IBMR vs QQQ
iShares iBonds Dec 2029 Term Muni Bond ETF vs Invesco QQQ Trust, Series 1
Which is better, IBMR or QQQ?
Intermediate Term Bond against Large Cap Growth.
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 | IBMR | QQQ |
|---|---|---|
| Expense Ratio | 0.18%Tie | 0.18%Tie |
| AUM | $480M | $483.5B |
| Dividend Yield | 2.53% | 0.44% |
| Holdings | 1,805 | 107 |
| YTD Return | -1.87% | +17.95%Best |
| 1Y Return | -1.87% | +21.77%Best |
| 3Y Return (annualized) | +2.82% | +25.63%Best |
| 5Y Return (annualized) | - | +15.24% |
| Volatility (annualized) | 4.3%Best | 17.1% |
| Max Drawdown | -10.6%Best | -22.8% |
| $10,000 over 3.4 years | $9,966 | $22,769Best |
| Fund Family | iShares by BlackRock (US) | Invesco (US) |
| Category | Fixed Income | Equity |
| Style | Intermediate Term Bond | Large Cap Growth |
| Inception | May 9, 2023 | Mar 10, 1999 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.4 years row, are measured over the window both funds cover: May 11, 2023 to Sep 18, 2026 (3.4 years).
IBMR 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.
IBMR vs QQQ Performance
iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) 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 IBMR returned -1.87% while QQQ returned +21.77%. Year to date, IBMR is down 1.87% versus a gain of 17.95% for QQQ.
Over three years, IBMR compounded at +2.82% per year against +25.63% 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 17.1% compared with 4.3% for IBMR. 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 -10.6% for IBMR 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 0.51. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IBMR charges 0.18% per year while QQQ charges 0.18%. On a $10,000 position that is $18 vs $18 annually. On income, IBMR currently yields 2.53% against 0.44% for QQQ.
Holdings Overlap
We hold position weights for 322 holdings in IBMR and 102 in QQQ, totalling 23.9% 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 322 positions we hold weights for in IBMR and 102 in QQQ, against full books of 1,805 and 107.
You are not choosing between two funds in isolation.
Whichever of IBMR 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, IBMR or QQQ?
IBMR 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, IBMR or QQQ?
Over the past year IBMR returned -1.87% vs +21.77% 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, IBMR or QQQ?
QQQ has been the more volatile fund at 17.1% annualized versus 4.3% for IBMR. Worst drawdown: IBMR -10.6% vs QQQ -22.8%.
Should I hold both IBMR and QQQ?
IBMR and QQQ have a monthly-return correlation of 0.51, 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, IBMR or QQQ?
IBMR yields 2.53% while QQQ yields 0.44%, so IBMR currently pays the higher dividend yield.
Is QQQ better than IBMR?
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.