IBBQ vs VXUS

Quick Verdict

VXUS has a lower expense ratio. IBBQ delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: VXUSHigher Returns: IBBQMore Diversified: VXUS

Side-by-Side Comparison

MetricIBBQVXUSWinner
Expense Ratio0.19%0.05%
AUM$76M$156.5B
Dividend Yield0.79%2.60%
Holdings2618,747
YTD Return+19.81%+15.24%
1Y Return+47.56%+26.32%
3Y Return (annualized)+19.24%+19.85%
5Y Return (annualized)+6.01%+9.23%
Volatility (annualized)17.0%15.1%
Max Drawdown-37.9%-39.9%
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
InceptionJun 11, 2021Jan 26, 2011

IBBQ vs VXUS Performance

Invesco Nasdaq Biotechnology ETF (IBBQ) is a ETF from Invesco (US) and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year IBBQ returned +47.56% while VXUS returned +26.32%. Year to date, IBBQ is up 19.81% versus a gain of 15.24% for VXUS.

Over three years, IBBQ compounded at +19.24% per year against +19.85% for VXUS; over five years the annualized figures are +6.01% and +9.23% respectively. Across the full 5-year window we track, IBBQ has the edge at +6.55% annualized vs +4.89%. 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 15.1% for VXUS. 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 -39.9% for VXUS. 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 0.54. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IBBQ charges 0.19% per year while VXUS charges 0.05%. On a $10,000 position that is $19 vs $5 annually, a gap of $14 per year that compounds over a long holding period. On income, IBBQ currently yields 0.79% against 2.60% for VXUS.

Holdings Overlap

0.1%overlap

IBBQ and VXUS share 6 holdings out of 8107 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IBBQWeight in VXUSDifference
ARGX1.76%0.11%1.65%
GMAB:CO0.14%0.04%0.10%
ALVO:LU0.08%0.00%0.08%
MESOProProPro
ZLABProProPro
GLPG:BRProProPro
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Frequently Asked Questions

Which is cheaper, IBBQ or VXUS?

IBBQ has an expense ratio of 0.19% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $14 per year of difference.

Which performed better, IBBQ or VXUS?

Over the past year IBBQ returned +47.56% vs +26.32% for VXUS, so IBBQ leads on 1-year performance. Over the longest common window we track (5 years), IBBQ annualized +6.55% vs +4.89% for VXUS. Past performance does not guarantee future results.

Which is riskier, IBBQ or VXUS?

IBBQ has been the more volatile fund at 17.0% annualized versus 15.1% for VXUS. Worst drawdown: IBBQ -37.9% vs VXUS -39.9%.

Should I hold both IBBQ and VXUS?

IBBQ and VXUS have a monthly-return correlation of 0.54, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IBBQ and VXUS?

IBBQ and VXUS share 6 common holdings with a 0.1% weight overlap. Combined, they hold 8107 unique securities.

Which pays a higher dividend, IBBQ or VXUS?

IBBQ yields 0.79% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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