BIBL vs QQQ

BIBL vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. BIBL delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.

Lower Fees: QQQHigher Returns: BIBLMore Diversified: QQQ

Side-by-Side Comparison

MetricBIBLQQQWinner
Expense Ratio0.35%0.18%
AUM$509M$496.3B
Dividend Yield0.95%0.44%
Holdings101108
YTD Return+22.28%+16.64%
1Y Return+33.64%+27.27%
3Y Return (annualized)+21.54%+25.96%
5Y Return (annualized)+8.99%+14.54%
Volatility (annualized)18.2%30.6%
Max Drawdown-36.1%-83.0%
Fund FamilyInspire ETFsInvesco (US)
CategoryEquityEquity
InceptionOct 30, 2017Mar 10, 1999

BIBL vs QQQ Performance

Inspire 100 ETF (BIBL) is a ETF from Inspire ETFs and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year BIBL returned +33.64% while QQQ returned +27.27%. Year to date, BIBL is up 22.28% versus a gain of 16.64% for QQQ.

Over three years, BIBL compounded at +21.54% per year against +25.96% for QQQ; over five years the annualized figures are +8.99% and +14.54% respectively. Across the full 9-year window we track, QQQ has the edge at +13.03% annualized vs +12.24%. 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 18.2% for BIBL. 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 -36.1% for BIBL 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 0.86. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BIBL charges 0.35% per year while QQQ charges 0.18%. On a $10,000 position that is $35 vs $18 annually, a gap of $17 per year that compounds over a long holding period. On income, BIBL currently yields 0.95% against 0.44% for QQQ.

Holdings Overlap

4.0%overlap

BIBL and QQQ share 12 holdings out of 189 unique holdings combined, representing a 4.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BIBLWeight in QQQDifference
KLAC4.82%1.11%3.71%
FTNT2.46%0.53%1.93%
CTAS2.03%0.35%1.68%
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Frequently Asked Questions

Which is cheaper, BIBL or QQQ?

BIBL has an expense ratio of 0.35% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $17 per year of difference.

Which performed better, BIBL or QQQ?

Over the past year BIBL returned +33.64% vs +27.27% for QQQ, so BIBL leads on 1-year performance. Over the longest common window we track (9 years), BIBL annualized +12.24% vs +13.03% for QQQ. Past performance does not guarantee future results.

Which is riskier, BIBL or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 18.2% for BIBL. Worst drawdown: BIBL -36.1% vs QQQ -83.0%.

Should I hold both BIBL and QQQ?

BIBL and QQQ have a monthly-return correlation of 0.86, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BIBL and QQQ?

BIBL and QQQ share 12 common holdings with a 4.0% weight overlap. Combined, they hold 189 unique securities.

Which pays a higher dividend, BIBL or QQQ?

BIBL yields 0.95% while QQQ yields 0.44%, so BIBL currently pays the higher dividend yield.

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