BBIB vs QQQ
JPMorgan BetaBuilders US Treasury Bond 3-10 Year ETF vs Invesco QQQ Trust, Series 1
Which is better, BBIB or QQQ?
Long Term High Quality against Large Cap Growth.
BBIB has a lower expense ratio. QQQ led over 1Y, 3Y and the full window.
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
| Metric | BBIB | QQQ |
|---|---|---|
| Expense Ratio | 0.04%Best | 0.18% |
| AUM | $54M | $483.5B |
| Dividend Yield | 3.95% | 0.44% |
| Holdings | 84 | 107 |
| YTD Return | -3.29% | +17.21%Best |
| 1Y Return | -2.61% | +22.10%Best |
| 3Y Return (annualized) | +3.10% | +25.27%Best |
| 5Y Return (annualized) | - | +14.60% |
| Volatility (annualized) | 4.5%Best | 17.2% |
| Max Drawdown | -6.4%Best | -22.8% |
| $10,000 over 3.4 years | $10,657 | $23,031Best |
| Fund Family | J.P. Morgan Asset Management | Invesco (US) |
| Category | Fixed Income | Equity |
| Style | Long Term High Quality | Large Cap Growth |
| Inception | Apr 19, 2023 | Mar 10, 1999 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.4 years row, are measured over the window both funds cover: Apr 20, 2023 to Sep 17, 2026 (3.4 years).
BBIB 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.
BBIB vs QQQ Performance
JPMorgan BetaBuilders US Treasury Bond 3-10 Year ETF (BBIB) is an ETF from J.P. Morgan Asset Management and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year BBIB returned -2.61% while QQQ returned +22.10%. Year to date, BBIB is down 3.29% versus a gain of 17.21% for QQQ.
Over three years, BBIB compounded at +3.10% per year against +25.27% for QQQ.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 17.2% 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 -22.8% for QQQ. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.21. They move largely independently of each other.
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 3.95% against 0.44% for QQQ.
Holdings Overlap
We hold position weights for 61 holdings in BBIB and 102 in QQQ, totalling 88.2% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 61 positions we hold weights for in BBIB and 102 in QQQ, against full books of 84 and 107.
You are not choosing between two funds in isolation.
Whichever of BBIB and QQQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $14 a year on a $10,000 investment.
Which performed better, BBIB or QQQ?
Over the past year BBIB returned -2.61% vs +22.10% for QQQ, so QQQ leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BBIB or QQQ?
QQQ has been the more volatile fund at 17.2% annualized versus 4.5% for BBIB. Worst drawdown: BBIB -6.4% vs QQQ -22.8%.
Should I hold both BBIB and QQQ?
BBIB and QQQ have a monthly-return correlation of 0.21, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, BBIB or QQQ?
BBIB yields 3.95% while QQQ yields 0.44%, so BBIB currently pays the higher dividend yield.
Is QQQ better than BBIB?
BBIB has a lower expense ratio. QQQ led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.