IBMQ vs QQQ
iShares iBonds Dec 2028 Term Muni Bond ETF vs Invesco QQQ Trust, Series 1
Which is better, IBMQ or QQQ?
Municipal Bond against Large Cap Growth.
QQQ led over 1Y, 3Y, 5Y 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 | IBMQ | QQQ |
|---|---|---|
| Expense Ratio | 0.18%Tie | 0.18%Tie |
| AUM | $666M | $483.5B |
| Dividend Yield | 2.45% | 0.44% |
| Holdings | 2,676 | 107 |
| YTD Return | -0.84% | +15.94%Best |
| 1Y Return | -0.93% | +20.44%Best |
| 3Y Return (annualized) | +2.52% | +24.86%Best |
| 5Y Return (annualized) | +0.01% | +14.26%Best |
| Volatility (annualized) | 5.0%Best | 20.5% |
| Max Drawdown | -15.8%Best | -35.1% |
| $10,000 over 5 years | $10,005 | $19,475Best |
| Fund Family | iShares by BlackRock (US) | Invesco (US) |
| Category | Fixed Income | Equity |
| Style | Municipal Bond | Large Cap Growth |
| Inception | Apr 16, 2019 | Mar 10, 1999 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Apr 18, 2019 to Sep 14, 2026 (7.4 years).
IBMQ 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.
IBMQ vs QQQ Performance
iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) 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 IBMQ returned -0.93% while QQQ returned +20.44%. Year to date, IBMQ is down 0.84% versus a gain of 15.94% for QQQ.
Over three years, IBMQ compounded at +2.52% per year against +24.86% for QQQ; over five years the annualized figures are +0.01% and +14.26% respectively. Across the full 7-year window we track, QQQ has the edge at +20.20% annualized vs +1.66%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 20.5% compared with 5.0% for IBMQ. 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 -15.8% for IBMQ and -35.1% 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 0.44. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IBMQ charges 0.18% per year while QQQ charges 0.18%. On a $10,000 position that is $18 vs $18 annually. On income, IBMQ currently yields 2.45% against 0.44% for QQQ.
Holdings Overlap
We hold position weights for 314 holdings in IBMQ and 102 in QQQ, totalling 23.3% 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 314 positions we hold weights for in IBMQ and 102 in QQQ, against full books of 2,676 and 107.
You are not choosing between two funds in isolation.
Whichever of IBMQ 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, IBMQ or QQQ?
IBMQ has an expense ratio of 0.18% while QQQ charges 0.18%. At the precision these are quoted to, they cost the same.
Which performed better, IBMQ or QQQ?
Over the past year IBMQ returned -0.93% vs +20.44% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (7 years), IBMQ annualized +1.66% vs +20.20% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IBMQ or QQQ?
QQQ has been the more volatile fund at 20.5% annualized versus 5.0% for IBMQ. Worst drawdown: IBMQ -15.8% vs QQQ -35.1%.
Should I hold both IBMQ and QQQ?
IBMQ and QQQ have a monthly-return correlation of 0.44, 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, IBMQ or QQQ?
IBMQ yields 2.45% while QQQ yields 0.44%, so IBMQ currently pays the higher dividend yield.
Is QQQ better than IBMQ?
QQQ led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.