IBMS vs QQQ
iShares iBonds Dec 2030 Term Muni Bond ETF vs Invesco QQQ Trust, Series 1
Which is better, IBMS or QQQ?
Long Term High Yield Bond against Large Cap Growth.
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 | IBMS | QQQ |
|---|---|---|
| Expense Ratio | 0.18%Tie | 0.18%Tie |
| AUM | $336M | $483.5B |
| Dividend Yield | 2.49% | 0.44% |
| Holdings | 1,700 | 107 |
| YTD Return | -2.65% | +17.95%Best |
| 1Y Return | -2.81% | +21.77%Best |
| 3Y Return (annualized) | - | +25.63% |
| 5Y Return (annualized) | - | +15.24% |
| Volatility (annualized) | 3.4%Best | 17.6% |
| Max Drawdown | -4.0%Best | -22.8% |
| $10,000 over 2.3 years | $10,539 | $15,859Best |
| Fund Family | iShares by BlackRock (US) | Invesco (US) |
| Category | Fixed Income | Equity |
| Style | Long Term High Yield Bond | 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 2.3 years row, are measured over the window both funds cover: May 28, 2024 to Sep 18, 2026 (2.3 years).
IBMS 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 2.3 years both funds cover.
IBMS vs QQQ Performance
iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) 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 IBMS returned -2.81% while QQQ returned +21.77%. Year to date, IBMS is down 2.65% versus a gain of 17.95% 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 17.6% compared with 3.4% for IBMS. 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 -4.0% for IBMS 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 0.40. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IBMS charges 0.18% per year while QQQ charges 0.18%. On a $10,000 position that is $18 vs $18 annually. On income, IBMS currently yields 2.49% against 0.44% for QQQ.
Holdings Overlap
We hold position weights for 257 holdings in IBMS and 102 in QQQ, totalling 19.4% 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 257 positions we hold weights for in IBMS and 102 in QQQ, against full books of 1,700 and 107.
You are not choosing between two funds in isolation.
Whichever of IBMS 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, IBMS or QQQ?
IBMS 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, IBMS or QQQ?
Over the past year IBMS returned -2.81% vs +21.77% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), IBMS annualized +2.31% vs +22.20% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IBMS or QQQ?
QQQ has been the more volatile fund at 17.6% annualized versus 3.4% for IBMS. Worst drawdown: IBMS -4.0% vs QQQ -22.8%.
Should I hold both IBMS and QQQ?
IBMS and QQQ have a monthly-return correlation of 0.40, 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, IBMS or QQQ?
IBMS yields 2.49% while QQQ yields 0.44%, so IBMS currently pays the higher dividend yield.
Is QQQ better than IBMS?
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.