BPH vs QQQ
BP P.L.C. ADRhedged vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ has a lower expense ratio. BPH delivered stronger 1-year returns. QQQ offers more diversification with 103 holdings.
Side-by-Side Comparison
| Metric | BPH | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.19% | 0.18% | |
| AUM | $2M | $455.8B | |
| Dividend Yield | 2.70% | 0.41% | |
| Holdings | 2 | 108 | |
| YTD Return | +20.83% | +17.85% | |
| 1Y Return | +30.01% | +26.45% | |
| 3Y Return (annualized) | - | +26.07% | |
| 5Y Return (annualized) | - | +15.16% | |
| Volatility (annualized) | 35.0% | 30.6% | |
| Max Drawdown | -26.3% | -83.0% | |
| Fund Family | ADRH | Invesco (US) | |
| Category | Alternative | Equity | |
| Inception | Jan 3, 2025 | Mar 10, 1999 |
BPH vs QQQ Performance
BP P.L.C. ADRhedged (BPH) is a ETF from ADRH and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year BPH returned +30.01% while QQQ returned +26.45%. Year to date, BPH is up 20.83% versus a gain of 17.85% for QQQ.
Risk: Volatility and Drawdowns
BPH has been the more volatile fund, with annualized monthly volatility of 35.0% 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 -26.3% for BPH 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 -0.37. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BPH charges 0.19% per year while QQQ charges 0.18%. On a $10,000 position that is $19 vs $18 annually, a gap of $1 per year that compounds over a long holding period. On income, BPH currently yields 2.70% against 0.41% for QQQ.
Holdings Overlap
BPH and QQQ share 0 holdings out of 104 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BPH or QQQ?
BPH has an expense ratio of 0.19% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $1 per year of difference.
Which performed better, BPH or QQQ?
Over the past year BPH returned +30.01% vs +26.45% for QQQ, so BPH leads on 1-year performance. Over the longest common window we track (2 years), BPH annualized +19.34% vs +13.09% for QQQ. Past performance does not guarantee future results.
Which is riskier, BPH or QQQ?
BPH has been the more volatile fund at 35.0% annualized versus 30.6% for QQQ. Worst drawdown: BPH -26.3% vs QQQ -83.0%.
Should I hold both BPH and QQQ?
BPH and QQQ have a monthly-return correlation of -0.37, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BPH and QQQ?
BPH and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 104 unique securities.
Which pays a higher dividend, BPH or QQQ?
BPH yields 2.70% while QQQ yields 0.41%, so BPH currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.