp4.81%8.44%3.63%
AAPLApple, Inc4.20%7.27%3.07%
MSFTMicrosoft Corp3.38%5.76%2.38%
AMZNAmazon.Com Inc2.28%4.67%2.39%
MUMicron Technology, Inc.0.97%4.43%3.46%
GOOGLAlphabet Inc,class A1.79%3.36%1.57%
AVGOBroadcom Inc1.57%3.16%1.59%
GOOGAlphabet Inc1.43%3.13%1.70%
AMDAdvanced Micro Devices Inc0.69%3.45%2.76%
METAMeta Platforms Inc1.13%2.78%1.65%

94.6% of QQQ is already inside BBB.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

BBBQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BBB or QQQ?

BBB has an expense ratio of 0.96% while QQQ charges 0.18%. QQQ is the cheaper option, by $78 a year on a $10,000 investment.

Which performed better, BBB or QQQ?

Over the past year BBB returned +2.46% vs +22.10% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (15 years), BBB annualized +63.23% vs +18.21% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BBB or QQQ?

BBB has been the more volatile fund at 173757.4% annualized versus 17.6% for QQQ.

Should I hold both BBB and QQQ?

BBB and QQQ have a monthly-return correlation of 0.00, 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 BBB and QQQ?

At least 94.6% of QQQ's money is in holdings BBB also owns. Our book for BBB is partial, so the real figure is this or higher. They hold 87 positions in common, counted across the 503 positions we hold weights for in BBB and 102 in QQQ.

Which pays a higher dividend, BBB or QQQ?

BBB yields 0.15% while QQQ yields 0.44%, so QQQ currently pays the higher dividend yield.

Is QQQ better than BBB?

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