BLGR vs QQQ
Bluemonte Large Cap Growth ETF vs Invesco QQQ Trust, Series 1
Which is better, BLGR or QQQ?
Nearly the same fund. QQQ costs less.
QQQ has a lower expense ratio. QQQ led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.95.
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 | BLGR | QQQ |
|---|---|---|
| Expense Ratio | 0.24% | 0.18%Best |
| AUM | $288M | $483.5B |
| Dividend Yield | 0.34% | 0.44% |
| Holdings | 5 | 107 |
| YTD Return | +13.78% | +21.22%Best |
| 1Y Return | +15.17% | +23.58%Best |
| 3Y Return (annualized) | - | +28.18% |
| 5Y Return (annualized) | - | +15.82% |
| Volatility (annualized) | 16.1%Best | 19.7% |
| Max Drawdown | -14.1% | -12.0%Best |
| $10,000 over 1.2 years | $13,045 | $13,841Best |
| Fund Family | Bluemonte Investment Management | Invesco (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Jun 20, 2025 | Mar 10, 1999 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.2 years row, are measured over the window both funds cover: Jun 23, 2025 to Sep 21, 2026 (1.2 years).
BLGR 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 1.2 years both funds cover.
BLGR vs QQQ Performance
Bluemonte Large Cap Growth ETF (BLGR) is an ETF from Bluemonte Investment Management and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year BLGR returned +15.17% while QQQ returned +23.58%. Year to date, BLGR is up 13.78% versus a gain of 21.22% 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 19.7% compared with 16.1% for BLGR. 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 -14.1% for BLGR and -12.0% 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 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
BLGR charges 0.24% per year while QQQ charges 0.18%. On a $10,000 position that is $24 vs $18 annually, a gap of $6 per year that compounds over a long holding period. On income, BLGR currently yields 0.34% against 0.44% for QQQ.
Holdings Overlap
We hold position weights for 4 holdings in BLGR and 102 in QQQ, totalling 99.3% 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 4 positions we hold weights for in BLGR and 102 in QQQ, against full books of 5 and 107.
You are not choosing between two funds in isolation.
Whichever of BLGR and QQQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BLGR or QQQ?
BLGR has an expense ratio of 0.24% while QQQ charges 0.18%. QQQ is the cheaper option, by $6 a year on a $10,000 investment.
Which performed better, BLGR or QQQ?
Over the past year BLGR returned +15.17% vs +23.58% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (1 years), BLGR annualized +24.80% vs +31.11% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BLGR or QQQ?
QQQ has been the more volatile fund at 19.7% annualized versus 16.1% for BLGR. Worst drawdown: BLGR -14.1% vs QQQ -12.0%.
Should I hold both BLGR and QQQ?
BLGR and QQQ have a monthly-return correlation of 0.95, 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, BLGR or QQQ?
BLGR yields 0.34% while QQQ yields 0.44%, so QQQ currently pays the higher dividend yield.
Is QQQ better than BLGR?
QQQ has a lower expense ratio. QQQ led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.95. Which one suits a particular account depends on what it is for. This is information, not a recommendation.