BIGY vs QQQ

BIGY vs QQQ

Which is better, BIGY or QQQ?

Large Cap Blend against Large Cap Growth.

QQQ has a lower expense ratio. QQQ led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.91.

Lower Fees: QQQHigher Returns: QQQ

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

MetricBIGYQQQ
Expense Ratio1.09%0.18%Best
AUM$30M$437.3B
Dividend Yield12.57%0.43%
Holdings325208
YTD Return+4.43%+12.98%Best
1Y Return+4.46%+11.59%Best
3Y Return (annualized)-+23.05%
5Y Return (annualized)-+12.74%
Volatility (annualized)11.9%Best19.3%
Max Drawdown-18.9%Best-22.8%
$10,000 over 2 years$12,484$13,874Best
Fund FamilyYieldMax ETFInvesco (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Growth
InceptionNov 20, 2024Mar 10, 1999

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Nov 21, 2024 to Nov 11, 2026 (2 years).

BIGY 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 2 years both funds cover.

BIGY vs QQQ Performance

YieldMax Target 12 Big 50 Option Income ETF (BIGY) is an ETF from YieldMax ETF and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year BIGY returned +4.46% while QQQ returned +11.59%. Year to date, BIGY is up 4.43% versus a gain of 12.98% 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 19.3% compared with 11.9% for BIGY. 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 -18.9% for BIGY 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 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

BIGY charges 1.09% per year while QQQ charges 0.18%. On a $10,000 position that is $109 vs $18 annually, a gap of $91 per year that compounds over a long holding period. On income, BIGY currently yields 12.57% against 0.43% for QQQ.

You are not choosing between two funds in isolation.

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

BIGYQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BIGY or QQQ?

BIGY has an expense ratio of 1.09% while QQQ charges 0.18%. QQQ is the cheaper option, by $91 a year on a $10,000 investment.

Which performed better, BIGY or QQQ?

Over the past year BIGY returned +4.46% vs +11.59% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), BIGY annualized +11.73% vs +17.79% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BIGY or QQQ?

QQQ has been the more volatile fund at 19.3% annualized versus 11.9% for BIGY. Worst drawdown: BIGY -18.9% vs QQQ -22.8%.

Should I hold both BIGY and QQQ?

BIGY and QQQ have a monthly-return correlation of 0.91, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

Which pays a higher dividend, BIGY or QQQ?

BIGY yields 12.57% while QQQ yields 0.43%, so BIGY currently pays the higher dividend yield.

Is QQQ better than BIGY?

QQQ has a lower expense ratio. QQQ led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.91. Which one suits a particular account depends on what it is for. This is information, not a recommendation.