BIV vs QQQ

BIV vs QQQ

Which is better, BIV or QQQ?

QQQ has been ahead.

BIV has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window.

Lower Fees: BIVHigher 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

MetricBIVQQQ
Expense Ratio0.03%Best0.18%
AUM$28.8B$483.5B
Dividend Yield4.32%0.44%
Holdings2,336107
YTD Return-1.96%+15.86%Best
1Y Return-1.37%+22.63%Best
3Y Return (annualized)+4.26%+24.15%Best
5Y Return (annualized)-0.48%+14.16%Best
Volatility (annualized)5.7%Best18.8%
Max Drawdown-20.3%Best-53.5%
$10,000 over 5 years$9,762$19,390Best
Fund FamilyVanguard (US)Invesco (US)
CategoryFixed IncomeEquity
Style-Large Cap Growth
InceptionApr 3, 2007Mar 10, 1999

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Apr 10, 2007 to Sep 10, 2026 (19.4 years).

BIV 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

BIV vs QQQ Performance

Vanguard Intermediate-Term Bond ETF (BIV) is an ETF from Vanguard (US) and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year BIV returned -1.37% while QQQ returned +22.63%. Year to date, BIV is down 1.96% versus a gain of 15.86% for QQQ.

Over three years, BIV compounded at +4.26% per year against +24.15% for QQQ; over five years the annualized figures are -0.48% and +14.16% respectively. Across the full 19-year window we track, QQQ has the edge at +15.49% annualized vs +0.92%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 18.8% compared with 5.7% for BIV. 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 -20.3% for BIV and -53.5% 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 0.22. They move largely independently of each other.

Fees and Cost Over Time

BIV charges 0.03% per year while QQQ charges 0.18%. On a $10,000 position that is $3 vs $18 annually, a gap of $15 per year that compounds over a long holding period. On income, BIV currently yields 4.32% against 0.44% for QQQ.

Holdings Overlap

We hold position weights for 282 holdings in BIV and 102 in QQQ, totalling 19.0% 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 282 positions we hold weights for in BIV and 102 in QQQ, against full books of 2,336 and 107.

You are not choosing between two funds in isolation.

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

BIVQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BIV or QQQ?

BIV has an expense ratio of 0.03% while QQQ charges 0.18%. BIV is the cheaper option, by $15 a year on a $10,000 investment.

Which performed better, BIV or QQQ?

Over the past year BIV returned -1.37% vs +22.63% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (19 years), BIV annualized +0.92% vs +15.49% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BIV or QQQ?

QQQ has been the more volatile fund at 18.8% annualized versus 5.7% for BIV. Worst drawdown: BIV -20.3% vs QQQ -53.5%.

Should I hold both BIV and QQQ?

BIV and QQQ have a monthly-return correlation of 0.22, 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, BIV or QQQ?

BIV yields 4.32% while QQQ yields 0.44%, so BIV currently pays the higher dividend yield.

Is QQQ better than BIV?

BIV has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.