BSMP vs QQQ

BSMP vs QQQ

Which is better, BSMP or QQQ?

Municipal Bond against Large Cap Growth.

Lower Fees: Tied

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

MetricBSMPQQQ
Expense Ratio0.18%Tie0.18%Tie
AUM$181M$483.5B
Dividend Yield2.32%0.44%
Holdings490107
Volatility (annualized)3.5%Best20.3%
Max Drawdown-10.9%Best-35.6%
Fund FamilyInvesco (US)Invesco (US)
CategoryFixed IncomeEquity
StyleMunicipal BondLarge Cap Growth
InceptionSep 25, 2019Mar 10, 1999

Not shown on this pair: YTD Price Return, 1Y Price Return, 3Y Price Return (annualized), 5Y Price Return (annualized), $10,000 over 6.2 years, Top 10 Weight.

The two price series end 274 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. BSMP has data through Dec 17, 2025 and QQQ through Sep 17, 2026.

Volatility and max drawdown, and the $10,000 over 6.2 years row, are measured over the window both funds cover: Sep 25, 2019 to Dec 17, 2025 (6.2 years).

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 20.3% compared with 3.5% for BSMP. 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 -10.9% for BSMP and -35.6% 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 0.48. They move together some of the time, and apart the rest.

Fees and Cost Over Time

BSMP charges 0.18% per year while QQQ charges 0.18%. On a $10,000 position that is $18 vs $18 annually. On income, BSMP currently yields 2.32% against 0.44% for QQQ.

Holdings Overlap

We hold position weights for 158 holdings in BSMP and 102 in QQQ, totalling 22.6% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 309 days apart, BSMP as of Sep 30, 2025 and QQQ as of Aug 5, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 158 positions we hold weights for in BSMP and 102 in QQQ, against full books of 490 and 107.

You are not choosing between two funds in isolation.

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

BSMPQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BSMP or QQQ?

BSMP has an expense ratio of 0.18% while QQQ charges 0.18%. At the precision these are quoted to, they cost the same.

Which is riskier, BSMP or QQQ?

QQQ has been the more volatile fund at 20.3% annualized versus 3.5% for BSMP. Worst drawdown: BSMP -10.9% vs QQQ -35.6%.

Should I hold both BSMP and QQQ?

BSMP and QQQ have a monthly-return correlation of 0.48, 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, BSMP or QQQ?

BSMP yields 2.32% while QQQ yields 0.44%, so BSMP currently pays the higher dividend yield.

Is QQQ better than BSMP?

BSMP and QQQ are close on every measure we can compare. Which one suits a particular account depends on what it is for. This is information, not a recommendation.