IBIK vs QQQ
iShares iBonds Oct 2034 Term TIPS ETF vs Invesco QQQ Trust, Series 1
Which is better, IBIK or QQQ?
Long Term High Quality against Large Cap Growth.
IBIK has a lower expense ratio. QQQ led over 1Y 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 | IBIK | QQQ |
|---|---|---|
| Expense Ratio | 0.10%Best | 0.18% |
| AUM | $92M | $498.6B |
| Dividend Yield | 5.61% | 0.42% |
| Holdings | 3 | 321 |
| YTD Return | -2.80% | +22.67%Best |
| 1Y Return | -2.93% | +24.33%Best |
| 3Y Return (annualized) | - | +29.05% |
| 5Y Return (annualized) | - | +17.00% |
| Volatility (annualized) | 5.1%Best | 17.3% |
| Max Drawdown | -5.6%Best | -22.8% |
| $10,000 over 2.4 years | $10,730 | $16,735Best |
| Fund Family | iShares by BlackRock (US) | Invesco (US) |
| Category | Fixed Income | Equity |
| Style | Long Term High Quality | Large Cap Growth |
| Inception | May 22, 2024 | Mar 10, 1999 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.4 years row, are measured over the window both funds cover: May 24, 2024 to Oct 2, 2026 (2.4 years).
IBIK 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 2.4 years both funds cover.
IBIK vs QQQ Performance
iShares iBonds Oct 2034 Term TIPS ETF (IBIK) 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 IBIK returned -2.93% while QQQ returned +24.33%. Year to date, IBIK is down 2.80% versus a gain of 22.67% 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 17.3% compared with 5.1% for IBIK. 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 -5.6% for IBIK 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 0.10. They move largely independently of each other.
Fees and Cost Over Time
IBIK 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, IBIK currently yields 5.61% against 0.42% for QQQ.
Holdings Overlap
We hold position weights for 2 holdings in IBIK 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 2 positions we hold weights for in IBIK and 102 in QQQ, against full books of 3 and 321.
You are not choosing between two funds in isolation.
Whichever of IBIK 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, IBIK or QQQ?
IBIK has an expense ratio of 0.10% while QQQ charges 0.18%. IBIK is the cheaper option, by $8 a year on a $10,000 investment.
Which performed better, IBIK or QQQ?
Over the past year IBIK returned -2.93% vs +24.33% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), IBIK annualized +2.98% vs +23.93% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IBIK or QQQ?
QQQ has been the more volatile fund at 17.3% annualized versus 5.1% for IBIK. Worst drawdown: IBIK -5.6% vs QQQ -22.8%.
Should I hold both IBIK and QQQ?
IBIK and QQQ have a monthly-return correlation of 0.10, 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, IBIK or QQQ?
IBIK yields 5.61% while QQQ yields 0.42%, so IBIK currently pays the higher dividend yield.
Is QQQ better than IBIK?
IBIK 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.