DMB vs QQQ

DMB vs QQQ

Which is better, DMB or QQQ?

Municipal Bond against Large Cap Growth.

QQQ led over 1Y, 3Y, 5Y and the full window.

Higher 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

MetricDMBQQQ
Expense Ratio-0.18%
AUM$284M$486.1B
Dividend Yield4.51%0.44%
Holdings203107
YTD Return-1.12%+17.54%Best
1Y Return+8.85%+25.59%Best
3Y Return (annualized)+3.61%+24.63%Best
5Y Return (annualized)-3.58%+14.18%Best
Volatility (annualized)15.6%Best17.8%
Max Drawdown-40.1%-35.1%Best
$10,000 over 5 years$8,334$19,407Best
Fund FamilyBNY Mellon Investment ManagementInvesco (US)
CategoryTax PreferredEquity
StyleMunicipal BondLarge Cap Growth
InceptionApr 26, 2013Mar 10, 1999

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Apr 26, 2013 to Sep 4, 2026 (13.4 years).

DMB 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

DMB vs QQQ Performance

BNY Mellon Municipal Bond Infrastructure Fund, Inc. (DMB) is an ETF from BNY Mellon Investment Management and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year DMB returned +8.85% while QQQ returned +25.59%. Year to date, DMB is down 1.12% versus a gain of 17.54% for QQQ.

Over three years, DMB compounded at +3.61% per year against +24.63% for QQQ; over five years the annualized figures are -3.58% and +14.18% respectively. Across the full 13-year window we track, QQQ has the edge at +19.39% annualized vs -0.91%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 17.8% compared with 15.6% for DMB. 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 -40.1% for DMB and -35.1% 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 0.35. They move together some of the time, and apart the rest.

Holdings Overlap

We hold position weights for 100 holdings in DMB and 102 in QQQ, totalling 51.1% 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 100 positions we hold weights for in DMB and 102 in QQQ, against full books of 203 and 107.

You are not choosing between two funds in isolation.

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

DMBQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which performed better, DMB or QQQ?

Over the past year DMB returned +8.85% vs +25.59% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (13 years), DMB annualized -0.91% vs +19.39% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DMB or QQQ?

QQQ has been the more volatile fund at 17.8% annualized versus 15.6% for DMB. Worst drawdown: DMB -40.1% vs QQQ -35.1%.

Should I hold both DMB and QQQ?

DMB and QQQ have a monthly-return correlation of 0.35, 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, DMB or QQQ?

DMB yields 4.51% while QQQ yields 0.44%, so DMB currently pays the higher dividend yield.

Is QQQ better than DMB?

QQQ led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.