IFLN vs QQQ
Invesco Bloomberg Enhanced Fallen Angels ETF vs Invesco QQQ Trust, Series 1
Which is better, IFLN or QQQ?
High Yield Bond against Large Cap Growth.
QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. IFLN is less concentrated, with 24.4% of the fund in its ten largest positions against 46.5%.
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
| Metric | IFLN | QQQ |
|---|---|---|
| Expense Ratio | 0.23% | 0.18%Best |
| AUM | $301M | $483.5B |
| Dividend Yield | 5.94% | 0.44% |
| Holdings | 115 | 107 |
| YTD Return | +0.08% | +17.95%Best |
| 1Y Return | +1.55% | +21.77%Best |
| 3Y Return (annualized) | +7.11% | +25.63%Best |
| 5Y Return (annualized) | +3.17% | +15.24%Best |
| Volatility (annualized) | 10.3%Best | 18.9% |
| Max Drawdown | -48.8%Best | -51.4% |
| $10,000 over 5 years | $11,689 | $20,324Best |
| Top 10 Weight | 24.4%Best | 46.5% |
| Fund Family | Invesco (US) | Invesco (US) |
| Category | Fixed Income | Equity |
| Style | High Yield Bond | Large Cap Growth |
| Inception | Nov 15, 2007 | Mar 10, 1999 |
Volatility and max drawdown are measured over the window both funds cover: Nov 15, 2007 to Sep 18, 2026 (18.8 years).
IFLN 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.
IFLN vs QQQ Performance
Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) is an ETF from Invesco (US) and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year IFLN returned +1.55% while QQQ returned +21.77%. Year to date, IFLN is up 0.08% versus a gain of 17.95% for QQQ.
Over three years, IFLN compounded at +7.11% per year against +25.63% for QQQ; over five years the annualized figures are +3.17% and +15.24% respectively. Across the full 19-year window we track, QQQ has the edge at +15.44% annualized vs -0.41%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 18.9% compared with 10.3% for IFLN. 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 -48.8% for IFLN and -51.4% 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 0.67. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IFLN charges 0.23% per year while QQQ charges 0.18%. On a $10,000 position that is $23 vs $18 annually, a gap of $5 per year that compounds over a long holding period. On income, IFLN currently yields 5.94% against 0.44% for QQQ.
Holdings Overlap
We hold position weights for 111 holdings in IFLN and 102 in QQQ, totalling 95.9% 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 111 positions we hold weights for in IFLN and 102 in QQQ, against full books of 115 and 107.
What only one of them owns
Measured across the 111 and 102 positions we hold weights for.
QQQ holds 96 positions IFLN does not, 97.5% of the fund.
Largest: NVDA 8.44%, AAPL 7.27%, MSFT 5.76%, AMZN 4.67%, MU 4.43%
You are not choosing between two funds in isolation.
Whichever of IFLN and QQQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IFLN or QQQ?
IFLN has an expense ratio of 0.23% while QQQ charges 0.18%. QQQ is the cheaper option, by $5 a year on a $10,000 investment.
Which performed better, IFLN or QQQ?
Over the past year IFLN returned +1.55% vs +21.77% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (19 years), IFLN annualized -0.41% vs +15.44% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IFLN or QQQ?
QQQ has been the more volatile fund at 18.9% annualized versus 10.3% for IFLN. Worst drawdown: IFLN -48.8% vs QQQ -51.4%.
Should I hold both IFLN and QQQ?
IFLN and QQQ have a monthly-return correlation of 0.67, 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, IFLN or QQQ?
IFLN yields 5.94% while QQQ yields 0.44%, so IFLN currently pays the higher dividend yield.
Is QQQ better than IFLN?
QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. IFLN is less concentrated, with 24.4% of the fund in its ten largest positions against 46.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.