BSTP vs QQQ

BSTP 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

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: QQQ

Side-by-Side Comparison

MetricBSTPQQQWinner
Expense Ratio0.89%0.18%
AUM$60M$496.3B
Dividend Yield0.00%0.44%
Holdings6108
YTD Return+7.63%+16.23%
1Y Return+13.10%+26.23%
3Y Return (annualized)+14.14%+25.75%
5Y Return (annualized)-+14.78%
Volatility (annualized)11.0%30.6%
Max Drawdown-16.7%-83.0%
Fund FamilyInnovator ETFs TrustInvesco (US)
CategoryAlternativeEquity
InceptionMar 7, 2022Mar 10, 1999

BSTP vs QQQ Performance

Innovator Buffer Step Up Strategy ETF (BSTP) is a ETF from Innovator ETFs Trust and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year BSTP returned +13.10% while QQQ returned +26.23%. Year to date, BSTP is up 7.63% versus a gain of 16.23% for QQQ.

Over three years, BSTP compounded at +14.14% per year against +25.75% for QQQ. Across the full 5-year window we track, QQQ has the edge at +13.02% annualized vs +10.79%. 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 11.0% for BSTP. 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 -16.7% for BSTP 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 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

BSTP charges 0.89% per year while QQQ charges 0.18%. On a $10,000 position that is $89 vs $18 annually, a gap of $71 per year that compounds over a long holding period. On income, BSTP currently yields 0.00% against 0.44% for QQQ.

Frequently Asked Questions

Which is cheaper, BSTP or QQQ?

BSTP has an expense ratio of 0.89% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $71 per year of difference.

Which performed better, BSTP or QQQ?

Over the past year BSTP returned +13.10% vs +26.23% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (5 years), BSTP annualized +10.79% vs +13.02% for QQQ. Past performance does not guarantee future results.

Which is riskier, BSTP or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 11.0% for BSTP. Worst drawdown: BSTP -16.7% vs QQQ -83.0%.

Should I hold both BSTP and QQQ?

BSTP and QQQ have a monthly-return correlation of 0.91, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

Which pays a higher dividend, BSTP or QQQ?

BSTP yields 0.00% while QQQ yields 0.44%, so QQQ 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