IBBQ vs QBIG
Invesco Nasdaq Biotechnology ETF vs Invesco Top QQQ ETF
Which is better, IBBQ or QBIG?
IBBQ has been ahead.
IBBQ has a lower expense ratio. IBBQ led over 1Y and the full window. IBBQ is less concentrated, with 47.8% of the fund in its ten largest positions against 100.0%.
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
| Metric | IBBQ | QBIG |
|---|---|---|
| Expense Ratio | 0.19%Best | 0.29% |
| AUM | $118M | $31M |
| Dividend Yield | 1.08% | 0.00% |
| Holdings | 512 | 36 |
| YTD Return | +29.66%Best | +2.98% |
| 1Y Return | +38.04%Best | -1.00% |
| 3Y Return (annualized) | +26.55% | - |
| 5Y Return (annualized) | +9.47% | - |
| Volatility (annualized) | 15.6%Best | 23.6% |
| Max Drawdown | -19.3%Best | -30.3% |
| $10,000 over 1.9 years | $16,049Best | $12,763 |
| Top 10 Weight | 47.8%Best | 100.0% |
| Fund Family | Invesco (US) | Invesco (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Jun 11, 2021 | Dec 4, 2024 |
Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Dec 4, 2024 to Nov 10, 2026 (1.9 years).
IBBQ vs QBIG 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 covers the 1.9 years both funds cover.
IBBQ vs QBIG Performance
Invesco Nasdaq Biotechnology ETF (IBBQ) is an ETF from Invesco (US) and Invesco Top QQQ ETF (QBIG) is an ETF from Invesco (US). Over the past year IBBQ returned +38.04% while QBIG returned -1.00%. Year to date, IBBQ is up 29.66% versus a gain of 2.98% for QBIG.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QBIG has been the more volatile fund, with annualized monthly volatility of 23.6% compared with 15.6% for IBBQ. 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 -19.3% for IBBQ and -30.3% for QBIG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.07. They move largely independently of each other.
Fees and Cost Over Time
IBBQ charges 0.19% per year while QBIG charges 0.29%. On a $10,000 position that is $19 vs $29 annually, a gap of $10 per year that compounds over a long holding period. On income, IBBQ currently yields 1.08% against 0.00% for QBIG.
Holdings Overlap
We hold position weights for 247 holdings in IBBQ and 10 in QBIG, totalling 100.0% and 100.0% 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 247 positions we hold weights for in IBBQ and 10 in QBIG, against full books of 512 and 36.
What only one of them owns
Our book lists 9 positions for QBIG that do not appear in our book for IBBQ (88.8% of the fund), and 216 for IBBQ that do not appear in QBIG (90.1%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of IBBQ and QBIG you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IBBQ or QBIG?
IBBQ has an expense ratio of 0.19% while QBIG charges 0.29%. IBBQ is the cheaper option, by $10 a year on a $10,000 investment.
Which performed better, IBBQ or QBIG?
Over the past year IBBQ returned +38.04% vs -1.00% for QBIG, so IBBQ leads on 1-year performance. Over the longest common window we track (2 years), IBBQ annualized +28.27% vs +13.70% for QBIG. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IBBQ or QBIG?
QBIG has been the more volatile fund at 23.6% annualized versus 15.6% for IBBQ. Worst drawdown: IBBQ -19.3% vs QBIG -30.3%.
Should I hold both IBBQ and QBIG?
IBBQ and QBIG have a monthly-return correlation of 0.07, 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, IBBQ or QBIG?
IBBQ yields 1.08% while QBIG yields 0.00%, so IBBQ currently pays the higher dividend yield.
Is QBIG better than IBBQ?
IBBQ has a lower expense ratio. IBBQ led over 1Y and the full window. IBBQ is less concentrated, with 47.8% of the fund in its ten largest positions against 100.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.