BIGY vs QQQ
YieldMax Target 12 Big 50 Option Income ETF vs Invesco QQQ Trust, Series 1
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. BIGY is less concentrated, with 42.8% of the fund in its ten largest positions against 46.5%.
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
| Metric | BIGY | QQQ |
|---|---|---|
| Expense Ratio | 1.09% | 0.18%Best |
| AUM | $45M | $483.5B |
| Dividend Yield | 11.94% | 0.44% |
| Holdings | 210 | 107 |
| YTD Return | +7.86% | +17.21%Best |
| 1Y Return | +12.83% | +22.10%Best |
| 3Y Return (annualized) | - | +25.27% |
| 5Y Return (annualized) | - | +14.60% |
| Volatility (annualized) | 12.0%Best | 19.1% |
| Max Drawdown | -18.9%Best | -22.8% |
| $10,000 over 1.8 years | $12,814 | $14,268Best |
| Top 10 Weight | 42.8%Best | 46.5% |
| Fund Family | YieldMax ETF | Invesco (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Growth |
| Inception | Nov 20, 2024 | Mar 10, 1999 |
Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Nov 21, 2024 to Sep 17, 2026 (1.8 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 1.8 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 +12.83% while QQQ returned +22.10%. Year to date, BIGY is up 7.86% versus a gain of 17.21% 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 12.0% 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 11.94% against 0.44% for QQQ.
Holdings Overlap
55.2% of BIGY's money is in holdings QQQ also owns. 55.2% of QQQ's money is in holdings BIGY also owns.
The two portfolios partly overlap.
21 positions in common, counted across the 51 positions we hold weights for in BIGY and 102 in QQQ, against full books of 210 and 107.
What only one of them owns
Our book lists 75 positions for QQQ that do not appear in our book for BIGY (42.4% of the fund), and 30 for BIGY that do not appear in QQQ (45.4%).
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.
Top Shared Holdings
| Stock | Weight in BIGY | Weight in QQQ | Difference |
|---|---|---|---|
| NVDANvidia Corp | 6.63% | 8.44% | 1.81% |
| AAPLApple, Inc | 6.81% | 7.27% | 0.46% |
| AMZNAmazon.Com Inc | 5.07% | 4.67% | 0.40% |
| MSFTMicrosoft Corp | 3.95% | 5.76% | 1.81% |
| GOOGLAlphabet Inc,class A | 4.70% | 3.36% | 1.34% |
| AMDAdvanced Micro Devices Inc | 3.52% | 3.45% | 0.07% |
| AVGOBroadcom Inc | 3.15% | 3.16% | 0.01% |
| METAMeta Platforms Inc | 3.18% | 2.78% | 0.40% |
| TSLATesla Inc | 2.37% | 2.56% | 0.19% |
| WMTWalmart, Inc. | 2.51% | 2.41% | 0.10% |
55.2% of BIGY is already inside QQQ.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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 +12.83% vs +22.10% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), BIGY annualized +14.77% vs +21.83% 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 19.1% annualized versus 12.0% 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.
What is the holdings overlap between BIGY and QQQ?
55.2% of BIGY's money is in holdings QQQ also owns. 55.2% of QQQ's is in holdings BIGY also owns. They hold 21 positions in common, counted across the 51 positions we hold weights for in BIGY and 102 in QQQ.
Which pays a higher dividend, BIGY or QQQ?
BIGY yields 11.94% while QQQ yields 0.44%, 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. BIGY is less concentrated, with 42.8% 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.