IBTF vs QQQ

IBTF vs QQQ

Which is better, IBTF or QQQ?

QQQ has been ahead.

IBTF has a lower expense ratio. QQQ led over 1Y and the full window.

Lower Fees: IBTFHigher Returns: QQQ

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

MetricIBTFQQQ
Expense Ratio0.07%Best0.18%
AUM$1.4B$483.5B
Dividend Yield3.85%0.44%
Holdings6107
Volatility (annualized)2.7%Best20.6%
Max Drawdown-20.8%Best-35.1%
$10,000 over 5.8 years$10,710$30,560Best
Fund FamilyiShares by BlackRock (US)Invesco (US)
CategoryFixed IncomeEquity
Style-Large Cap Growth
InceptionFeb 25, 2020Mar 10, 1999

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 282 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. IBTF has data through Dec 15, 2025 and QQQ through Sep 23, 2026.

Volatility and max drawdown, and the $10,000 over 5.8 years row, are measured over the window both funds cover: Feb 28, 2020 to Dec 15, 2025 (5.8 years).

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 20.6% compared with 2.7% for IBTF. 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 -20.8% for IBTF and -35.1% 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 0.24. They move largely independently of each other.

Fees and Cost Over Time

IBTF charges 0.07% per year while QQQ charges 0.18%. On a $10,000 position that is $7 vs $18 annually, a gap of $11 per year that compounds over a long holding period. On income, IBTF currently yields 3.85% against 0.44% for QQQ.

Holdings Overlap

We hold position weights for 4 holdings in IBTF and 102 in QQQ, totalling 161.4% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 250 days apart, IBTF as of Nov 28, 2025 and QQQ as of Aug 5, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 4 positions we hold weights for in IBTF and 102 in QQQ, against full books of 6 and 107.

You are not choosing between two funds in isolation.

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

IBTFQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IBTF or QQQ?

IBTF has an expense ratio of 0.07% while QQQ charges 0.18%. IBTF is the cheaper option, by $11 a year on a $10,000 investment.

Which is riskier, IBTF or QQQ?

QQQ has been the more volatile fund at 20.6% annualized versus 2.7% for IBTF. Worst drawdown: IBTF -20.8% vs QQQ -35.1%.

Should I hold both IBTF and QQQ?

IBTF and QQQ have a monthly-return correlation of 0.24, 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, IBTF or QQQ?

IBTF yields 3.85% while QQQ yields 0.44%, so IBTF currently pays the higher dividend yield.

Is QQQ better than IBTF?

IBTF has a lower expense ratio. 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.