BBIB vs QQQ
JPMorgan BetaBuilders US Treasury Bond 3-10 Year ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
BBIB has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 103 holdings.
Side-by-Side Comparison
| Metric | BBIB | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.04% | 0.18% | |
| AUM | $54M | $455.8B | |
| Dividend Yield | 3.74% | 0.41% | |
| Holdings | 84 | 108 | |
| YTD Return | -1.75% | +17.46% | |
| 1Y Return | +0.34% | +26.02% | |
| 3Y Return (annualized) | +3.57% | +25.51% | |
| 5Y Return (annualized) | - | +15.12% | |
| Volatility (annualized) | 4.5% | 30.6% | |
| Max Drawdown | -6.4% | -83.0% | |
| Fund Family | J.P. Morgan Asset Management | Invesco (US) | |
| Category | Fixed Income | Equity | |
| Inception | Apr 19, 2023 | Mar 10, 1999 |
BBIB vs QQQ Performance
JPMorgan BetaBuilders US Treasury Bond 3-10 Year ETF (BBIB) 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 BBIB returned +0.34% while QQQ returned +26.02%. Year to date, BBIB is down 1.75% versus a gain of 17.46% for QQQ.
Over three years, BBIB compounded at +3.57% per year against +25.51% for QQQ. Across the full 3-year window we track, QQQ has the edge at +13.08% annualized vs +2.44%. 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 4.5% for BBIB. 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 -6.4% for BBIB 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 0.20. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BBIB charges 0.04% per year while QQQ charges 0.18%. On a $10,000 position that is $4 vs $18 annually, a gap of $14 per year that compounds over a long holding period. On income, BBIB currently yields 3.74% against 0.41% for QQQ.
Holdings Overlap
BBIB and QQQ share 0 holdings out of 171 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, BBIB or QQQ?
BBIB has an expense ratio of 0.04% while QQQ charges 0.18%. BBIB is the cheaper option. On a $10,000 investment, that is $14 per year of difference.
Which performed better, BBIB or QQQ?
Over the past year BBIB returned +0.34% vs +26.02% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (3 years), BBIB annualized +2.44% vs +13.08% for QQQ. Past performance does not guarantee future results.
Which is riskier, BBIB or QQQ?
QQQ has been the more volatile fund at 30.6% annualized versus 4.5% for BBIB. Worst drawdown: BBIB -6.4% vs QQQ -83.0%.
Should I hold both BBIB and QQQ?
BBIB and QQQ have a monthly-return correlation of 0.20, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BBIB and QQQ?
BBIB and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 171 unique securities.
Which pays a higher dividend, BBIB or QQQ?
BBIB yields 3.74% while QQQ yields 0.41%, so BBIB currently pays the higher dividend yield.
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