IBMX vs QQQ

IBMX vs QQQ

Which is better, IBMX or QQQ?

IBMX and QQQ are close on what we can measure.

Lower Fees: Tied

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

MetricIBMXQQQ
Expense Ratio0.18%Tie0.18%Tie
AUM$6M$483.5B
Dividend Yield0.85%0.44%
Holdings141107
YTD Return-5.11%+17.95%Best
1Y Return-+21.77%
3Y Return (annualized)-+25.63%
5Y Return (annualized)-+15.24%
Fund FamilyiShares by BlackRock (US)Invesco (US)
CategoryFixed IncomeEquity
Style-Large Cap Growth
InceptionApr 14, 2026Mar 10, 1999

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

IBMX 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.

IBMX vs QQQ Performance

iShares iBonds Dec 2035 Term Muni Bond ETF (IBMX) is an ETF from iShares by BlackRock (US) and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Year to date, IBMX is down 5.11% versus a gain of 17.95% for QQQ.

Past performance does not guarantee future results.

Fees and Cost Over Time

IBMX charges 0.18% per year while QQQ charges 0.18%. On a $10,000 position that is $18 vs $18 annually. On income, IBMX currently yields 0.85% against 0.44% for QQQ.

Holdings Overlap

We hold position weights for 35 holdings in IBMX and 102 in QQQ, totalling 21.6% 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 35 positions we hold weights for in IBMX and 102 in QQQ, against full books of 141 and 107.

You are not choosing between two funds in isolation.

Whichever of IBMX and QQQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IBMXQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IBMX or QQQ?

IBMX has an expense ratio of 0.18% while QQQ charges 0.18%. At the precision these are quoted to, they cost the same.

Which pays a higher dividend, IBMX or QQQ?

IBMX yields 0.85% while QQQ yields 0.44%, so IBMX currently pays the higher dividend yield.

Is QQQ better than IBMX?

IBMX and QQQ are close on every measure we can compare. Which one suits a particular account depends on what it is for. This is information, not a recommendation.