BFRE vs QQQ
Westwood LBRTY Global Equity ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. BFRE offers more diversification with 211 holdings.
Side-by-Side Comparison
| Metric | BFRE | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.18% | |
| AUM | $2M | $486.1B | |
| Dividend Yield | 0.95% | 0.44% | |
| Holdings | 211 | 107 | |
| YTD Return | +2.25% | +17.18% | |
| 1Y Return | +23.61% | +27.33% | |
| 3Y Return (annualized) | - | +24.55% | |
| 5Y Return (annualized) | - | +14.22% | |
| Volatility (annualized) | - | 30.6% | |
| Max Drawdown | -12.2% | -83.0% | |
| Fund Family | Westwood Funds | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | Mar 27, 2025 | Mar 10, 1999 |
BFRE vs QQQ Performance
Westwood LBRTY Global Equity ETF (BFRE) is a ETF from Westwood Funds and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year BFRE returned +23.61% while QQQ returned +27.33%. Year to date, BFRE is up 2.25% versus a gain of 17.18% for QQQ.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -12.2% for BFRE and -83.0% for QQQ. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
BFRE charges 0.50% per year while QQQ charges 0.18%. On a $10,000 position that is $50 vs $18 annually, a gap of $32 per year that compounds over a long holding period. On income, BFRE currently yields 0.95% against 0.44% for QQQ.
Holdings Overlap
BFRE and QQQ share 36 holdings out of 268 unique holdings combined, representing a 37.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BFRE or QQQ?
BFRE has an expense ratio of 0.50% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $32 per year of difference.
Which performed better, BFRE or QQQ?
Over the past year BFRE returned +23.61% vs +27.33% for QQQ, so QQQ leads on 1-year performance. Past performance does not guarantee future results.
What is the holdings overlap between BFRE and QQQ?
BFRE and QQQ share 36 common holdings with a 37.4% weight overlap. Combined, they hold 268 unique securities.
Which pays a higher dividend, BFRE or QQQ?
BFRE yields 0.95% while QQQ yields 0.44%, so BFRE 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.