BLUC vs QQQ
Bluemonte Large Cap Core ETF vs Invesco QQQ Trust, Series 1
Which is better, BLUC 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 0.94.
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 | BLUC | QQQ |
|---|---|---|
| Expense Ratio | 0.23% | 0.18%Best |
| AUM | $350M | $483.5B |
| Dividend Yield | 0.62% | 0.44% |
| Holdings | 5 | 107 |
| YTD Return | +11.24% | +17.21%Best |
| 1Y Return | +15.42% | +22.10%Best |
| 3Y Return (annualized) | - | +25.27% |
| 5Y Return (annualized) | - | +14.60% |
| Volatility (annualized) | 13.3%Best | 19.7% |
| Max Drawdown | -10.7%Best | -12.0% |
| $10,000 over 1.2 years | $12,598 | $13,434Best |
| Fund Family | Bluemonte Investment Management | Invesco (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | 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 17, 2026 (1.2 years).
BLUC 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.
BLUC vs QQQ Performance
Bluemonte Large Cap Core ETF (BLUC) is an ETF from Bluemonte Investment Management and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year BLUC returned +15.42% while QQQ returned +22.10%. Year to date, BLUC is up 11.24% 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 19.7% compared with 13.3% for BLUC. 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 -10.7% for BLUC 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 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
BLUC charges 0.23% per year while QQQ charges 0.18%. On a $10,000 position that is $23 vs $18 annually, a gap of $5 per year that compounds over a long holding period. On income, BLUC currently yields 0.62% against 0.44% for QQQ.
Holdings Overlap
We hold position weights for 4 holdings in BLUC 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 BLUC and 102 in QQQ, against full books of 5 and 107.
You are not choosing between two funds in isolation.
Whichever of BLUC 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, BLUC or QQQ?
BLUC has an expense ratio of 0.23% while QQQ charges 0.18%. QQQ is the cheaper option, by $5 a year on a $10,000 investment.
Which performed better, BLUC or QQQ?
Over the past year BLUC returned +15.42% vs +22.10% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (1 years), BLUC annualized +21.22% vs +27.89% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BLUC or QQQ?
QQQ has been the more volatile fund at 19.7% annualized versus 13.3% for BLUC. Worst drawdown: BLUC -10.7% vs QQQ -12.0%.
Should I hold both BLUC and QQQ?
BLUC and QQQ have a monthly-return correlation of 0.94, 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, BLUC or QQQ?
BLUC yields 0.62% while QQQ yields 0.44%, so BLUC currently pays the higher dividend yield.
Is QQQ better than BLUC?
QQQ has a lower expense ratio. QQQ led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.94. Which one suits a particular account depends on what it is for. This is information, not a recommendation.