IBMW vs QQQ
iShares iBonds Dec 2034 Term Muni Bond ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
IBMW offers more diversification with 125 holdings.
Side-by-Side Comparison
| Metric | IBMW | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.18% | |
| AUM | $7M | $496.3B | |
| Dividend Yield | 0.68% | 0.44% | |
| Holdings | 125 | 108 | |
| YTD Return | -1.35% | +16.64% | |
| 1Y Return | - | +27.27% | |
| 3Y Return (annualized) | - | +25.96% | |
| 5Y Return (annualized) | - | +14.54% | |
| Volatility (annualized) | - | 30.6% | |
| Max Drawdown | -2.9% | -83.0% | |
| Fund Family | iShares by BlackRock (US) | Invesco (US) | |
| Category | Fixed Income | Equity | |
| Inception | Apr 7, 2026 | Mar 10, 1999 |
IBMW vs QQQ Performance
iShares iBonds Dec 2034 Term Muni Bond ETF (IBMW) is a ETF from iShares by BlackRock (US) and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Year to date, IBMW is down 1.35% versus a gain of 16.64% for QQQ.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -2.9% for IBMW 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
IBMW charges 0.18% per year while QQQ charges 0.18%. On a $10,000 position that is $18 vs $18 annually. On income, IBMW currently yields 0.68% against 0.44% for QQQ.
Holdings Overlap
IBMW and QQQ share 0 holdings out of 138 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, IBMW or QQQ?
IBMW 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 IBMW and QQQ?
IBMW and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 138 unique securities.
Which pays a higher dividend, IBMW or QQQ?
IBMW yields 0.68% while QQQ yields 0.44%, so IBMW currently pays the higher dividend yield.
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