IBMU vs QQQ

IBMU vs QQQ
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Quick Verdict

IBMU offers more diversification with 391 holdings.

Lower Fees: TiedHigher Returns: TiedMore Diversified: IBMU

Side-by-Side Comparison

MetricIBMUQQQWinner
Expense Ratio0.18%0.18%
AUM$16M$496.3B
Dividend Yield0.61%0.44%
Holdings391108
YTD Return+0.62%+19.52%
1Y Return-+26.68%
3Y Return (annualized)-+26.64%
5Y Return (annualized)-+15.36%
Volatility (annualized)-30.6%
Max Drawdown-2.2%-83.0%
Fund FamilyiShares by BlackRock (US)Invesco (US)
CategoryFixed IncomeEquity
InceptionMar 25, 2026Mar 10, 1999

IBMU vs QQQ Performance

iShares iBonds Dec 2032 Term Muni Bond ETF (IBMU) is a ETF from iShares by BlackRock (US) and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Year to date, IBMU is up 0.62% versus a gain of 19.52% for QQQ.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -2.2% for IBMU and -83.0% for QQQ. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

IBMU charges 0.18% per year while QQQ charges 0.18%. On a $10,000 position that is $18 vs $18 annually. On income, IBMU currently yields 0.61% against 0.44% for QQQ.

Holdings Overlap

0.0%overlap

IBMU and QQQ share 0 holdings out of 176 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, IBMU or QQQ?

IBMU has an expense ratio of 0.18% while QQQ charges 0.18%. They cost the same. On a $10,000 investment, that is $0 per year of difference.

What is the holdings overlap between IBMU and QQQ?

IBMU and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 176 unique securities.

Which pays a higher dividend, IBMU or QQQ?

IBMU yields 0.61% while QQQ yields 0.44%, so IBMU currently pays the higher dividend yield.

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