BBUS vs QQQ
JPMorgan Betabuilders US Equity ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
BBUS has a lower expense ratio. QQQ delivered stronger 1-year returns. BBUS offers more diversification with 491 holdings.
Side-by-Side Comparison
| Metric | BBUS | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.02% | 0.18% | |
| AUM | $8.8B | $455.8B | |
| Dividend Yield | 1.09% | 0.41% | |
| Holdings | 499 | 108 | |
| YTD Return | +13.18% | +18.31% | |
| 1Y Return | +20.87% | +25.37% | |
| 3Y Return (annualized) | +21.48% | +25.79% | |
| 5Y Return (annualized) | +12.70% | +15.20% | |
| Volatility (annualized) | 16.9% | 30.6% | |
| Max Drawdown | -35.4% | -83.0% | |
| Fund Family | J.P. Morgan Asset Management | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | Mar 12, 2019 | Mar 10, 1999 |
BBUS vs QQQ Performance
JPMorgan Betabuilders US Equity ETF (BBUS) 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 BBUS returned +20.87% while QQQ returned +25.37%. Year to date, BBUS is up 13.18% versus a gain of 18.31% for QQQ.
Over three years, BBUS compounded at +21.48% per year against +25.79% for QQQ; over five years the annualized figures are +12.70% and +15.20% respectively. Across the full 7-year window we track, BBUS has the edge at +15.75% annualized vs +13.10%. 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 16.9% for BBUS. 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 -35.4% for BBUS 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 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
BBUS charges 0.02% per year while QQQ charges 0.18%. On a $10,000 position that is $2 vs $18 annually, a gap of $16 per year that compounds over a long holding period. On income, BBUS currently yields 1.09% against 0.41% for QQQ.
Holdings Overlap
BBUS and QQQ share 91 holdings out of 503 unique holdings combined, representing a 53.1% weight overlap.
High overlap means holding both may not provide much additional diversification.
Frequently Asked Questions
Which is cheaper, BBUS or QQQ?
BBUS has an expense ratio of 0.02% while QQQ charges 0.18%. BBUS is the cheaper option. On a $10,000 investment, that is $16 per year of difference.
Which performed better, BBUS or QQQ?
Over the past year BBUS returned +20.87% vs +25.37% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (7 years), BBUS annualized +15.75% vs +13.10% for QQQ. Past performance does not guarantee future results.
Which is riskier, BBUS or QQQ?
QQQ has been the more volatile fund at 30.6% annualized versus 16.9% for BBUS. Worst drawdown: BBUS -35.4% vs QQQ -83.0%.
Should I hold both BBUS and QQQ?
BBUS and QQQ have a monthly-return correlation of 0.92, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between BBUS and QQQ?
BBUS and QQQ share 91 common holdings with a 53.1% weight overlap. Combined, they hold 503 unique securities.
Which pays a higher dividend, BBUS or QQQ?
BBUS yields 1.09% while QQQ yields 0.41%, so BBUS currently pays the higher dividend yield.
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