IBGM vs QQQ

IBGM vs QQQ

Which is better, IBGM or QQQ?

Long Term Government Bond against Large Cap Growth.

IBGM has a lower expense ratio.

Lower Fees: IBGM

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

MetricIBGMQQQ
Expense Ratio0.07%Best0.18%
AUM$41M$498.6B
Dividend Yield1.67%0.42%
Holdings4321
YTD Return-7.74%+24.32%Best
1Y Return-+25.59%
3Y Return (annualized)-+28.30%
5Y Return (annualized)-+16.83%
Fund FamilyiShares by BlackRock (US)Invesco (US)
CategoryFixed IncomeEquity
StyleLong Term Government BondLarge Cap Growth
InceptionMar 25, 2026Mar 10, 1999

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

IBGM 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

IBGM vs QQQ Performance

iShares iBonds Dec 2056 Term Treasury ETF (IBGM) is an ETF from iShares by BlackRock (US) and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Year to date, IBGM is down 7.74% versus a gain of 24.32% for QQQ.

Past performance does not guarantee future results.

Fees and Cost Over Time

IBGM 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, IBGM currently yields 1.67% against 0.42% for QQQ.

Holdings Overlap

We hold position weights for 1 holding in IBGM and 102 in QQQ, totalling 0.0% 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 1 positions we hold weights for in IBGM and 102 in QQQ, against full books of 4 and 321.

You are not choosing between two funds in isolation.

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

IBGMQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IBGM or QQQ?

IBGM has an expense ratio of 0.07% while QQQ charges 0.18%. IBGM is the cheaper option, by $11 a year on a $10,000 investment.

Which pays a higher dividend, IBGM or QQQ?

IBGM yields 1.67% while QQQ yields 0.42%, so IBGM currently pays the higher dividend yield.

Is QQQ better than IBGM?

IBGM has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.