IGEB vs QQQ
iShares Investment Grade Systematic Bond ETF vs Invesco QQQ Trust, Series 1
Which is better, IGEB or QQQ?
Long Term Mid Quality against Large Cap Growth.
QQQ led over 1Y, 3Y, 5Y and the full window.
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 | IGEB | QQQ |
|---|---|---|
| Expense Ratio | 0.18%Tie | 0.18%Tie |
| AUM | $1.5B | $486.1B |
| Dividend Yield | 5.14% | 0.44% |
| Holdings | 458 | 107 |
| YTD Return | -3.77% | +17.44%Best |
| 1Y Return | -3.42% | +24.69%Best |
| 3Y Return (annualized) | +4.42% | +24.76%Best |
| 5Y Return (annualized) | -0.33% | +14.22%Best |
| Volatility (annualized) | 7.3%Best | 19.7% |
| Max Drawdown | -21.1%Best | -35.1% |
| $10,000 over 5 years | $9,836 | $19,441Best |
| Fund Family | iShares by BlackRock (US) | Invesco (US) |
| Category | Fixed Income | Equity |
| Style | Long Term Mid Quality | Large Cap Growth |
| Inception | Jul 11, 2017 | Mar 10, 1999 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Jul 13, 2017 to Sep 8, 2026 (9.2 years).
IGEB 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.
IGEB vs QQQ Performance
iShares Investment Grade Systematic Bond ETF (IGEB) is an ETF from iShares by BlackRock (US) and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year IGEB returned -3.42% while QQQ returned +24.69%. Year to date, IGEB is down 3.77% versus a gain of 17.44% for QQQ.
Over three years, IGEB compounded at +4.42% per year against +24.76% for QQQ; over five years the annualized figures are -0.33% and +14.22% respectively. Across the full 9-year window we track, QQQ has the edge at +19.89% annualized vs +2.49%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 19.7% compared with 7.3% for IGEB. 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 -21.1% for IGEB 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 0.60. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IGEB charges 0.18% per year while QQQ charges 0.18%. On a $10,000 position that is $18 vs $18 annually. On income, IGEB currently yields 5.14% against 0.44% for QQQ.
Holdings Overlap
At least 0.8% of QQQ's money is in holdings IGEB also owns.
Stated as a floor: for IGEB, our book for it covers 84.7% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
We cannot see either book well enough to say how much of this pair is duplicated.
1 positions in common, counted across the 374 positions we hold weights for in IGEB and 102 in QQQ, against full books of 458 and 107.
Top Shared Holdings
| Stock | Weight in IGEB | Weight in QQQ | Difference |
|---|---|---|---|
| TMUST-Mobile Us Inc Com Usd0.00001 | 0.36% | 0.82% | 0.46% |
You are not choosing between two funds in isolation.
Whichever of IGEB 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, IGEB or QQQ?
IGEB has an expense ratio of 0.18% while QQQ charges 0.18%. At the precision these are quoted to, they cost the same.
Which performed better, IGEB or QQQ?
Over the past year IGEB returned -3.42% vs +24.69% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (9 years), IGEB annualized +2.49% vs +19.89% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IGEB or QQQ?
QQQ has been the more volatile fund at 19.7% annualized versus 7.3% for IGEB. Worst drawdown: IGEB -21.1% vs QQQ -35.1%.
Should I hold both IGEB and QQQ?
IGEB and QQQ have a monthly-return correlation of 0.60, 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, IGEB or QQQ?
IGEB yields 5.14% while QQQ yields 0.44%, so IGEB currently pays the higher dividend yield.
Is QQQ better than IGEB?
QQQ led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.