BSJY vs QQQ

BSJY vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. BSJY offers more diversification with 289 holdings.

Lower Fees: QQQHigher Returns: TiedMore Diversified: BSJY

Side-by-Side Comparison

MetricBSJYQQQWinner
Expense Ratio0.42%0.18%
AUM$5M$496.3B
Dividend Yield0.73%0.44%
Holdings289108
YTD Return+1.07%+16.64%
1Y Return-+27.27%
3Y Return (annualized)-+25.96%
5Y Return (annualized)-+14.54%
Volatility (annualized)-30.6%
Max Drawdown-1.2%-83.0%
Fund FamilyInvesco (US)Invesco (US)
CategoryAllocation/BalancedEquity
InceptionJun 10, 2026Mar 10, 1999

BSJY vs QQQ Performance

Invesco BulletShares 2034 High Yield Corporate Bond ETF (BSJY) is a ETF from Invesco (US) and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Year to date, BSJY is up 1.07% versus a gain of 16.64% for QQQ.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -1.2% for BSJY and -83.0% for QQQ. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

BSJY 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, BSJY currently yields 0.73% against 0.44% for QQQ.

Holdings Overlap

0.0%overlap

BSJY and QQQ share 0 holdings out of 391 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, BSJY or QQQ?

BSJY has an expense ratio of 0.42% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $24 per year of difference.

What is the holdings overlap between BSJY and QQQ?

BSJY and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 391 unique securities.

Which pays a higher dividend, BSJY or QQQ?

BSJY yields 0.73% while QQQ yields 0.44%, so BSJY currently pays the higher dividend yield.

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