BIDD vs QQQ

BIDD vs QQQ

Which is better, BIDD or QQQ?

Large Cap Blend against Large Cap Growth.

QQQ has a lower expense ratio. QQQ led over 1Y and the full window. BIDD is less concentrated, with 33.1% of the fund in its ten largest positions against 46.5%.

Lower Fees: QQQHigher Returns: QQQLess Concentrated: BIDD

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricBIDDQQQ
Expense Ratio0.59%0.18%Best
AUM$415M$483.5B
Dividend Yield7.51%0.44%
Holdings55107
YTD Return+10.71%+17.95%Best
1Y Return+16.71%+21.77%Best
3Y Return (annualized)-+25.63%
5Y Return (annualized)-+15.24%
Volatility (annualized)12.4%Best19.1%
Max Drawdown-15.1%Best-22.8%
$10,000 over 1.8 years$13,148$14,464Best
Top 10 Weight33.1%Best46.5%
Fund FamilyBlackRock, Inc. (US)Invesco (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Growth
InceptionNov 15, 2024Mar 10, 1999

Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Nov 18, 2024 to Sep 18, 2026 (1.8 years).

BIDD vs QQQ growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.8 years both funds cover.

BIDD vs QQQ Performance

iShares International Dividend Active ETF (BIDD) is an ETF from BlackRock, Inc. (US) and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year BIDD returned +16.71% while QQQ returned +21.77%. Year to date, BIDD is up 10.71% versus a gain of 17.95% for QQQ.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 19.1% compared with 12.4% for BIDD. 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 -15.1% for BIDD and -22.8% for QQQ. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.60. They move together some of the time, and apart the rest.

Fees and Cost Over Time

BIDD charges 0.59% per year while QQQ charges 0.18%. On a $10,000 position that is $59 vs $18 annually, a gap of $41 per year that compounds over a long holding period. On income, BIDD currently yields 7.51% against 0.44% for QQQ.

Holdings Overlap

We hold position weights for 49 holdings in BIDD and 102 in QQQ, totalling 99.7% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 49 positions we hold weights for in BIDD and 102 in QQQ, against full books of 55 and 107.

What only one of them owns

Our book lists 96 positions for QQQ that do not appear in our book for BIDD (97.5% of the fund), and 5 for BIDD that do not appear in QQQ (11.3%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

You are not choosing between two funds in isolation.

Whichever of BIDD and QQQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BIDDQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BIDD or QQQ?

BIDD has an expense ratio of 0.59% while QQQ charges 0.18%. QQQ is the cheaper option, by $41 a year on a $10,000 investment.

Which performed better, BIDD or QQQ?

Over the past year BIDD returned +16.71% vs +21.77% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), BIDD annualized +16.42% vs +22.76% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BIDD or QQQ?

QQQ has been the more volatile fund at 19.1% annualized versus 12.4% for BIDD. Worst drawdown: BIDD -15.1% vs QQQ -22.8%.

Should I hold both BIDD and QQQ?

BIDD and QQQ have a monthly-return correlation of 0.60, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, BIDD or QQQ?

BIDD yields 7.51% while QQQ yields 0.44%, so BIDD currently pays the higher dividend yield.

Is QQQ better than BIDD?

QQQ has a lower expense ratio. QQQ led over 1Y and the full window. BIDD is less concentrated, with 33.1% of the fund in its ten largest positions against 46.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.