BBBI vs QQQ
BondBloxx BBB Rated 5-10 Year Corporate Bond ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. BBBI offers more diversification with 1,004 holdings.
Side-by-Side Comparison
| Metric | BBBI | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.19% | 0.18% | |
| AUM | $170M | $496.3B | |
| Dividend Yield | 4.90% | 0.44% | |
| Holdings | 1,004 | 108 | |
| YTD Return | -0.42% | +19.52% | |
| 1Y Return | +2.36% | +26.68% | |
| 3Y Return (annualized) | - | +26.64% | |
| 5Y Return (annualized) | - | +15.36% | |
| Volatility (annualized) | 4.5% | 30.6% | |
| Max Drawdown | -4.1% | -83.0% | |
| Fund Family | BondBloxx | Invesco (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jan 16, 2024 | Mar 10, 1999 |
BBBI vs QQQ Performance
BondBloxx BBB Rated 5-10 Year Corporate Bond ETF (BBBI) is a ETF from BondBloxx and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year BBBI returned +2.36% while QQQ returned +26.68%. Year to date, BBBI is down 0.42% versus a gain of 19.52% for QQQ.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 4.5% for BBBI. 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 -4.1% for BBBI 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 0.32. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BBBI charges 0.19% per year while QQQ charges 0.18%. On a $10,000 position that is $19 vs $18 annually, a gap of $1 per year that compounds over a long holding period. On income, BBBI currently yields 4.90% against 0.44% for QQQ.
Holdings Overlap
BBBI and QQQ share 0 holdings out of 837 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, BBBI or QQQ?
BBBI has an expense ratio of 0.19% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $1 per year of difference.
Which performed better, BBBI or QQQ?
Over the past year BBBI returned +2.36% vs +26.68% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (3 years), BBBI annualized +5.11% vs +13.14% for QQQ. Past performance does not guarantee future results.
Which is riskier, BBBI or QQQ?
QQQ has been the more volatile fund at 30.6% annualized versus 4.5% for BBBI. Worst drawdown: BBBI -4.1% vs QQQ -83.0%.
Should I hold both BBBI and QQQ?
BBBI and QQQ have a monthly-return correlation of 0.32, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BBBI and QQQ?
BBBI and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 837 unique securities.
Which pays a higher dividend, BBBI or QQQ?
BBBI yields 4.90% while QQQ yields 0.44%, so BBBI 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.