BSCQ vs QQQ

BSCQ vs QQQ
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Quick Verdict

BSCQ has a lower expense ratio. QQQ delivered stronger 1-year returns. BSCQ offers more diversification with 194 holdings.

Lower Fees: BSCQHigher Returns: QQQMore Diversified: BSCQ

Side-by-Side Comparison

MetricBSCQQQQWinner
Expense Ratio0.10%0.18%
AUM$3.5B$496.3B
Dividend Yield4.09%0.44%
Holdings194108
YTD Return+2.35%+16.64%
1Y Return+4.12%+27.27%
3Y Return (annualized)+5.44%+25.96%
5Y Return (annualized)+1.56%+14.54%
Volatility (annualized)4.7%30.6%
Max Drawdown-16.5%-83.0%
Fund FamilyInvesco (US)Invesco (US)
CategoryFixed IncomeEquity
InceptionSep 13, 2016Mar 10, 1999

BSCQ vs QQQ Performance

Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) is a ETF from Invesco (US) and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year BSCQ returned +4.12% while QQQ returned +27.27%. Year to date, BSCQ is up 2.35% versus a gain of 16.64% for QQQ.

Over three years, BSCQ compounded at +5.44% per year against +25.96% for QQQ; over five years the annualized figures are +1.56% and +14.54% respectively. Across the full 10-year window we track, QQQ has the edge at +13.03% annualized vs +1.60%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 4.7% for BSCQ. 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 -16.5% for BSCQ 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 0.49. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BSCQ charges 0.10% per year while QQQ charges 0.18%. On a $10,000 position that is $10 vs $18 annually, a gap of $8 per year that compounds over a long holding period. On income, BSCQ currently yields 4.09% against 0.44% for QQQ.

Holdings Overlap

0.0%overlap

BSCQ and QQQ share 0 holdings out of 345 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, BSCQ or QQQ?

BSCQ has an expense ratio of 0.10% while QQQ charges 0.18%. BSCQ is the cheaper option. On a $10,000 investment, that is $8 per year of difference.

Which performed better, BSCQ or QQQ?

Over the past year BSCQ returned +4.12% vs +27.27% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (10 years), BSCQ annualized +1.60% vs +13.03% for QQQ. Past performance does not guarantee future results.

Which is riskier, BSCQ or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 4.7% for BSCQ. Worst drawdown: BSCQ -16.5% vs QQQ -83.0%.

Should I hold both BSCQ and QQQ?

BSCQ and QQQ have a monthly-return correlation of 0.49, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BSCQ and QQQ?

BSCQ and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 345 unique securities.

Which pays a higher dividend, BSCQ or QQQ?

BSCQ yields 4.09% while QQQ yields 0.44%, so BSCQ currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free