IBII vs QQQ
iShares iBonds Oct 2032 Term TIPS ETF vs Invesco QQQ Trust, Series 1
Which is better, IBII or QQQ?
QQQ has been ahead.
IBII has a lower expense ratio. QQQ led over 1Y, 3Y and the full window.
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
| Metric | IBII | QQQ |
|---|---|---|
| Expense Ratio | 0.10%Best | 0.18% |
| AUM | $74M | $498.6B |
| Dividend Yield | 5.22% | 0.42% |
| Holdings | 5 | 321 |
| YTD Return | -1.66% | +24.32%Best |
| 1Y Return | -1.46% | +25.59%Best |
| 3Y Return (annualized) | +4.75% | +28.30%Best |
| 5Y Return (annualized) | - | +16.83% |
| Volatility (annualized) | 5.2%Best | 17.0% |
| Max Drawdown | -4.7%Best | -22.8% |
| $10,000 over 3 years | $11,320 | $21,362Best |
| Fund Family | iShares by BlackRock (US) | Invesco (US) |
| Category | Fixed Income | Equity |
| Style | - | Large Cap Growth |
| Inception | Sep 19, 2023 | Mar 10, 1999 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3 years row, are measured over the window both funds cover: Sep 21, 2023 to Oct 6, 2026 (3 years).
IBII 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 3 years both funds cover.
IBII vs QQQ Performance
iShares iBonds Oct 2032 Term TIPS ETF (IBII) 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 IBII returned -1.46% while QQQ returned +25.59%. Year to date, IBII is down 1.66% versus a gain of 24.32% for QQQ.
Over three years, IBII compounded at +4.75% per year against +28.30% 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 17.0% compared with 5.2% for IBII. 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 -4.7% for IBII and -22.8% 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 0.26. They move largely independently of each other.
Fees and Cost Over Time
IBII 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, IBII currently yields 5.22% against 0.42% for QQQ.
Holdings Overlap
We hold position weights for 4 holdings in IBII and 102 in QQQ, totalling 100.0% 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 4 positions we hold weights for in IBII and 102 in QQQ, against full books of 5 and 321.
You are not choosing between two funds in isolation.
Whichever of IBII and QQQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IBII or QQQ?
IBII has an expense ratio of 0.10% while QQQ charges 0.18%. IBII is the cheaper option, by $8 a year on a $10,000 investment.
Which performed better, IBII or QQQ?
Over the past year IBII returned -1.46% vs +25.59% for QQQ, so QQQ leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IBII or QQQ?
QQQ has been the more volatile fund at 17.0% annualized versus 5.2% for IBII. Worst drawdown: IBII -4.7% vs QQQ -22.8%.
Should I hold both IBII and QQQ?
IBII and QQQ have a monthly-return correlation of 0.26, 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, IBII or QQQ?
IBII yields 5.22% while QQQ yields 0.42%, so IBII currently pays the higher dividend yield.
Is QQQ better than IBII?
IBII has a lower expense ratio. QQQ led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.