IBBQ vs VOO
Invesco Nasdaq Biotechnology ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. IBBQ delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | IBBQ | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.19% | 0.03% | |
| AUM | $80M | $997.4B | |
| Dividend Yield | 0.79% | 1.08% | |
| Holdings | 260 | 509 | |
| YTD Return | +19.45% | +14.27% | |
| 1Y Return | +46.81% | +21.79% | |
| 3Y Return (annualized) | +19.22% | +22.19% | |
| 5Y Return (annualized) | +6.26% | +13.28% | |
| Volatility (annualized) | 17.0% | 14.2% | |
| Max Drawdown | -37.9% | -34.3% | |
| Fund Family | Invesco (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 11, 2021 | Sep 7, 2010 |
IBBQ vs VOO Performance
Invesco Nasdaq Biotechnology ETF (IBBQ) is a ETF from Invesco (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year IBBQ returned +46.81% while VOO returned +21.79%. Year to date, IBBQ is up 19.45% versus a gain of 14.27% for VOO.
Over three years, IBBQ compounded at +19.22% per year against +22.19% for VOO; over five years the annualized figures are +6.26% and +13.28% respectively. Across the full 5-year window we track, VOO has the edge at +13.59% annualized vs +6.48%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IBBQ has been the more volatile fund, with annualized monthly volatility of 17.0% compared with 14.2% for VOO. 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 -37.9% for IBBQ and -34.3% for VOO. 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 0.56. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IBBQ charges 0.19% per year while VOO charges 0.03%. On a $10,000 position that is $19 vs $3 annually, a gap of $16 per year that compounds over a long holding period. On income, IBBQ currently yields 0.79% against 1.08% for VOO.
Holdings Overlap
IBBQ and VOO share 9 holdings out of 748 unique holdings combined, representing a 1.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IBBQ or VOO?
IBBQ has an expense ratio of 0.19% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $16 per year of difference.
Which performed better, IBBQ or VOO?
Over the past year IBBQ returned +46.81% vs +21.79% for VOO, so IBBQ leads on 1-year performance. Over the longest common window we track (5 years), IBBQ annualized +6.48% vs +13.59% for VOO. Past performance does not guarantee future results.
Which is riskier, IBBQ or VOO?
IBBQ has been the more volatile fund at 17.0% annualized versus 14.2% for VOO. Worst drawdown: IBBQ -37.9% vs VOO -34.3%.
Should I hold both IBBQ and VOO?
IBBQ and VOO have a monthly-return correlation of 0.56, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IBBQ and VOO?
IBBQ and VOO share 9 common holdings with a 1.0% weight overlap. Combined, they hold 748 unique securities.
Which pays a higher dividend, IBBQ or VOO?
IBBQ yields 0.79% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.
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