IBCA vs QQQ

IBCA vs QQQ

Which is better, IBCA or QQQ?

QQQ has been ahead.

IBCA has a lower expense ratio. QQQ led over 1Y and the full window.

Lower Fees: IBCAHigher 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

MetricIBCAQQQ
Expense Ratio0.10%Best0.18%
AUM$411M$483.5B
Dividend Yield4.87%0.44%
Holdings416107
YTD Return-2.00%+17.95%Best
1Y Return-1.25%+21.77%Best
3Y Return (annualized)-+25.63%
5Y Return (annualized)-+15.24%
Volatility (annualized)3.9%Best19.1%
Max Drawdown-4.0%Best-14.1%
$10,000 over 1.5 years$10,494$15,061Best
Fund FamilyiShares by BlackRock (US)Invesco (US)
CategoryFixed IncomeEquity
Style-Large Cap Growth
InceptionMar 25, 2025Mar 10, 1999

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.5 years row, are measured over the window both funds cover: Mar 26, 2025 to Sep 18, 2026 (1.5 years).

IBCA 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 covers the 1.5 years both funds cover.

IBCA vs QQQ Performance

iShares iBonds Dec 2035 Term Corporate ETF (IBCA) is an ETF from iShares by BlackRock (US) and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year IBCA returned -1.25% while QQQ returned +21.77%. Year to date, IBCA is down 2.00% versus a gain of 17.95% for QQQ.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 19.1% compared with 3.9% for IBCA. 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 -4.0% for IBCA and -14.1% 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 0.41. They move together some of the time, and apart the rest.

Fees and Cost Over Time

IBCA charges 0.10% per year while QQQ charges 0.18%. On a $10,000 position that is $10 vs $18 annually, a gap of $8 per year that compounds over a long holding period. On income, IBCA currently yields 4.87% against 0.44% for QQQ.

Holdings Overlap

We hold position weights for 345 holdings in IBCA and 102 in QQQ, totalling 78.5% 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 345 positions we hold weights for in IBCA and 102 in QQQ, against full books of 416 and 107.

You are not choosing between two funds in isolation.

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

IBCAQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IBCA or QQQ?

IBCA has an expense ratio of 0.10% while QQQ charges 0.18%. IBCA is the cheaper option, by $8 a year on a $10,000 investment.

Which performed better, IBCA or QQQ?

Over the past year IBCA returned -1.25% vs +21.77% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), IBCA annualized +3.27% vs +31.39% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IBCA or QQQ?

QQQ has been the more volatile fund at 19.1% annualized versus 3.9% for IBCA. Worst drawdown: IBCA -4.0% vs QQQ -14.1%.

Should I hold both IBCA and QQQ?

IBCA and QQQ have a monthly-return correlation of 0.41, 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, IBCA or QQQ?

IBCA yields 4.87% while QQQ yields 0.44%, so IBCA currently pays the higher dividend yield.

Is QQQ better than IBCA?

IBCA has a lower expense ratio. QQQ led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.