BOUT vs QQQ
CapForce IBD Breakout Opportunities ETF vs Invesco QQQ Trust, Series 1
Which is better, BOUT or QQQ?
Mid Cap Growth against Large Cap Growth.
QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window.
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 | BOUT | QQQ |
|---|---|---|
| Expense Ratio | 0.80% | 0.18%Best |
| AUM | $15M | $498.6B |
| Dividend Yield | 0.28% | 0.42% |
| Holdings | 31 | 321 |
| YTD Return | +17.34% | +21.44%Best |
| 1Y Return | +9.69% | +23.58%Best |
| 3Y Return (annualized) | +13.09% | +27.86%Best |
| 5Y Return (annualized) | +4.99% | +16.25%Best |
| Volatility (annualized) | 21.5% | 20.6%Best |
| Max Drawdown | -36.8% | -35.1%Best |
| $10,000 over 5 years | $12,757 | $21,231Best |
| Fund Family | Capital-FORCE ETF | Invesco (US) |
| Category | Equity | Equity |
| Style | Mid Cap Growth | Large Cap Growth |
| Inception | Sep 12, 2018 | Mar 10, 1999 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Sep 13, 2018 to Oct 1, 2026 (8 years).
BOUT 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 8 years both funds cover.
BOUT vs QQQ Performance
CapForce IBD Breakout Opportunities ETF (BOUT) is an ETF from Capital-FORCE ETF and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year BOUT returned +9.69% while QQQ returned +23.58%. Year to date, BOUT is up 17.34% versus a gain of 21.44% for QQQ.
Over three years, BOUT compounded at +13.09% per year against +27.86% for QQQ; over five years the annualized figures are +4.99% and +16.25% respectively. Across the full 8-year window we track, QQQ has the edge at +19.37% annualized vs +7.45%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BOUT has been the more volatile fund, with annualized monthly volatility of 21.5% compared with 20.6% 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 -36.8% for BOUT 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 0.73. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BOUT charges 0.80% per year while QQQ charges 0.18%. On a $10,000 position that is $80 vs $18 annually, a gap of $62 per year that compounds over a long holding period. On income, BOUT currently yields 0.28% against 0.42% for QQQ.
Holdings Overlap
We hold position weights for 29 holdings in BOUT and 102 in QQQ, totalling 93.2% 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 29 positions we hold weights for in BOUT and 102 in QQQ, against full books of 31 and 321.
You are not choosing between two funds in isolation.
Whichever of BOUT 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, BOUT or QQQ?
BOUT has an expense ratio of 0.80% while QQQ charges 0.18%. QQQ is the cheaper option, by $62 a year on a $10,000 investment.
Which performed better, BOUT or QQQ?
Over the past year BOUT returned +9.69% vs +23.58% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (8 years), BOUT annualized +7.45% vs +19.37% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BOUT or QQQ?
BOUT has been the more volatile fund at 21.5% annualized versus 20.6% for QQQ. Worst drawdown: BOUT -36.8% vs QQQ -35.1%.
Should I hold both BOUT and QQQ?
BOUT and QQQ have a monthly-return correlation of 0.73, 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, BOUT or QQQ?
BOUT yields 0.28% while QQQ yields 0.42%, so QQQ currently pays the higher dividend yield.
Is QQQ better than BOUT?
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.