BKEM vs QQQ

BKEM vs QQQ
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Quick Verdict

BKEM has a lower expense ratio. QQQ delivered stronger 1-year returns. BKEM offers more diversification with 1,795 holdings.

Lower Fees: BKEMHigher Returns: QQQMore Diversified: BKEM

Side-by-Side Comparison

MetricBKEMQQQWinner
Expense Ratio0.11%0.18%
AUM$91M$496.3B
Dividend Yield3.85%0.44%
Holdings1,795108
YTD Return-59.73%+16.64%
1Y Return-54.32%+27.27%
3Y Return (annualized)-14.96%+25.96%
5Y Return (annualized)-12.75%+14.54%
Volatility (annualized)32.3%30.6%
Max Drawdown-71.3%-83.0%
Fund FamilyBNY Mellon Investment ManagementInvesco (US)
CategoryEquityEquity
InceptionApr 22, 2020Mar 10, 1999

BKEM vs QQQ Performance

BNY Mellon Emerging Markets Equity ETF (BKEM) is a ETF from BNY Mellon Investment Management and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year BKEM returned -54.32% while QQQ returned +27.27%. Year to date, BKEM is down 59.73% versus a gain of 16.64% for QQQ.

Over three years, BKEM compounded at -14.96% per year against +25.96% for QQQ; over five years the annualized figures are -12.75% and +14.54% respectively. Across the full 6-year window we track, QQQ has the edge at +13.03% annualized vs -5.36%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BKEM has been the more volatile fund, with annualized monthly volatility of 32.3% compared with 30.6% for QQQ. 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 -71.3% for BKEM 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 0.45. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BKEM charges 0.11% per year while QQQ charges 0.18%. On a $10,000 position that is $11 vs $18 annually, a gap of $7 per year that compounds over a long holding period. On income, BKEM currently yields 3.85% against 0.44% for QQQ.

Holdings Overlap

0.3%overlap

BKEM and QQQ share 1 holdings out of 1388 unique holdings combined, representing a 0.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BKEMWeight in QQQDifference
PDD:IE0.68%0.27%0.41%

Frequently Asked Questions

Which is cheaper, BKEM or QQQ?

BKEM has an expense ratio of 0.11% while QQQ charges 0.18%. BKEM is the cheaper option. On a $10,000 investment, that is $7 per year of difference.

Which performed better, BKEM or QQQ?

Over the past year BKEM returned -54.32% vs +27.27% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (6 years), BKEM annualized -5.36% vs +13.03% for QQQ. Past performance does not guarantee future results.

Which is riskier, BKEM or QQQ?

BKEM has been the more volatile fund at 32.3% annualized versus 30.6% for QQQ. Worst drawdown: BKEM -71.3% vs QQQ -83.0%.

Should I hold both BKEM and QQQ?

BKEM and QQQ have a monthly-return correlation of 0.45, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BKEM and QQQ?

BKEM and QQQ share 1 common holdings with a 0.3% weight overlap. Combined, they hold 1388 unique securities.

Which pays a higher dividend, BKEM or QQQ?

BKEM yields 3.85% while QQQ yields 0.44%, so BKEM currently pays the higher dividend yield.

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