IBHM vs QQQ
iShares iBonds 2033 Term High Yield and Income ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ has a lower expense ratio. IBHM offers more diversification with 173 holdings.
Side-by-Side Comparison
| Metric | IBHM | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.18% | |
| AUM | $16M | $496.3B | |
| Dividend Yield | 1.58% | 0.44% | |
| Holdings | 173 | 108 | |
| YTD Return | +2.11% | +16.19% | |
| 1Y Return | - | +25.22% | |
| 3Y Return (annualized) | - | +25.47% | |
| 5Y Return (annualized) | - | +14.34% | |
| Volatility (annualized) | - | 30.6% | |
| Max Drawdown | -2.2% | -83.0% | |
| Fund Family | iShares by BlackRock (US) | Invesco (US) | |
| Category | Fixed Income | Equity | |
| Inception | Mar 25, 2026 | Mar 10, 1999 |
IBHM vs QQQ Performance
iShares iBonds 2033 Term High Yield and Income ETF (IBHM) is a ETF from iShares by BlackRock (US) and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Year to date, IBHM is up 2.11% versus a gain of 16.19% for QQQ.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -2.2% for IBHM 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
IBHM charges 0.35% per year while QQQ charges 0.18%. On a $10,000 position that is $35 vs $18 annually, a gap of $17 per year that compounds over a long holding period. On income, IBHM currently yields 1.58% against 0.44% for QQQ.
Holdings Overlap
IBHM and QQQ share 0 holdings out of 201 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, IBHM or QQQ?
IBHM has an expense ratio of 0.35% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $17 per year of difference.
What is the holdings overlap between IBHM and QQQ?
IBHM and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 201 unique securities.
Which pays a higher dividend, IBHM or QQQ?
IBHM yields 1.58% while QQQ yields 0.44%, so IBHM currently pays the higher dividend yield.
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