BNDD vs QQQ

BNDD vs QQQ

Which is better, BNDD or QQQ?

Long Term Government Bond against Large Cap Growth.

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

Lower Fees: QQQHigher 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

MetricBNDDQQQ
Expense Ratio1.02%0.18%Best
AUM$18M$486.1B
Dividend Yield3.98%0.44%
Holdings4107
YTD Return+3.70%+17.54%Best
1Y Return+3.56%+25.59%Best
3Y Return (annualized)-3.23%+24.63%Best
5Y Return (annualized)-4.34%+14.18%Best
Volatility (annualized)11.3%Best20.9%
Max Drawdown-30.9%Best-35.1%
$10,000 over 5 years$8,010$19,407Best
Fund FamilyKraneSharesInvesco (US)
CategoryFixed IncomeEquity
StyleLong Term Government BondLarge Cap Growth
InceptionSep 20, 2021Mar 10, 1999

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Sep 21, 2021 to Sep 4, 2026 (5 years).

BNDD 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 5 years both funds cover.

BNDD vs QQQ Performance

Quadratic Deflation ETF (BNDD) is an ETF from KraneShares and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year BNDD returned +3.56% while QQQ returned +25.59%. Year to date, BNDD is up 3.70% versus a gain of 17.54% for QQQ.

Over three years, BNDD compounded at -3.23% per year against +24.63% for QQQ; over five years the annualized figures are -4.34% and +14.18% respectively.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 20.9% compared with 11.3% for BNDD. 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 -30.9% for BNDD and -35.1% 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 0.44. They move together some of the time, and apart the rest.

Fees and Cost Over Time

BNDD charges 1.02% per year while QQQ charges 0.18%. On a $10,000 position that is $102 vs $18 annually, a gap of $84 per year that compounds over a long holding period. On income, BNDD currently yields 3.98% against 0.44% for QQQ.

Holdings Overlap

We hold position weights for 1 holding in BNDD and 102 in QQQ, totalling 77.2% 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 1 positions we hold weights for in BNDD and 102 in QQQ, against full books of 4 and 107.

You are not choosing between two funds in isolation.

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

BNDDQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BNDD or QQQ?

BNDD has an expense ratio of 1.02% while QQQ charges 0.18%. QQQ is the cheaper option, by $84 a year on a $10,000 investment.

Which performed better, BNDD or QQQ?

Over the past year BNDD returned +3.56% vs +25.59% for QQQ, so QQQ leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BNDD or QQQ?

QQQ has been the more volatile fund at 20.9% annualized versus 11.3% for BNDD. Worst drawdown: BNDD -30.9% vs QQQ -35.1%.

Should I hold both BNDD and QQQ?

BNDD and QQQ have a monthly-return correlation of 0.44, 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, BNDD or QQQ?

BNDD yields 3.98% while QQQ yields 0.44%, so BNDD currently pays the higher dividend yield.

Is QQQ better than BNDD?

QQQ 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.