BSJX vs QQQ

BSJX vs QQQ

Which is better, BSJX or QQQ?

High Yield Bond against Large Cap Growth.

QQQ has a lower expense ratio. QQQ led over 1Y 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

MetricBSJXQQQ
Expense Ratio0.42%0.18%Best
AUM$22M$483.5B
Dividend Yield6.10%0.44%
Holdings146107
YTD Return+1.00%+16.87%Best
1Y Return+2.97%+22.98%Best
3Y Return (annualized)-+24.98%
5Y Return (annualized)-+14.39%
Volatility (annualized)3.3%Best19.8%
Max Drawdown-3.4%Best-12.0%
$10,000 over 1.3 years$10,683$13,666Best
Fund FamilyInvesco (US)Invesco (US)
CategoryFixed IncomeEquity
StyleHigh Yield BondLarge Cap Growth
InceptionJun 11, 2025Mar 10, 1999

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.3 years row, are measured over the window both funds cover: Jun 11, 2025 to Sep 11, 2026 (1.3 years).

BSJX 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 1.3 years both funds cover.

BSJX vs QQQ Performance

Invesco BulletShares 2033 High Yield Corporate Bond ETF (BSJX) is an ETF from Invesco (US) and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year BSJX returned +2.97% while QQQ returned +22.98%. Year to date, BSJX is up 1.00% versus a gain of 16.87% 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 19.8% compared with 3.3% for BSJX. 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 -3.4% for BSJX 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 0.57. They move together some of the time, and apart the rest.

Fees and Cost Over Time

BSJX charges 0.42% per year while QQQ charges 0.18%. On a $10,000 position that is $42 vs $18 annually, a gap of $24 per year that compounds over a long holding period. On income, BSJX currently yields 6.10% against 0.44% for QQQ.

Holdings Overlap

We hold position weights for 84 holdings in BSJX and 102 in QQQ, totalling 57.9% 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 84 positions we hold weights for in BSJX and 102 in QQQ, against full books of 146 and 107.

You are not choosing between two funds in isolation.

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

BSJXQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BSJX or QQQ?

BSJX has an expense ratio of 0.42% while QQQ charges 0.18%. QQQ is the cheaper option, by $24 a year on a $10,000 investment.

Which performed better, BSJX or QQQ?

Over the past year BSJX returned +2.97% vs +22.98% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (1 years), BSJX annualized +5.21% vs +27.16% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BSJX or QQQ?

QQQ has been the more volatile fund at 19.8% annualized versus 3.3% for BSJX. Worst drawdown: BSJX -3.4% vs QQQ -12.0%.

Should I hold both BSJX and QQQ?

BSJX and QQQ have a monthly-return correlation of 0.57, 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, BSJX or QQQ?

BSJX yields 6.10% while QQQ yields 0.44%, so BSJX currently pays the higher dividend yield.

Is QQQ better than BSJX?

QQQ has a lower expense ratio. QQQ led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.