BSTU vs QQQ

BSTU vs QQQ
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Quick Verdict

BSTU has a lower expense ratio. QQQ offers more diversification with 108 holdings.

Lower Fees: BSTUHigher Returns: TiedMore Diversified: QQQ

Side-by-Side Comparison

MetricBSTUQQQWinner
Expense Ratio0.07%0.18%
AUM$1M$496.3B
Dividend Yield0.47%0.44%
Holdings30108
YTD Return+0.33%+16.64%
1Y Return-+27.27%
3Y Return (annualized)-+25.96%
5Y Return (annualized)-+14.54%
Volatility (annualized)-30.6%
Max Drawdown-0.9%-83.0%
Fund FamilyInvesco (US)Invesco (US)
CategoryAllocation/BalancedEquity
InceptionJun 10, 2026Mar 10, 1999

BSTU vs QQQ Performance

Invesco BulletShares 2030 Treasury Bond ETF (BSTU) is a ETF from Invesco (US) and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Year to date, BSTU is up 0.33% versus a gain of 16.64% for QQQ.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -0.9% for BSTU 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

BSTU charges 0.07% per year while QQQ charges 0.18%. On a $10,000 position that is $7 vs $18 annually, a gap of $11 per year that compounds over a long holding period. On income, BSTU currently yields 0.47% against 0.44% for QQQ.

Holdings Overlap

0.0%overlap

BSTU and QQQ share 0 holdings out of 127 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, BSTU or QQQ?

BSTU has an expense ratio of 0.07% while QQQ charges 0.18%. BSTU is the cheaper option. On a $10,000 investment, that is $11 per year of difference.

What is the holdings overlap between BSTU and QQQ?

BSTU and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 127 unique securities.

Which pays a higher dividend, BSTU or QQQ?

BSTU yields 0.47% while QQQ yields 0.44%, so BSTU currently pays the higher dividend yield.

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