BGCG vs QQQ

BGCG vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 107 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: QQQ

Side-by-Side Comparison

MetricBGCGQQQWinner
Expense Ratio0.72%0.18%
AUM$110M$486.1B
Dividend Yield0.00%0.44%
Holdings29107
YTD Return+7.58%+17.18%
1Y Return-+27.33%
3Y Return (annualized)-+24.55%
5Y Return (annualized)-+14.22%
Volatility (annualized)-30.6%
Max Drawdown-5.7%-83.0%
Fund FamilyBaillie Gifford FundsInvesco (US)
CategoryEquityEquity
InceptionJun 1, 2026Mar 10, 1999

BGCG vs QQQ Performance

Baillie Gifford International Concentrated Growth ETF (BGCG) is a ETF from Baillie Gifford Funds and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Year to date, BGCG is up 7.58% versus a gain of 17.18% for QQQ.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -5.7% for BGCG 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

BGCG charges 0.72% per year while QQQ charges 0.18%. On a $10,000 position that is $72 vs $18 annually, a gap of $54 per year that compounds over a long holding period. On income, BGCG currently yields 0.00% against 0.44% for QQQ.

Holdings Overlap

6.8%overlap

BGCG and QQQ share 4 holdings out of 127 unique holdings combined, representing a 6.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BGCGWeight in QQQDifference
NVDA5.33%8.44%3.11%
MELI8.40%0.43%7.97%
SHOP:CA4.23%0.77%3.46%
PDD:IEProProPro
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Frequently Asked Questions

Which is cheaper, BGCG or QQQ?

BGCG has an expense ratio of 0.72% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $54 per year of difference.

What is the holdings overlap between BGCG and QQQ?

BGCG and QQQ share 4 common holdings with a 6.8% weight overlap. Combined, they hold 127 unique securities.

Which pays a higher dividend, BGCG or QQQ?

BGCG yields 0.00% while QQQ yields 0.44%, so QQQ currently pays the higher dividend yield.

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