IGCB vs QQQ

IGCB vs QQQ

Which is better, IGCB or QQQ?

Long Term Mid Quality against Large Cap Growth.

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

Lower Fees: QQQHigher 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

MetricIGCBQQQ
Expense Ratio0.35%0.18%Best
AUM-$483.5B
Dividend Yield4.81%0.44%
Holdings394107
YTD Return-1.87%+15.21%Best
1Y Return-1.78%+19.78%Best
3Y Return (annualized)-+24.58%
5Y Return (annualized)-+13.93%
Volatility (annualized)4.0%Best19.3%
Max Drawdown-4.2%Best-22.8%
$10,000 over 1.8 years$10,578$14,150Best
Fund FamilyTCW ETFsInvesco (US)
CategoryFixed IncomeEquity
StyleLong Term Mid QualityLarge Cap Growth
InceptionJun 29, 2018Mar 10, 1999

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Nov 18, 2024 to Sep 16, 2026 (1.8 years).

IGCB 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 covers the 1.8 years both funds cover.

IGCB vs QQQ Performance

TCW Corporate Bond ETF (IGCB) is an ETF from TCW ETFs and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year IGCB returned -1.78% while QQQ returned +19.78%. Year to date, IGCB is down 1.87% versus a gain of 15.21% for QQQ.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 19.3% compared with 4.0% for IGCB. 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 -4.2% for IGCB and -22.8% 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 0.30. They move together some of the time, and apart the rest.

Fees and Cost Over Time

IGCB charges 0.35% per year while QQQ charges 0.18%. On a $10,000 position that is $35 vs $18 annually, a gap of $17 per year that compounds over a long holding period. On income, IGCB currently yields 4.81% against 0.44% for QQQ.

Holdings Overlap

We hold position weights for 287 holdings in IGCB and 102 in QQQ, totalling 63.0% 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 287 positions we hold weights for in IGCB and 102 in QQQ, against full books of 394 and 107.

You are not choosing between two funds in isolation.

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

IGCBQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IGCB or QQQ?

IGCB has an expense ratio of 0.35% while QQQ charges 0.18%. QQQ is the cheaper option, by $17 a year on a $10,000 investment.

Which performed better, IGCB or QQQ?

Over the past year IGCB returned -1.78% vs +19.78% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), IGCB annualized +3.17% vs +21.27% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IGCB or QQQ?

QQQ has been the more volatile fund at 19.3% annualized versus 4.0% for IGCB. Worst drawdown: IGCB -4.2% vs QQQ -22.8%.

Should I hold both IGCB and QQQ?

IGCB and QQQ have a monthly-return correlation of 0.30, 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, IGCB or QQQ?

IGCB yields 4.81% while QQQ yields 0.44%, so IGCB currently pays the higher dividend yield.

Is QQQ better than IGCB?

QQQ 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.