BBEU vs QQQ

BBEU vs QQQ
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Quick Verdict

BBEU has a lower expense ratio. QQQ delivered stronger 1-year returns. BBEU offers more diversification with 381 holdings.

Lower Fees: BBEUHigher Returns: QQQMore Diversified: BBEU

Side-by-Side Comparison

MetricBBEUQQQWinner
Expense Ratio0.09%0.18%
AUM$9.5B$496.3B
Dividend Yield2.88%0.44%
Holdings381108
YTD Return+9.24%+17.07%
1Y Return+18.96%+26.39%
3Y Return (annualized)+18.51%+26.08%
5Y Return (annualized)+9.92%+15.18%
Volatility (annualized)17.4%30.6%
Max Drawdown-36.3%-83.0%
Fund FamilyJ.P. Morgan Asset ManagementInvesco (US)
CategoryEquityEquity
InceptionJun 15, 2018Mar 10, 1999

BBEU vs QQQ Performance

JPMorgan BetaBuilders Europe ETF (BBEU) is a ETF from J.P. Morgan Asset Management and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year BBEU returned +18.96% while QQQ returned +26.39%. Year to date, BBEU is up 9.24% versus a gain of 17.07% for QQQ.

Over three years, BBEU compounded at +18.51% per year against +26.08% for QQQ; over five years the annualized figures are +9.92% and +15.18% respectively. Across the full 8-year window we track, QQQ has the edge at +13.05% annualized vs +8.53%. 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 17.4% for BBEU. 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 -36.3% for BBEU 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 0.68. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BBEU charges 0.09% per year while QQQ charges 0.18%. On a $10,000 position that is $9 vs $18 annually, a gap of $9 per year that compounds over a long holding period. On income, BBEU currently yields 2.88% against 0.44% for QQQ.

Holdings Overlap

0.2%overlap

BBEU and QQQ share 1 holdings out of 434 unique holdings combined, representing a 0.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BBEUWeight in QQQDifference
FER:AS0.23%0.21%0.02%

Frequently Asked Questions

Which is cheaper, BBEU or QQQ?

BBEU has an expense ratio of 0.09% while QQQ charges 0.18%. BBEU is the cheaper option. On a $10,000 investment, that is $9 per year of difference.

Which performed better, BBEU or QQQ?

Over the past year BBEU returned +18.96% vs +26.39% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (8 years), BBEU annualized +8.53% vs +13.05% for QQQ. Past performance does not guarantee future results.

Which is riskier, BBEU or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 17.4% for BBEU. Worst drawdown: BBEU -36.3% vs QQQ -83.0%.

Should I hold both BBEU and QQQ?

BBEU and QQQ have a monthly-return correlation of 0.68, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BBEU and QQQ?

BBEU and QQQ share 1 common holdings with a 0.2% weight overlap. Combined, they hold 434 unique securities.

Which pays a higher dividend, BBEU or QQQ?

BBEU yields 2.88% while QQQ yields 0.44%, so BBEU currently pays the higher dividend yield.

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