IBTR vs QQQ
iShares iBonds Dec 2036 Term Treasury ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
IBTR has a lower expense ratio. QQQ offers more diversification with 103 holdings.
Side-by-Side Comparison
| Metric | IBTR | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.07% | 0.18% | |
| AUM | $17M | $455.8B | |
| Dividend Yield | 0.67% | 0.41% | |
| Holdings | 4 | 108 | |
| YTD Return | -0.58% | +18.31% | |
| 1Y Return | - | +25.37% | |
| 3Y Return (annualized) | - | +25.79% | |
| 5Y Return (annualized) | - | +15.20% | |
| Volatility (annualized) | - | 30.6% | |
| Max Drawdown | -2.9% | -83.0% | |
| Fund Family | iShares by BlackRock (US) | Invesco (US) | |
| Category | Fixed Income | Equity | |
| Inception | Mar 25, 2026 | Mar 10, 1999 |
IBTR vs QQQ Performance
iShares iBonds Dec 2036 Term Treasury ETF (IBTR) is a ETF from iShares by BlackRock (US) and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Year to date, IBTR is down 0.58% versus a gain of 18.31% for QQQ.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -2.9% for IBTR 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
IBTR 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, IBTR currently yields 0.67% against 0.41% for QQQ.
Holdings Overlap
IBTR and QQQ share 0 holdings out of 105 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, IBTR or QQQ?
IBTR has an expense ratio of 0.07% while QQQ charges 0.18%. IBTR is the cheaper option. On a $10,000 investment, that is $11 per year of difference.
What is the holdings overlap between IBTR and QQQ?
IBTR and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 105 unique securities.
Which pays a higher dividend, IBTR or QQQ?
IBTR yields 0.67% while QQQ yields 0.41%, so IBTR currently pays the higher dividend yield.
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