IBMX vs QQQ
iShares iBonds Dec 2035 Term Muni Bond ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
IBMX offers more diversification with 141 holdings.
Side-by-Side Comparison
| Metric | IBMX | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.18% | |
| AUM | $5M | $496.3B | |
| Dividend Yield | 0.60% | 0.44% | |
| Holdings | 141 | 108 | |
| YTD Return | -1.94% | +16.23% | |
| 1Y Return | - | +26.23% | |
| 3Y Return (annualized) | - | +25.75% | |
| 5Y Return (annualized) | - | +14.78% | |
| Volatility (annualized) | - | 30.6% | |
| Max Drawdown | -2.9% | -83.0% | |
| Fund Family | iShares by BlackRock (US) | Invesco (US) | |
| Category | Fixed Income | Equity | |
| Inception | Apr 14, 2026 | Mar 10, 1999 |
IBMX vs QQQ Performance
iShares iBonds Dec 2035 Term Muni Bond ETF (IBMX) is a ETF from iShares by BlackRock (US) and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Year to date, IBMX is down 1.94% versus a gain of 16.23% for QQQ.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -2.9% for IBMX 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
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 0.60% against 0.44% for QQQ.
Holdings Overlap
IBMX and QQQ share 0 holdings out of 132 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, IBMX or QQQ?
IBMX 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 IBMX and QQQ?
IBMX and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 132 unique securities.
Which pays a higher dividend, IBMX or QQQ?
IBMX yields 0.60% while QQQ yields 0.44%, so IBMX currently pays the higher dividend yield.
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