IBGC vs QQQ

IBGC vs QQQ
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Quick Verdict

IBGC has a lower expense ratio. QQQ offers more diversification with 108 holdings.

Lower Fees: IBGCHigher Returns: TiedMore Diversified: QQQ

Side-by-Side Comparison

MetricIBGCQQQWinner
Expense Ratio0.07%0.18%
AUM$28M$496.3B
Dividend Yield1.22%0.44%
Holdings7108
YTD Return-1.68%+16.64%
1Y Return-+27.27%
3Y Return (annualized)-+25.96%
5Y Return (annualized)-+14.54%
Volatility (annualized)-30.6%
Max Drawdown-5.3%-83.0%
Fund FamilyiShares by BlackRock (US)Invesco (US)
CategoryFixed IncomeEquity
InceptionMar 25, 2026Mar 10, 1999

IBGC vs QQQ Performance

iShares iBonds Dec 2046 Term Treasury ETF (IBGC) is a ETF from iShares by BlackRock (US) and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Year to date, IBGC is down 1.68% versus a gain of 16.64% for QQQ.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -5.3% for IBGC and -83.0% for QQQ. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

IBGC charges 0.07% per year while QQQ charges 0.18%. On a $10,000 position that is $7 vs $18 annually, a gap of $11 per year that compounds over a long holding period. On income, IBGC currently yields 1.22% against 0.44% for QQQ.

Holdings Overlap

0.0%overlap

IBGC and QQQ share 0 holdings out of 107 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, IBGC or QQQ?

IBGC has an expense ratio of 0.07% while QQQ charges 0.18%. IBGC is the cheaper option. On a $10,000 investment, that is $11 per year of difference.

What is the holdings overlap between IBGC and QQQ?

IBGC and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 107 unique securities.

Which pays a higher dividend, IBGC or QQQ?

IBGC yields 1.22% while QQQ yields 0.44%, so IBGC currently pays the higher dividend yield.

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