BKLC vs QQQ

BKLC vs QQQ
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Quick Verdict

BKLC has a lower expense ratio. QQQ delivered stronger 1-year returns. BKLC offers more diversification with 508 holdings.

Lower Fees: BKLCHigher Returns: QQQMore Diversified: BKLC

Side-by-Side Comparison

MetricBKLCQQQWinner
Expense Ratio0.00%0.18%
AUM$5.7B$496.3B
Dividend Yield1.60%0.44%
Holdings508108
YTD Return-62.60%+16.23%
1Y Return-59.70%+26.23%
3Y Return (annualized)-15.07%+25.75%
5Y Return (annualized)-9.14%+14.78%
Volatility (annualized)31.4%30.6%
Max Drawdown-68.0%-83.0%
Fund FamilyBNY Mellon Investment ManagementInvesco (US)
CategoryEquityEquity
InceptionApr 7, 2020Mar 10, 1999

BKLC vs QQQ Performance

BNY Mellon US Large Cap Core Equity ETF (BKLC) 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 BKLC returned -59.70% while QQQ returned +26.23%. Year to date, BKLC is down 62.60% versus a gain of 16.23% for QQQ.

Over three years, BKLC compounded at -15.07% per year against +25.75% for QQQ; over five years the annualized figures are -9.14% and +14.78% respectively. Across the full 6-year window we track, QQQ has the edge at +13.02% annualized vs +0.03%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BKLC has been the more volatile fund, with annualized monthly volatility of 31.4% 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 -68.0% for BKLC 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 0.61. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BKLC charges 0.00% per year while QQQ charges 0.18%. On a $10,000 position that is $0 vs $18 annually, a gap of $18 per year that compounds over a long holding period. On income, BKLC currently yields 1.60% against 0.44% for QQQ.

Holdings Overlap

52.2%overlap

BKLC and QQQ share 91 holdings out of 507 unique holdings combined, representing a 52.2% weight overlap.

High overlap means holding both may not provide much additional diversification.

Top Shared Holdings

StockWeight in BKLCWeight in QQQDifference
NVDA7.15%8.44%1.29%
AAPL7.50%7.27%0.23%
MSFT4.45%5.76%1.31%
AMZNProProPro
GOOGLProProPro
MUProProPro
AVGOProProPro
GOOGProProPro
METAProProPro
AMDProProPro
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Frequently Asked Questions

Which is cheaper, BKLC or QQQ?

BKLC has an expense ratio of 0.00% while QQQ charges 0.18%. BKLC is the cheaper option. On a $10,000 investment, that is $18 per year of difference.

Which performed better, BKLC or QQQ?

Over the past year BKLC returned -59.70% vs +26.23% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (6 years), BKLC annualized +0.03% vs +13.02% for QQQ. Past performance does not guarantee future results.

Which is riskier, BKLC or QQQ?

BKLC has been the more volatile fund at 31.4% annualized versus 30.6% for QQQ. Worst drawdown: BKLC -68.0% vs QQQ -83.0%.

Should I hold both BKLC and QQQ?

BKLC and QQQ have a monthly-return correlation of 0.61, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BKLC and QQQ?

BKLC and QQQ share 91 common holdings with a 52.2% weight overlap. Combined, they hold 507 unique securities.

Which pays a higher dividend, BKLC or QQQ?

BKLC yields 1.60% while QQQ yields 0.44%, so BKLC currently pays the higher dividend yield.

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