BIB vs QQQ

BIB vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. BIB delivered stronger 1-year returns. BIB offers more diversification with 261 holdings.

Lower Fees: QQQHigher Returns: BIBMore Diversified: BIB

Side-by-Side Comparison

MetricBIBQQQWinner
Expense Ratio0.95%0.18%
AUM$88M$496.3B
Dividend Yield0.33%0.44%
Holdings261108
YTD Return+58.51%+17.07%
1Y Return+130.96%+26.39%
3Y Return (annualized)+35.87%+26.08%
5Y Return (annualized)+6.31%+15.18%
Volatility (annualized)40.9%30.6%
Max Drawdown-67.2%-83.0%
Fund FamilyProSharesInvesco (US)
CategoryAlternativeEquity
InceptionApr 6, 2010Mar 10, 1999

BIB vs QQQ Performance

ProShares Ultra Nasdaq Biotechnology (BIB) is a ETF from ProShares and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year BIB returned +130.96% while QQQ returned +26.39%. Year to date, BIB is up 58.51% versus a gain of 17.07% for QQQ.

Over three years, BIB compounded at +35.87% per year against +26.08% for QQQ; over five years the annualized figures are +6.31% and +15.18% respectively. Across the full 16-year window we track, BIB has the edge at +19.02% annualized vs +13.05%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BIB has been the more volatile fund, with annualized monthly volatility of 40.9% compared with 30.6% for QQQ. 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 -67.2% for BIB 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 0.59. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BIB charges 0.95% per year while QQQ charges 0.18%. On a $10,000 position that is $95 vs $18 annually, a gap of $77 per year that compounds over a long holding period. On income, BIB currently yields 0.33% against 0.44% for QQQ.

Holdings Overlap

2.7%overlap

BIB and QQQ share 5 holdings out of 349 unique holdings combined, representing a 2.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BIBWeight in QQQDifference
AMGN4.24%0.97%3.27%
VRTX4.62%0.54%4.08%
GILD3.76%0.72%3.04%
REGNProProPro
ALNYProProPro
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Frequently Asked Questions

Which is cheaper, BIB or QQQ?

BIB has an expense ratio of 0.95% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $77 per year of difference.

Which performed better, BIB or QQQ?

Over the past year BIB returned +130.96% vs +26.39% for QQQ, so BIB leads on 1-year performance. Over the longest common window we track (16 years), BIB annualized +19.02% vs +13.05% for QQQ. Past performance does not guarantee future results.

Which is riskier, BIB or QQQ?

BIB has been the more volatile fund at 40.9% annualized versus 30.6% for QQQ. Worst drawdown: BIB -67.2% vs QQQ -83.0%.

Should I hold both BIB and QQQ?

BIB and QQQ have a monthly-return correlation of 0.59, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BIB and QQQ?

BIB and QQQ share 5 common holdings with a 2.7% weight overlap. Combined, they hold 349 unique securities.

Which pays a higher dividend, BIB or QQQ?

BIB yields 0.33% while QQQ yields 0.44%, so QQQ currently pays the higher dividend yield.

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